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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.87K+ 1.5% |
$269K - $295K
|
127K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.87KNew |
$268K - $294K
|
1.87K
$271K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.87K+ 26.25% |
$268K - $294K
|
8.99K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.87K+ 2.22% |
$268K - $294K
|
86K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.86K+ 18.78% |
$266K - $292K
|
11.7K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.84K+ 43.37% |
$263K - $289K
|
6.07K
$877K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.83K+ 1.9% |
$263K - $288K
|
98.4K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.83K+ 14.08% |
$263K - $288K
|
14.8K
$2.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.81K+ 13.24% |
$259K - $284K
|
15.4K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.8K+ 60.72% |
$258K - $283K
|
4.76K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.79KNew |
$257K - $282K
|
1.79K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.76K+ 2.48% |
$252K - $277K
|
72.8K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.76K+ 3.64% |
$251K - $276K
|
49.9K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.75KNew |
$251K - $275K
|
1.75K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.74K+ 3.26% |
$249K - $274K
|
55.1K
$7.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.74K+ 2.32% |
$249K - $274K
|
76.7K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.74K+ 6.11% |
$249K - $274K
|
30.2K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.73K+ 17.21% |
$248K - $272K
|
11.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.72K+ 14.75% |
$247K - $271K
|
13.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.72K+ 0.86% |
$246K - $270K
|
201K
$29M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.71K+ 120.49% |
$245K - $269K
|
3.13K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.71K+ 28.35% |
$245K - $269K
|
7.74K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$244K - $267K
|
1.7K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 4.09% |
$242K - $266K
|
43.1K
$6.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.68K+ 31.05% |
$241K - $264K
|
7.09K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.66K+ 6.02% |
$238K - $261K
|
29.2K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.66K+ 12.52% |
$238K - $261K
|
14.9K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.66KNew |
$238K - $261K
|
1.66K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.66K+ 3.94% |
$237K - $261K
|
43.7K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.65KNew |
$236K - $259K
|
1.65K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$234K - $256K
|
1.63K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.61K+ 10.92% |
$231K - $254K
|
16.4K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.57KNew |
$225K - $247K
|
1.57K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$225K - $246K
|
1.57K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.56K+ 2.49% |
$224K - $246K
|
64.3K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.44% |
$224K - $245K
|
46.9K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.54K+ 11.93% |
$221K - $242K
|
14.4K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.52K+ 6.8% |
$218K - $239K
|
23.9K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48K+ 2.62% |
$211K - $232K
|
57.8K
$8.35M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.47K+ 21.0% |
$211K - $231K
|
8.48K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.47K+ 2.03% |
$211K - $231K
|
74.1K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.47KNew |
$211K - $231K
|
1.47K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.46K+ 2.2% |
$210K - $230K
|
68K
$9.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 5.73% |
$209K - $229K
|
26.9K
$3.89M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.46KNew |
$209K - $229K
|
1.46K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$208K - $228K
|
1.45K
$210K
|