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 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
179
+ 3.64%
$25.7K - $28.1K
5.1K $750K
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
178
+ 3.37%
$25.5K - $28K
5.47K $804K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
175
+ 194.44%
$25.1K - $27.5K
265 $39K
Nov 05, 2024 Q3 2024
One Day In July LLC

BUY
 -
175
+ 1.02%
$25.1K - $27.5K
17.3K $2.54M
Nov 08, 2024 Q3 2024
Cypress Capital Group

BUY
 -
174
+ 1.29%
$24.9K - $27.4K
13.7K $2.02M
Nov 12, 2024 Q3 2024
Ddd Partners, LLC

BUY
 -
165
+ 5.3%
$23.6K - $25.9K
3.28K $482K
Nov 05, 2024 Q3 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
163
+ 8150.0%
$23.4K - $25.6K
165 $24.3K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
161
+ 27.2%
$23.1K - $25.3K
753 $111K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
153
+ 17.57%
$21.9K - $24.1K
1.02K $151K
Oct 03, 2024 Q3 2024
Granite Bay Wealth Management, LLC

BUY
 -
151
+ 3.77%
$21.6K - $23.7K
4.15K $611K
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

BUY
 -
149
+ 3.95%
$21.4K - $23.4K
3.92K $577K
Nov 14, 2024 Q3 2024
L.M. Kohn & Company

BUY
 -
149
+ 2.29%
$21.4K - $23.4K
6.67K $980K
Oct 23, 2024 Q3 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
146
+ 0.69%
$20.9K - $23K
21.4K $3.14M
Nov 12, 2024 Q3 2024
Cornerstone Advisory, LLC

BUY
 -
144
+ 6.59%
$20.6K - $22.6K
2.33K $343K
Oct 24, 2024 Q3 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
142
+ 100.0%
$20.3K - $22.3K
284 $41.8K
Nov 07, 2024 Q3 2024
Bennett Associates Wealth Management

Butler, PA
BUY
 -
141
+ 1.89%
$20.2K - $22.2K
7.59K $1.12M
Oct 15, 2024 Q3 2024
Grant

BUY
 -
140
+ 2.18%
$20.1K - $22K
6.56K $965K
Nov 08, 2024 Q3 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
140
+ 6.02%
$20.1K - $22K
2.46K $362K
Nov 14, 2024 Q3 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
140
+ 5.59%
$20.1K - $22K
2.65K $389K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
139
+ 0.6%
$19.9K - $21.9K
23.4K $3.43M
Nov 04, 2024 Q3 2024
1900 Wealth Management LLC

BUY
 -
135
+ 5.11%
$19.3K - $21.2K
2.78K $408K
Nov 07, 2024 Q3 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
135
+ 3.83%
$19.3K - $21.2K
3.66K $539K
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
133
+ 2.98%
$19.1K - $20.9K
4.59K $675K
Oct 30, 2024 Q3 2024
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
132
+ 14.38%
$18.9K - $20.8K
1.05K $154K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
132
+ 7.86%
$18.9K - $20.8K
1.81K $266K
Nov 12, 2024 Q3 2024
Lokken Investment Group LLC

BUY
 -
131
+ 1.77%
$18.8K - $20.6K
7.55K $1.11M
Nov 14, 2024 Q3 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
130
+ 4.28%
$18.6K - $20.4K
3.17K $466K
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
128
+ 0.46%
$18.3K - $20.1K
28.2K $4.14M
Nov 12, 2024 Q3 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
125
+ 7.31%
$17.9K - $19.7K
1.84K $270K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
124
New
$17.8K - $19.5K
124 $18.2K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
122
New
$17.5K - $19.2K
122 $17.9K
Oct 29, 2024 Q3 2024
Key F Inancial Inc

BUY
 -
116
+ 5.77%
$16.6K - $18.2K
2.13K $313K
Oct 15, 2024 Q3 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
115
+ 2.64%
$16.5K - $18.1K
4.48K $658K
Oct 15, 2024 Q3 2024
Tsfg, LLC

BUY
 -
113
+ 0.83%
$16.2K - $17.8K
13.7K $2.01M
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
109
+ 1.73%
$15.6K - $17.1K
6.42K $943K
Oct 16, 2024 Q3 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
105
+ 0.07%
$15K - $16.5K
147K $21.7M
Nov 06, 2024 Q3 2024
Black Diamond Financial, LLC

BUY
 -
105
+ 4.91%
$15K - $16.5K
2.24K $330K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
105
+ 56.15%
$15K - $16.5K
292 $42.9K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
104
+ 22.66%
$14.9K - $16.4K
563 $82.8K
Oct 15, 2024 Q3 2024
Apexium Financial, LP

BUY
 -
104
+ 0.51%
$14.9K - $16.4K
20.3K $2.99M
Oct 29, 2024 Q3 2024
True Wealth Advisors, LLC

BUY
 -
102
+ 2.37%
$14.6K - $16K
4.4K $648K
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
102
+ 5.47%
$14.6K - $16K
1.97K $289K
Oct 04, 2024 Q3 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
101
New
$14.5K - $15.9K
101 $14.9K
Nov 05, 2024 Q3 2024
V2 Financial Group LLC

Naperville, IL
BUY
 -
101
+ 0.9%
$14.5K - $15.9K
11.4K $1.67M
Nov 14, 2024 Q3 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
101
+ 6.99%
$14.5K - $15.9K
1.55K $227K
Oct 28, 2024 Q3 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
100
+ 2.14%
$14.3K - $15.7K
4.78K $703K
Oct 31, 2024 Q3 2024
First National Bank & Trust CO Of Newtown

BUY
 -
100
+ 6.03%
$14.3K - $15.7K
1.76K $258K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
99
+ 3.69%
$14.2K - $15.6K
2.78K $409K
Oct 24, 2024 Q3 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
99
+ 1.04%
$14.2K - $15.6K
9.59K $1.41M

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