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 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-388- 26.7% |
$55.6K - $61K
|
1.07K
$163K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-389- 1.54% |
$55.7K - $61.2K
|
24.9K
$3.82M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-392- 6.09% |
$56.2K - $61.6K
|
6.05K
$926K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-415- 8.15% |
$59.5K - $65.3K
|
4.68K
$717K
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-417- 4.72% |
$59.8K - $65.6K
|
8.42K
$1.29M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-423- 1.95% |
$60.6K - $66.5K
|
21.3K
$3.26M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-471- 13.7% |
$67.5K - $74.1K
|
2.97K
$454K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-501- 24.26% |
$71.8K - $78.8K
|
1.56K
$240K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-518- 0.42% |
$74.2K - $81.5K
|
123K
$18.9M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-570- 11.13% |
$81.7K - $89.6K
|
4.55K
$697K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-646- 24.61% |
$92.6K - $102K
|
1.98K
$303K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-679- 6.46% |
$97.3K - $107K
|
9.83K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-705- 6.95% |
$101K - $111K
|
9.44K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-718- 3.96% |
$103K - $113K
|
17.4K
$2.67M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-730- 0.9% |
$105K - $115K
|
80.6K
$12.3M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-736- 9.65% |
$105K - $116K
|
6.89K
$1.05M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-765- 3.66% |
$110K - $120K
|
20.1K
$3.08M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-821- 3.36% |
$118K - $129K
|
23.6K
$3.61M
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-844- 3.61% |
$121K - $133K
|
22.5K
$3.45M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-962- 1.28% |
$138K - $151K
|
74.1K
$11.3M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-963- 18.06% |
$138K - $151K
|
4.37K
$669K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1K- 5.18% |
$143K - $157K
|
18.3K
$2.81M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.14K- 1.58% |
$163K - $179K
|
70.6K
$10.8M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.17K- 8.41% |
$168K - $185K
|
12.8K
$1.96M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.28K- 10.71% |
$184K - $202K
|
10.7K
$1.64M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 22.99% |
$189K - $207K
|
4.42K
$676K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.0% |
$234K - $256K
|
52.6K
$8.06M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.02K- 20.43% |
$290K - $318K
|
7.87K
$1.21M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 3.43% |
$296K - $324K
|
58.1K
$8.9M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.21K- 7.03% |
$316K - $347K
|
29.2K
$4.47M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 26.43% |
$333K - $366K
|
6.47K
$991K
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.49K- 1.38% |
$357K - $392K
|
178K
$27.2M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.56K- 94.43% |
$367K - $402K
|
151
$23.1K
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.67K- 8.57% |
$383K - $420K
|
28.5K
$4.36M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 65.11% |
$384K - $422K
|
1.44K
$220K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.78K- 16.19% |
$398K - $437K
|
14.4K
$2.2M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.93K- 41.54% |
$419K - $460K
|
4.12K
$630K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.06K- 9.18% |
$438K - $481K
|
30.3K
$4.64M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.08K- 31.62% |
$442K - $485K
|
6.67K
$1.02M
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-3.35K- 35.44% |
$480K - $527K
|
6.11K
$935K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.77K- 32.07% |
$541K - $593K
|
7.99K
$1.22M
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.91K- 6.23% |
$560K - $614K
|
58.7K
$8.99M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 1.89% |
$583K - $640K
|
211K
$32.3M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.2K- 13.33% |
$602K - $660K
|
27.3K
$4.18M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.31K- 32.64% |
$617K - $677K
|
8.89K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.34K- 11.8% |
$621K - $682K
|
32.4K
$4.96M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.66K- 68.58% |
$667K - $732K
|
2.13K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.4K- 9.31% |
$774K - $849K
|
52.6K
$8.05M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.58K- 15.99% |
$799K - $877K
|
29.3K
$4.49M
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-6.35K- 4.32% |
$910K - $998K
|
141K
$21.5M
|