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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-48- 0.76% |
$6.88K - $7.55K
|
6.25K
$918K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 4.59% |
$7.17K - $7.86K
|
1.04K
$153K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-50- 0.54% |
$7.17K - $7.86K
|
9.21K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 5.08% |
$7.17K - $7.86K
|
934
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-50- 1.25% |
$7.17K - $7.86K
|
3.94K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-52- 0.69% |
$7.45K - $8.18K
|
7.46K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.48% |
$7.45K - $8.18K
|
1.44K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-53- 0.13% |
$7.59K - $8.33K
|
40.5K
$5.95M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-54- 4.55% |
$7.74K - $8.49K
|
1.13K
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-54- 37.24% |
$7.74K - $8.49K
|
91
$13.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 3.33% |
$7.74K - $8.49K
|
1.57K
$231K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-56- 4.11% |
$8.02K - $8.81K
|
1.31K
$192K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-56- 4.11% |
$8.02K - $8.81K
|
1.31K
$192K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-57- 2.53% |
$8.17K - $8.96K
|
2.19K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-57- 1.73% |
$8.17K - $8.96K
|
3.25K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-57- 0.88% |
$8.17K - $8.96K
|
6.41K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-58- 2.22% |
$8.31K - $9.12K
|
2.56K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-58- 0.22% |
$8.31K - $9.12K
|
26.9K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-62- 2.82% |
$8.88K - $9.75K
|
2.14K
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-63- 1.2% |
$9.03K - $9.91K
|
5.2K
$764K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-63- 0.85% |
$9.03K - $9.91K
|
7.35K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-64- 2.37% |
$9.17K - $10.1K
|
2.64K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-66- 0.37% |
$9.46K - $10.4K
|
17.9K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-67- 1.27% |
$9.6K - $10.5K
|
5.2K
$764K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-67- 3.88% |
$9.6K - $10.5K
|
1.66K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-69- 4.6% |
$9.89K - $10.8K
|
1.43K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-70- 0.1% |
$10K - $11K
|
73.5K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-71- 0.44% |
$10.2K - $11.2K
|
15.9K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-72- 1.44% |
$10.3K - $11.3K
|
4.95K
$727K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-74- 6.28% |
$10.6K - $11.6K
|
1.1K
$162K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-74- 1.79% |
$10.6K - $11.6K
|
4.06K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-74- 3.92% |
$10.6K - $11.6K
|
1.82K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-75- 0.35% |
$10.7K - $11.8K
|
21.1K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-79- 1.71% |
$11.3K - $12.4K
|
4.55K
$669K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-80- 4.04% |
$11.5K - $12.6K
|
1.9K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-80- 10.8% |
$11.5K - $12.6K
|
661
$97.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 5.73% |
$12K - $13.2K
|
1.38K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87- 2.11% |
$12.5K - $13.7K
|
4.03K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88- 2.37% |
$12.6K - $13.8K
|
3.62K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-88- 23.53% |
$12.6K - $13.8K
|
286
$42.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-90- 0.73% |
$12.9K - $14.2K
|
12.2K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-91- 1.73% |
$13K - $14.3K
|
5.17K
$760K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-92- 2.52% |
$13.2K - $14.5K
|
3.57K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-97- 3.11% |
$13.9K - $15.3K
|
3.02K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-98- 1.35% |
$14K - $15.4K
|
7.15K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-99- 1.8% |
$14.2K - $15.6K
|
5.4K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 1.88% |
$14.3K - $15.7K
|
5.22K
$768K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 22.22% |
$14.3K - $15.7K
|
350
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 1.34% |
$14.3K - $15.7K
|
7.35K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-101- 2.73% |
$14.5K - $15.9K
|
3.6K
$530K
|