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 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.63K+ 5.13% |
$377K - $414K
|
54K
$7.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61K+ 14.52% |
$374K - $411K
|
20.6K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$373K - $409K
|
2.6K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 11.14% |
$366K - $402K
|
25.5K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.46K+ 12.62% |
$352K - $386K
|
21.9K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 0.41% |
$352K - $386K
|
596K
$87.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.45K+ 62.35% |
$351K - $385K
|
6.38K
$936K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.45K+ 8.36% |
$351K - $385K
|
31.7K
$4.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 63.26% |
$350K - $384K
|
6.3K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.39K+ 34.33% |
$342K - $375K
|
9.34K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.36KNew |
$339K - $372K
|
2.36K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 2.4% |
$336K - $368K
|
100K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.32K+ 55.07% |
$333K - $365K
|
6.54K
$960K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.31KNew |
$331K - $363K
|
2.31K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.28K+ 8.75% |
$327K - $359K
|
28.4K
$4.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 6.28% |
$327K - $359K
|
38.6K
$5.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$327K - $358K
|
2.28K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.28KNew |
$326K - $358K
|
2.28K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.24K+ 3.42% |
$322K - $353K
|
67.8K
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.2K+ 19.02% |
$316K - $347K
|
13.8K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 29.05% |
$308K - $338K
|
9.55K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 2.51% |
$305K - $335K
|
86.8K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.12K+ 6.36% |
$304K - $333K
|
35.4K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 17.67% |
$303K - $332K
|
14.1K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.09K+ 11.79% |
$300K - $329K
|
19.9K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.09K+ 7.23% |
$299K - $328K
|
31K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.07KNew |
$297K - $326K
|
2.07K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.07K+ 7.8% |
$296K - $325K
|
28.6K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 11.01% |
$293K - $322K
|
20.6K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.02KNew |
$289K - $318K
|
2.02K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2K+ 54.42% |
$287K - $314K
|
5.68K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 5.22% |
$286K - $314K
|
40.2K
$5.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.99KNew |
$285K - $313K
|
1.99K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.95KNew |
$279K - $306K
|
1.95K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94K+ 5.72% |
$278K - $305K
|
35.8K
$5.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.92K+ 111.07% |
$275K - $301K
|
3.64K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.91K+ 11.75% |
$274K - $300K
|
18.2K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.9K+ 11.31% |
$273K - $299K
|
18.7K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.89K+ 20.03% |
$270K - $297K
|
11.3K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.88K+ 9.39% |
$270K - $296K
|
21.9K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.87K+ 1.5% |
$269K - $295K
|
127K
$18.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.87KNew |
$268K - $294K
|
1.87K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.87K+ 2.22% |
$268K - $294K
|
86K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.86K+ 18.78% |
$266K - $292K
|
11.7K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.84K+ 43.37% |
$263K - $289K
|
6.07K
$891K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.83K+ 1.9% |
$263K - $288K
|
98.4K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.83K+ 14.08% |
$263K - $288K
|
14.8K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.81K+ 13.24% |
$259K - $284K
|
15.4K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.8K+ 60.72% |
$258K - $283K
|
4.76K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.79KNew |
$257K - $282K
|
1.79K
$263K
|