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 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.84K- 34.67% |
$264K - $290K
|
3.47K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.84K- 14.93% |
$264K - $290K
|
10.5K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 3.07% |
$269K - $295K
|
59.2K
$8.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.88K- 34.77% |
$270K - $296K
|
3.54K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.91K- 13.29% |
$274K - $301K
|
12.5K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 4.52% |
$279K - $307K
|
41.2K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.96K- 29.3% |
$280K - $307K
|
4.72K
$694K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.96K- 6.8% |
$281K - $308K
|
26.8K
$3.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2K- 0.91% |
$287K - $315K
|
218K
$32M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 5.9% |
$289K - $317K
|
32.2K
$4.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.02K- 49.93% |
$289K - $317K
|
2.02K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.02K- 20.43% |
$290K - $318K
|
7.87K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.03K- 13.59% |
$291K - $319K
|
12.9K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.06K- 9.8% |
$295K - $323K
|
18.9K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 3.43% |
$296K - $324K
|
58.1K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.09K- 5.87% |
$299K - $328K
|
33.4K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.15K- 22.91% |
$308K - $338K
|
7.23K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.16K- 2.87% |
$309K - $339K
|
73.1K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.21K- 7.03% |
$316K - $347K
|
29.2K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.24K- 0.57% |
$320K - $351K
|
389K
$57.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.24K- 22.54% |
$320K - $352K
|
7.68K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.24K- 47.82% |
$322K - $353K
|
2.45K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.28K- 5.66% |
$327K - $359K
|
38.1K
$5.6M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.32K- 12.09% |
$332K - $364K
|
16.9K
$2.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 26.43% |
$333K - $366K
|
6.47K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 18.21% |
$344K - $377K
|
10.8K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.45K- 5.64% |
$351K - $385K
|
40.9K
$6.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.49K- 1.38% |
$357K - $392K
|
178K
$26.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.55K- 9.63% |
$365K - $401K
|
23.9K
$3.52M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.56K- 94.43% |
$367K - $402K
|
151
$22.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.57K- 10.27% |
$368K - $404K
|
22.4K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.67K- 8.57% |
$383K - $420K
|
28.5K
$4.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.68K- 7.49% |
$384K - $421K
|
33.1K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.68K- 99.33% |
$384K - $421K
|
18
$2.65K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 65.11% |
$384K - $422K
|
1.44K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.78K- 2.03% |
$398K - $436K
|
134K
$19.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.78K- 16.19% |
$398K - $437K
|
14.4K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.79K- 52.15% |
$400K - $439K
|
2.56K
$377K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.93K- 41.54% |
$419K - $460K
|
4.12K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.94K- 9.79% |
$421K - $462K
|
27K
$3.98M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 1.95% |
$434K - $476K
|
152K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.06K- 9.18% |
$438K - $481K
|
30.3K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.08K- 31.62% |
$442K - $485K
|
6.67K
$980K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.11K- 6.66% |
$446K - $489K
|
43.6K
$6.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.13K- 5.48% |
$449K - $492K
|
54.1K
$7.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.14K- 17.26% |
$450K - $494K
|
15.1K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.16K- 19.98% |
$453K - $497K
|
12.6K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.33K- 6.01% |
$477K - $523K
|
52K
$7.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-3.35K- 35.44% |
$480K - $527K
|
6.11K
$898K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.38K- 6.4% |
$484K - $531K
|
49.4K
$7.26M
|