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 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$477K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
312+ 12.46% |
$44.7K - $49.1K
|
2.82K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
310+ 12.47% |
$44.4K - $48.7K
|
2.8K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
308+ 5.84% |
$44.1K - $48.4K
|
5.58K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 17.65% |
$43K - $47.2K
|
2K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
300New |
$43K - $47.2K
|
300
$40.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$38.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
282+ 7.04% |
$40.4K - $44.3K
|
4.29K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
280+ 91.5% |
$40.1K - $44K
|
586
$79.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
279+ 2.46% |
$40K - $43.9K
|
11.6K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
277+ 0.33% |
$39.7K - $43.6K
|
85.5K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
274+ 6.07% |
$39.3K - $43.1K
|
4.79K
$649K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
273+ 1.37% |
$39.1K - $42.9K
|
20.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
273+ 0.49% |
$39.1K - $42.9K
|
55.5K
$7.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
271+ 0.37% |
$38.8K - $42.6K
|
74.3K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
270+ 1.72% |
$38.7K - $42.5K
|
16K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
269+ 1.85% |
$38.5K - $42.3K
|
14.8K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
269+ 2.69% |
$38.5K - $42.3K
|
10.3K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
264+ 1.73% |
$37.8K - $41.5K
|
15.5K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
260+ 1.68% |
$37.3K - $40.9K
|
15.8K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
258+ 6.18% |
$37K - $40.6K
|
4.44K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
254+ 1.32% |
$36.4K - $39.9K
|
19.4K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$33.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
249+ 5.12% |
$35.7K - $39.2K
|
5.11K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
246+ 31.58% |
$35.3K - $38.7K
|
1.03K
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
244+ 2.22% |
$35K - $38.4K
|
11.2K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
241+ 0.38% |
$34.5K - $37.9K
|
63.5K
$8.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
238+ 2.44% |
$34.1K - $37.4K
|
9.99K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
234+ 6.3% |
$33.5K - $36.8K
|
3.95K
$535K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
234+ 1.06% |
$33.5K - $36.8K
|
22.4K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
233New |
$33.4K - $36.6K
|
233
$31.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
231+ 0.99% |
$33.1K - $36.3K
|
23.5K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
229+ 4.38% |
$32.8K - $36K
|
5.46K
$740K
|
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
227+ 0.75% |
$32.5K - $35.7K
|
30.3K
$4.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
226+ 4.17% |
$32.4K - $35.5K
|
5.64K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
226New |
$32.4K - $35.5K
|
226
$30.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
221+ 47.63% |
$31.7K - $34.8K
|
685
$92.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 13.14% |
$31.5K - $34.6K
|
1.89K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
219+ 0.09% |
$31.4K - $34.4K
|
231K
$31.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
216+ 23.05% |
$31K - $34K
|
1.15K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
216New |
$31K - $34K
|
216
$29.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
216New |
$31K - $34K
|
216
$29.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
208+ 5.37% |
$29.8K - $32.7K
|
4.08K
$553K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$29.8K - $32.7K
|
208
$28.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
207+ 7.32% |
$29.7K - $32.5K
|
3.03K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
206+ 1.52% |
$29.5K - $32.4K
|
13.8K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
206+ 0.12% |
$29.5K - $32.4K
|
176K
$23.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
204+ 9.78% |
$29.2K - $32.1K
|
2.29K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
203+ 14.77% |
$29.1K - $31.9K
|
1.58K
$214K
|