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 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
418+ 2.39% |
$59.9K - $65.7K
|
17.9K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
418+ 11.77% |
$59.9K - $65.7K
|
3.97K
$573K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$58.2K - $63.8K
|
406
$58.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
405+ 2.21% |
$58K - $63.7K
|
18.7K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
401+ 0.76% |
$57.5K - $63.1K
|
52.9K
$7.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
400+ 10.08% |
$57.3K - $62.9K
|
4.37K
$630K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
400+ 10.95% |
$57.3K - $62.9K
|
4.05K
$585K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
399+ 16.26% |
$57.2K - $62.7K
|
2.85K
$412K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
398+ 6.8% |
$57K - $62.6K
|
6.25K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
392+ 1.42% |
$56.2K - $61.6K
|
28K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
389+ 24.31% |
$55.7K - $61.2K
|
1.99K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
385+ 3.31% |
$55.2K - $60.5K
|
12K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
384+ 0.55% |
$55K - $60.4K
|
69.8K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
375+ 5.85% |
$53.7K - $59K
|
6.78K
$979K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374+ 7.7% |
$53.6K - $58.8K
|
5.23K
$755K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
368+ 0.2% |
$52.7K - $57.9K
|
181K
$26.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
368+ 25.75% |
$52.7K - $57.9K
|
1.8K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
366+ 1.03% |
$52.4K - $57.5K
|
35.7K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
354+ 10.21% |
$50.7K - $55.7K
|
3.82K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
353+ 4.61% |
$50.6K - $55.5K
|
8.01K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351+ 102.33% |
$50.3K - $55.2K
|
694
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
350+ 0.84% |
$50.2K - $55K
|
42.1K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
349+ 1.67% |
$50K - $54.9K
|
21.2K
$3.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$50.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
345+ 4.26% |
$49.4K - $54.2K
|
8.45K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344+ 5.69% |
$49.3K - $54.1K
|
6.39K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
340+ 20.54% |
$48.7K - $53.5K
|
2K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
339+ 8.11% |
$48.6K - $53.3K
|
4.52K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
337+ 5.58% |
$48.3K - $53K
|
6.38K
$921K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
336+ 3.96% |
$48.1K - $52.8K
|
8.81K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
335+ 19.32% |
$48K - $52.7K
|
2.07K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
335+ 5.2% |
$48K - $52.7K
|
6.77K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
332+ 16.01% |
$47.6K - $52.2K
|
2.41K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
326+ 8.93% |
$46.7K - $51.3K
|
3.98K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
323+ 12.56% |
$46.3K - $50.8K
|
2.89K
$418K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
321+ 0.14% |
$46K - $50.5K
|
236K
$34.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
312+ 12.46% |
$44.7K - $49.1K
|
2.82K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
310+ 12.47% |
$44.4K - $48.7K
|
2.8K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
308+ 5.84% |
$44.1K - $48.4K
|
5.58K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 17.65% |
$43K - $47.2K
|
2K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
300New |
$43K - $47.2K
|
300
$43.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$40.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
282+ 7.04% |
$40.4K - $44.3K
|
4.29K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
280+ 91.5% |
$40.1K - $44K
|
586
$84.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
279+ 2.46% |
$40K - $43.9K
|
11.6K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
277+ 0.33% |
$39.7K - $43.6K
|
85.5K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
274+ 6.07% |
$39.3K - $43.1K
|
4.79K
$691K
|