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 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-10- 0.24% |
$1.43K - $1.57K
|
4.17K
$611K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-10- 3.57% |
$1.43K - $1.57K
|
270
$39.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.99% |
$1.43K - $1.57K
|
1K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10- 0.24% |
$1.43K - $1.57K
|
4.24K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-12- 0.37% |
$1.72K - $1.89K
|
3.25K
$476K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-13- 8.02% |
$1.86K - $2.04K
|
149
$21.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-14- 0.18% |
$2.01K - $2.2K
|
7.61K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14- 0.74% |
$2.01K - $2.2K
|
1.88K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-14- 1.04% |
$2.01K - $2.2K
|
1.34K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-15- 0.35% |
$2.15K - $2.36K
|
4.31K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.94% |
$2.44K - $2.67K
|
1.78K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 1.14% |
$2.58K - $2.83K
|
1.56K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19- 0.96% |
$2.72K - $2.99K
|
1.95K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-19- 0.7% |
$2.72K - $2.99K
|
2.7K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 54.29% |
$2.72K - $2.99K
|
16
$2.34K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.59% |
$2.87K - $3.14K
|
3.36K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 2.76% |
$2.87K - $3.14K
|
705
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-20- 1.28% |
$2.87K - $3.14K
|
1.54K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-22- 4.87% |
$3.15K - $3.46K
|
430
$63K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 7.31% |
$3.15K - $3.46K
|
279
$40.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-22- 1.13% |
$3.15K - $3.46K
|
1.93K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23- 0.96% |
$3.3K - $3.62K
|
2.37K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-25- 0.32% |
$3.58K - $3.93K
|
7.74K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-25- 58.14% |
$3.58K - $3.93K
|
18
$2.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 33.33% |
$3.58K - $3.93K
|
50
$7.32K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 14.97% |
$4.01K - $4.4K
|
159
$23.3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-30- 4.5% |
$4.3K - $4.72K
|
637
$93.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 1.6% |
$4.3K - $4.72K
|
1.85K
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 0.54% |
$4.44K - $4.87K
|
5.67K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-31- 0.8% |
$4.44K - $4.87K
|
3.87K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.79% |
$4.59K - $5.03K
|
4.03K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-33- 1.39% |
$4.73K - $5.19K
|
2.33K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 23.61% |
$4.87K - $5.35K
|
110
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-34- 5.13% |
$4.87K - $5.35K
|
629
$92.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-35- 1.18% |
$5.02K - $5.5K
|
2.94K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-35- 0.7% |
$5.02K - $5.5K
|
4.97K
$727K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-35- 0.78% |
$5.02K - $5.5K
|
4.45K
$651K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-37- 0.98% |
$5.3K - $5.82K
|
3.74K
$548K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-38- 2.01% |
$5.45K - $5.98K
|
1.85K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-38- 0.43% |
$5.45K - $5.98K
|
8.81K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 2.46% |
$5.59K - $6.13K
|
1.55K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-41- 2.04% |
$5.88K - $6.45K
|
1.97K
$288K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-43- 2.07% |
$6.16K - $6.76K
|
2.04K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-43- 0.18% |
$6.16K - $6.76K
|
23.9K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45- 1.6% |
$6.45K - $7.08K
|
2.76K
$404K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-45- 0.77% |
$6.45K - $7.08K
|
5.77K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-45- 1.2% |
$6.45K - $7.08K
|
3.71K
$543K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47- 1.25% |
$6.74K - $7.39K
|
3.7K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-47- 1.58% |
$6.74K - $7.39K
|
2.92K
$428K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-48- 2.89% |
$6.88K - $7.55K
|
1.61K
$236K
|