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 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-696- 4.75% |
$99.7K - $109K
|
13.9K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 8.17% |
$100K - $110K
|
7.84K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-700- 2.36% |
$100K - $110K
|
28.9K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-705- 6.95% |
$101K - $111K
|
9.44K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-715- 53.76% |
$102K - $112K
|
615
$90.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-718- 3.96% |
$103K - $113K
|
17.4K
$2.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-724- 14.33% |
$104K - $114K
|
4.33K
$637K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-730- 0.9% |
$105K - $115K
|
80.6K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-736- 9.65% |
$105K - $116K
|
6.89K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-738- 2.1% |
$106K - $116K
|
34.4K
$5.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-740- 16.06% |
$106K - $116K
|
3.87K
$569K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-757- 6.81% |
$108K - $119K
|
10.4K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-765- 3.66% |
$110K - $120K
|
20.1K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-767- 1.41% |
$110K - $121K
|
53.7K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-776- 0.72% |
$111K - $122K
|
106K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-782- 1.65% |
$112K - $123K
|
46.5K
$6.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-782- 2.58% |
$112K - $123K
|
29.5K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-786- 4.74% |
$113K - $124K
|
15.8K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-790- 7.63% |
$113K - $124K
|
9.56K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-790- 9.87% |
$113K - $124K
|
7.21K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-793- 16.43% |
$114K - $125K
|
4.03K
$593K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-806- 17.23% |
$115K - $127K
|
3.87K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-808- 0.8% |
$116K - $127K
|
100K
$14.7M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-821- 3.36% |
$118K - $129K
|
23.6K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-826- 2.47% |
$118K - $130K
|
32.5K
$4.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-829- 22.71% |
$119K - $130K
|
2.82K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-835- 10.32% |
$120K - $131K
|
7.26K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-835- 7.86% |
$120K - $131K
|
9.78K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-839- 6.21% |
$120K - $132K
|
12.7K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-844- 3.61% |
$121K - $133K
|
22.5K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-844- 9.85% |
$121K - $133K
|
7.73K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-845- 3.41% |
$121K - $133K
|
23.9K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-853- 2.58% |
$122K - $134K
|
32.2K
$4.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-857- 5.26% |
$123K - $135K
|
15.4K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-858- 3.0% |
$123K - $135K
|
27.7K
$4.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-859- 6.31% |
$123K - $135K
|
12.8K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-874- 1.85% |
$125K - $137K
|
46.3K
$6.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-883- 3.41% |
$127K - $139K
|
25K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-901- 5.3% |
$129K - $142K
|
16.1K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-903- 16.53% |
$129K - $142K
|
4.56K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-962- 1.28% |
$138K - $151K
|
74.1K
$10.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-963- 18.06% |
$138K - $151K
|
4.37K
$643K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-975- 3.45% |
$140K - $153K
|
27.3K
$4.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1K- 5.18% |
$143K - $157K
|
18.3K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 7.69% |
$146K - $161K
|
12.3K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 0.51% |
$146K - $161K
|
199K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 1.65% |
$148K - $162K
|
61.5K
$9.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.05K- 16.69% |
$151K - $165K
|
5.25K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.06K- 2.7% |
$152K - $167K
|
38.3K
$5.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.08K- 3.87% |
$154K - $169K
|
26.7K
$3.93M
|