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 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-101- 0.98% |
$14.5K - $15.9K
|
10.2K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-102- 2.96% |
$14.6K - $16K
|
3.35K
$492K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-103- 6.49% |
$14.8K - $16.2K
|
1.49K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-103- 4.98% |
$14.8K - $16.2K
|
1.97K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-103- 4.48% |
$14.8K - $16.2K
|
2.2K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-105- 1.77% |
$15K - $16.5K
|
5.82K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-106- 6.88% |
$15.2K - $16.7K
|
1.43K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-107- 3.17% |
$15.3K - $16.8K
|
3.27K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-108- 4.97% |
$15.5K - $17K
|
2.07K
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 0.67% |
$15.6K - $17.1K
|
16.2K
$2.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-111- 2.28% |
$15.9K - $17.5K
|
4.76K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-111- 3.82% |
$15.9K - $17.5K
|
2.79K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-112- 4.13% |
$16K - $17.6K
|
2.6K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-115- 47.92% |
$16.5K - $18.1K
|
125
$18.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 3.6% |
$16.5K - $18.1K
|
3.08K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-118- 0.88% |
$16.9K - $18.6K
|
13.3K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-121- 0.1% |
$17.3K - $19K
|
126K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-121- 0.62% |
$17.3K - $19K
|
19.3K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-121- 6.49% |
$17.3K - $19K
|
1.74K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-122- 7.67% |
$17.5K - $19.2K
|
1.47K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.69% |
$17.9K - $19.7K
|
2.07K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 1.12% |
$17.9K - $19.7K
|
11K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-125- 5.2% |
$17.9K - $19.7K
|
2.28K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 2.21% |
$17.9K - $19.7K
|
5.52K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-126- 5.24% |
$18.1K - $19.8K
|
2.28K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-128- 4.28% |
$18.3K - $20.1K
|
2.86K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-129- 4.24% |
$18.5K - $20.3K
|
2.91K
$428K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-130- 8.9% |
$18.6K - $20.4K
|
1.33K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 31.33% |
$18.6K - $20.4K
|
285
$41.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-132- 2.71% |
$18.9K - $20.8K
|
4.74K
$697K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-133- 0.55% |
$19.1K - $20.9K
|
24.1K
$3.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-133- 9.03% |
$19.1K - $20.9K
|
1.34K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-134- 5.06% |
$19.2K - $21.1K
|
2.51K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-135- 2.4% |
$19.3K - $21.2K
|
5.5K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-135- 7.99% |
$19.3K - $21.2K
|
1.56K
$229K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-135- 5.4% |
$19.3K - $21.2K
|
2.36K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-140- 0.3% |
$20.1K - $22K
|
46.5K
$6.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-140- 3.39% |
$20.1K - $22K
|
3.99K
$587K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-140- 2.88% |
$20.1K - $22K
|
4.72K
$694K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.95% |
$20.2K - $22.2K
|
14.8K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-142- 2.43% |
$20.3K - $22.3K
|
5.69K
$837K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-143- 2.06% |
$20.5K - $22.5K
|
6.81K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-145- 0.46% |
$20.8K - $22.8K
|
31.7K
$4.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-147- 0.34% |
$21.1K - $23.1K
|
42.9K
$6.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-147- 0.79% |
$21.1K - $23.1K
|
18.5K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 4.7% |
$21.2K - $23.3K
|
3K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-149- 9.43% |
$21.4K - $23.4K
|
1.43K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-149- 2.43% |
$21.4K - $23.4K
|
5.98K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-149- 0.6% |
$21.4K - $23.4K
|
24.7K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-150- 4.47% |
$21.5K - $23.6K
|
3.2K
$471K
|