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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.75K- 9.07% |
$967K - $1.06M
|
67.6K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-8.52K- 7.51% |
$1.22M - $1.34M
|
105K
$16.1M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.24K- 27.7% |
$1.32M - $1.45M
|
24.1K
$3.69M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.57K- 13.8% |
$1.37M - $1.5M
|
59.7K
$9.15M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.6K- 6.44% |
$1.8M - $1.97M
|
182K
$27.9M
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-12.8K- 7.71% |
$1.84M - $2.02M
|
154K
$23.5M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-13K- 98.83% |
$1.87M - $2.05M
|
154
$23.6K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-17.7K- 55.61% |
$2.54M - $2.79M
|
14.2K
$2.17M
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-21.5K- 88.1% |
$3.08M - $3.38M
|
2.9K
$444K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.7K- 16.48% |
$3.11M - $3.41M
|
110K
$16.8M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-26.9K- 41.0% |
$3.86M - $4.23M
|
38.8K
$5.93M
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-31.7K- 14.46% |
$4.54M - $4.99M
|
188K
$28.7M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-32.7K- 76.38% |
$4.68M - $5.13M
|
10.1K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-70.8K- 85.27% |
$10.1M - $11.1M
|
12.2K
$1.87M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-76.5K- 12.11% |
$11M - $12M
|
555K
$85M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-89.7K- 30.67% |
$12.9M - $14.1M
|
203K
$31.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-495K- 10.79% |
$71M - $77.9M
|
4.09M
$627M
|