Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 12, 2024 Q3 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
700
+ 7.41%
$100K - $110K
10.2K $1.49M
Nov 07, 2024 Q3 2024
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
687
New
$98.4K - $108K
687 $101K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
685
+ 73.03%
$98.2K - $108K
1.62K $239K
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
684
+ 3.42%
$98K - $108K
20.7K $3.04M
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
662
+ 5.37%
$94.9K - $104K
13K $1.91M
Nov 08, 2024 Q3 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
662
+ 15.63%
$94.9K - $104K
4.9K $720K
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

BUY
 -
658
+ 15.79%
$94.3K - $103K
4.83K $709K
Oct 29, 2024 Q3 2024
Capitol Family Office, Inc.

BUY
 -
652
+ 3.26%
$93.4K - $103K
20.7K $3.04M
Oct 16, 2024 Q3 2024
Cornerstone Wealth Management, LLC

BUY
 -
643
+ 7.36%
$92.1K - $101K
9.38K $1.38M
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
615
+ 2.8%
$88.1K - $96.7K
22.6K $3.32M
Nov 14, 2024 Q3 2024
Ascent Group, LLC

BUY
 -
614
+ 7.72%
$88K - $96.5K
8.57K $1.26M
Oct 08, 2024 Q3 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
605
+ 2.02%
$86.7K - $95.1K
30.5K $4.48M
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
600
+ 167.6%
$86K - $94.3K
958 $141K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
598
+ 5.31%
$85.7K - $94K
11.9K $1.74M
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
596
+ 2.23%
$85.4K - $93.7K
27.3K $4.02M
Oct 24, 2024 Q3 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
592
+ 4.42%
$84.8K - $93.1K
14K $2.05M
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
587
+ 5.62%
$84.1K - $92.3K
11K $1.62M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
568
+ 5.06%
$81.4K - $89.3K
11.8K $1.74M
Nov 13, 2024 Q3 2024
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
550
+ 25.92%
$78.8K - $86.5K
2.67K $393K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
543
+ 7.8%
$77.8K - $85.4K
7.51K $1.1M
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
535
+ 13.32%
$76.7K - $84.1K
4.55K $669K
Nov 08, 2024 Q3 2024
Citizens Financial Group Inc

BUY
 -
534
+ 3.91%
$76.5K - $84K
14.2K $2.09M
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
533
+ 14.1%
$76.4K - $83.8K
4.31K $634K
Nov 14, 2024 Q3 2024
Morton Community Bank

East Peoria, IL
BUY
 -
529
+ 10.01%
$75.8K - $83.2K
5.81K $855K
Nov 01, 2024 Q3 2024
Carson Advisory Inc.

BUY
 -
520
+ 16.77%
$74.5K - $81.8K
3.62K $532K
Nov 14, 2024 Q3 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
519
+ 16.69%
$74.4K - $81.6K
3.63K $533K
Oct 09, 2024 Q3 2024
West Coast Financial LLC

BUY
 -
516
+ 11.07%
$73.9K - $81.1K
5.18K $761K
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
512
+ 2.61%
$73.4K - $80.5K
20.1K $2.96M
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
511
+ 37.94%
$73.2K - $80.3K
1.86K $273K
Oct 30, 2024 Q3 2024
Long Run Wealth Advisors, LLC

BUY
 -
506
+ 0.63%
$72.5K - $79.6K
81K $11.9M
Nov 13, 2024 Q3 2024
Canton Hathaway, LLC

BUY
 -
505
+ 2.12%
$72.4K - $79.4K
24.4K $3.58M
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
503
+ 5.91%
$72.1K - $79.1K
9.01K $1.32M
Oct 11, 2024 Q3 2024
Wesbanco Bank Inc

BUY
 -
500
+ 6.61%
$71.7K - $78.6K
8.06K $1.19M
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
500
+ 384.62%
$71.7K - $78.6K
630 $92.6K
Oct 31, 2024 Q3 2024
Bensler, LLC

Bellevue, WA
BUY
 -
499
+ 27.28%
$71.5K - $78.5K
2.33K $342K
Oct 17, 2024 Q3 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
490
New
$70.2K - $77K
490 $72K
Oct 17, 2024 Q3 2024
Matthew Goff Investment Advisor, LLC

BUY
 -
482
+ 9.19%
$69.1K - $75.8K
5.73K $842K
Oct 31, 2024 Q3 2024
Advisors Management Group Inc

BUY
 -
481
+ 5.52%
$68.9K - $75.6K
9.19K $1.35M
Nov 05, 2024 Q3 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
474
+ 3.1%
$67.9K - $74.5K
15.8K $2.32M
Oct 08, 2024 Q3 2024
Wealth Care Investment Partners, LLC

BUY
 -
455
+ 1.71%
$65.2K - $71.5K
27.1K $3.98M
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
455
+ 8.06%
$65.2K - $71.5K
6.1K $897K
Oct 22, 2024 Q3 2024
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
450
+ 5.24%
$64.5K - $70.8K
9.05K $1.33M
Nov 13, 2024 Q3 2024
Integral Investment Advisors, Inc.

BUY
 -
449
+ 13.05%
$64.3K - $70.6K
3.89K $572K
Oct 31, 2024 Q3 2024
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
441
+ 0.67%
$63.2K - $69.3K
66.4K $9.77M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
433
+ 2.08%
$62K - $68.1K
21.2K $3.12M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
431
+ 559.74%
$61.8K - $67.8K
508 $74.7K
Oct 08, 2024 Q3 2024
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
430
+ 0.71%
$61.6K - $67.6K
60.9K $8.95M
Oct 17, 2024 Q3 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
430
+ 3.62%
$61.6K - $67.6K
12.3K $1.81M
Oct 18, 2024 Q3 2024
Cahaba Wealth Management, Inc.

BUY
 -
430
+ 23.74%
$61.6K - $67.6K
2.24K $330K

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