Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 2024. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-63- 0.85% |
$9.03K - $9.91K
|
7.35K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-63- 1.2% |
$9.03K - $9.91K
|
5.2K
$796K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-64- 2.37% |
$9.17K - $10.1K
|
2.64K
$404K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-74- 6.28% |
$10.6K - $11.6K
|
1.1K
$169K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87- 2.11% |
$12.5K - $13.7K
|
4.03K
$617K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88- 2.37% |
$12.6K - $13.8K
|
3.62K
$555K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-91- 1.73% |
$13K - $14.3K
|
5.17K
$791K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-99- 1.8% |
$14.2K - $15.6K
|
5.4K
$827K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-101- 2.73% |
$14.5K - $15.9K
|
3.6K
$552K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-103- 6.49% |
$14.8K - $16.2K
|
1.49K
$227K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-107- 3.17% |
$15.3K - $16.8K
|
3.27K
$501K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-108- 4.97% |
$15.5K - $17K
|
2.07K
$317K
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-111- 2.28% |
$15.9K - $17.5K
|
4.76K
$729K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-115- 47.92% |
$16.5K - $18.1K
|
125
$19.1K
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-121- 0.1% |
$17.3K - $19K
|
126K
$19.3M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-122- 7.67% |
$17.5K - $19.2K
|
1.47K
$225K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.69% |
$17.9K - $19.7K
|
2.07K
$317K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 1.12% |
$17.9K - $19.7K
|
11K
$1.69M
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-130- 8.9% |
$18.6K - $20.4K
|
1.33K
$204K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-132- 2.71% |
$18.9K - $20.8K
|
4.74K
$726K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-133- 9.03% |
$19.1K - $20.9K
|
1.34K
$205K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-140- 0.3% |
$20.1K - $22K
|
46.5K
$7.11M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-140- 3.39% |
$20.1K - $22K
|
3.99K
$611K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-143- 2.06% |
$20.5K - $22.5K
|
6.81K
$1.04M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-147- 0.34% |
$21.1K - $23.1K
|
42.9K
$6.58M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 4.7% |
$21.2K - $23.3K
|
3K
$459K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-149- 9.43% |
$21.4K - $23.4K
|
1.43K
$219K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-154- 57.68% |
$22.1K - $24.2K
|
113
$17.3K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-166- 1.62% |
$23.8K - $26.1K
|
10.1K
$1.55M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-175- 63.64% |
$25.1K - $27.5K
|
100
$15.3K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 11.66% |
$27.2K - $29.9K
|
1.44K
$221K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-200- 9.64% |
$28.7K - $31.4K
|
1.88K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-212- 7.81% |
$30.4K - $33.3K
|
2.5K
$383K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-212- 3.65% |
$30.4K - $33.3K
|
5.6K
$857K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-214- 8.8% |
$30.7K - $33.6K
|
2.22K
$340K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-226- 10.83% |
$32.4K - $35.5K
|
1.86K
$285K
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-226- 1.39% |
$32.4K - $35.5K
|
16K
$2.45M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-229- 1.37% |
$32.8K - $36K
|
16.5K
$2.53M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-231- 15.68% |
$33.1K - $36.3K
|
1.24K
$190K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 8.85% |
$35.4K - $38.8K
|
2.54K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-261- 2.27% |
$37.4K - $41K
|
11.2K
$1.72M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-288- 2.26% |
$41.3K - $45.3K
|
12.4K
$1.9M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-289- 2.46% |
$41.4K - $45.4K
|
11.5K
$1.76M
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-299- 0.68% |
$42.8K - $47K
|
43.9K
$6.72M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-300- 2.99% |
$43K - $47.2K
|
9.72K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-315- 8.21% |
$45.1K - $49.5K
|
3.52K
$539K
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-321- 2.85% |
$46K - $50.5K
|
11K
$1.68M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-326- 3.13% |
$46.7K - $51.3K
|
10.1K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 1.32% |
$54.3K - $59.6K
|
28.3K
$4.33M
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-385- 1.87% |
$55.2K - $60.5K
|
20.2K
$3.1M
|