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 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.46KNew |
$639K - $701K
|
4.46K
$653K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.46K+ 12.89% |
$639K - $701K
|
39.1K
$5.72M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.36KNew |
$625K - $686K
|
4.36K
$639K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.28K+ 6.78% |
$614K - $673K
|
67.4K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.23KNew |
$606K - $665K
|
4.23K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 5.02% |
$602K - $660K
|
87.9K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.16K+ 58.2% |
$597K - $655K
|
11.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.16K+ 3.6% |
$596K - $654K
|
120K
$17.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.15K+ 6.87% |
$594K - $652K
|
64.5K
$9.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
4.04K+ 11.07% |
$578K - $634K
|
40.5K
$5.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.03K+ 51.97% |
$577K - $634K
|
11.8K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.03K+ 6.23% |
$577K - $633K
|
68.7K
$10.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.02K+ 2.29% |
$576K - $632K
|
179K
$26.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.96K+ 3.49% |
$567K - $623K
|
118K
$17.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.85K+ 1.22% |
$551K - $605K
|
319K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.78K+ 117.94% |
$542K - $594K
|
6.99K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.77KNew |
$541K - $593K
|
3.77K
$553K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.77KNew |
$541K - $593K
|
3.77K
$552K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.73K+ 47.31% |
$534K - $586K
|
11.6K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.7K+ 10.06% |
$531K - $582K
|
40.5K
$5.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.67K+ 14.53% |
$526K - $577K
|
28.9K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 4.7% |
$523K - $574K
|
81.3K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.63KNew |
$520K - $571K
|
3.63K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.62KNew |
$518K - $568K
|
3.62K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6K+ 29.82% |
$515K - $565K
|
15.6K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.53KNew |
$506K - $555K
|
3.53K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.5KNew |
$502K - $550K
|
3.5K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.46K+ 13.49% |
$496K - $544K
|
29.1K
$4.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.44K+ 21.71% |
$494K - $542K
|
19.3K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.44K+ 5.05% |
$493K - $541K
|
71.6K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.43K+ 3.27% |
$491K - $539K
|
108K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.42K+ 3.12% |
$490K - $537K
|
113K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.37K+ 12.2% |
$483K - $530K
|
31K
$4.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.37K+ 3365.0% |
$482K - $529K
|
3.47K
$507K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29K+ 0.99% |
$471K - $517K
|
335K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.25K+ 171.5% |
$466K - $511K
|
5.15K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.24KNew |
$464K - $509K
|
3.24K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.16KNew |
$453K - $497K
|
3.16K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.16K+ 2.34% |
$452K - $496K
|
138K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.12KNew |
$446K - $490K
|
3.12K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3KNew |
$430K - $472K
|
3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.98K+ 1.22% |
$427K - $468K
|
247K
$36.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
2.97K+ 11.37% |
$425K - $467K
|
29.1K
$4.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.95K+ 9.6% |
$423K - $464K
|
33.7K
$4.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.95KNew |
$423K - $464K
|
2.95K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.93KNew |
$420K - $461K
|
2.93K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92K+ 3.02% |
$418K - $459K
|
99.6K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.92K+ 24.2% |
$418K - $459K
|
15K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.91K+ 59.94% |
$416K - $457K
|
7.75K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.86K+ 3.38% |
$409K - $449K
|
87.3K
$12.8M
|