Purchases and Sales Made in Q3 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 07, 2024 Q3 2024
Youngs Advisory Group, Inc.

BUY
 -
99
+ 6.93%
$14.2K - $15.6K
1.53K $225K
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
98
+ 6.0%
$14K - $15.4K
1.73K $254K
Oct 22, 2024 Q3 2024
Pictet North America Advisors Sa

BUY
 -
98
+ 0.18%
$14K - $15.4K
53.2K $7.82M
Oct 09, 2024 Q3 2024
Pacific Sun Financial Corp

BUY
 -
95
+ 2.19%
$13.6K - $14.9K
4.43K $651K
Nov 14, 2024 Q3 2024
Weaver Consulting Group

BUY
 -
95
+ 5.78%
$13.6K - $14.9K
1.74K $256K
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
93
+ 2.95%
$13.3K - $14.6K
3.25K $478K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
93
+ 7.94%
$13.3K - $14.6K
1.26K $186K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
92
+ 0.62%
$13.2K - $14.5K
15K $2.2M
Nov 07, 2024 Q3 2024
Tranquility Partners, LLC

BUY
 -
92
+ 5.98%
$13.2K - $14.5K
1.63K $240K
Oct 15, 2024 Q3 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
91
+ 0.3%
$13K - $14.3K
30.8K $4.53M
Oct 17, 2024 Q3 2024
First Citizens Bank & Trust CO

BUY
 -
90
+ 1.59%
$12.9K - $14.2K
5.75K $845K
Nov 06, 2024 Q3 2024
Rmb Capital Management, LLC

BUY
 -
90
+ 4.77%
$12.9K - $14.2K
1.98K $291K
Nov 04, 2024 Q3 2024
Riverpoint Wealth Management Holdings, LLC

BUY
 -
89
+ 0.25%
$12.8K - $14K
35.3K $5.18M
Oct 23, 2024 Q3 2024
Highland Capital Management, LLC

BUY
 -
86
+ 0.65%
$12.3K - $13.5K
13.3K $1.96M
Nov 04, 2024 Q3 2024
Keystone Financial Services

BUY
 -
86
+ 5.81%
$12.3K - $13.5K
1.57K $230K
Oct 23, 2024 Q3 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
85
+ 1.39%
$12.2K - $13.4K
6.22K $914K
Oct 15, 2024 Q3 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
84
+ 4.36%
$12K - $13.2K
2.01K $296K
Nov 13, 2024 Q3 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
84
+ 1.68%
$12K - $13.2K
5.09K $748K
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
82
+ 0.19%
$11.8K - $12.9K
44.1K $6.49M
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
81
New
$11.6K - $12.7K
81 $11.9K
Nov 08, 2024 Q3 2024
Banque Cantonale Vaudoise

BUY
 -
79
+ 14.6%
$11.3K - $12.4K
620 $91.2K
Nov 07, 2024 Q3 2024
Belmont Capital, LLC

BUY
 -
76
+ 2.77%
$10.9K - $12K
2.82K $414K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
75
+ 30.86%
$10.7K - $11.8K
318 $46.8K
Nov 14, 2024 Q3 2024
Centric Wealth Management

BUY
 -
74
+ 2.4%
$10.6K - $11.6K
3.15K $463K
Nov 04, 2024 Q3 2024
Fountainhead Am, LLC

Warren, NJ
BUY
 -
73
+ 2.46%
$10.5K - $11.5K
3.04K $447K
Nov 08, 2024 Q3 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
73
+ 0.39%
$10.5K - $11.5K
18.8K $2.77M
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
73
+ 0.48%
$10.5K - $11.5K
15.3K $2.25M
Nov 08, 2024 Q3 2024
Thoroughbred Financial Services, LLC

BUY
 -
71
+ 2.41%
$10.2K - $11.2K
3.02K $445K
Nov 07, 2024 Q3 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
70
+ 2.81%
$10K - $11K
2.56K $377K
Nov 12, 2024 Q3 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
68
+ 0.31%
$9.74K - $10.7K
22.3K $3.28M
Nov 05, 2024 Q3 2024
First National Trust CO

BUY
 -
66
+ 0.8%
$9.46K - $10.4K
8.28K $1.22M
Oct 09, 2024 Q3 2024
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
64
New
$9.17K - $10.1K
64 $9.41K
Nov 08, 2024 Q3 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
62
+ 0.29%
$8.88K - $9.75K
21.4K $3.14M
Nov 05, 2024 Q3 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
61
+ 13.68%
$8.74K - $9.59K
507 $74.5K
Nov 14, 2024 Q3 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
61
+ 10.74%
$8.74K - $9.59K
629 $92.5K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
60
+ 0.6%
$8.6K - $9.43K
10.1K $1.49M
Nov 07, 2024 Q3 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
59
+ 1.67%
$8.45K - $9.28K
3.59K $528K
Oct 09, 2024 Q3 2024
Hilltop Wealth Advisors, LLC

BUY
 -
58
+ 0.08%
$8.31K - $9.12K
73.2K $10.8M
Nov 06, 2024 Q3 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
58
+ 141.46%
$8.31K - $9.12K
99 $14.6K
Nov 06, 2024 Q3 2024
Peterson Wealth Services

BUY
 -
58
New
$8.31K - $9.12K
58 $8.53K
Oct 17, 2024 Q3 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
57
+ 0.24%
$8.17K - $8.96K
23.7K $3.49M
Oct 18, 2024 Q3 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
55
+ 0.15%
$7.88K - $8.65K
37.1K $5.45M
Nov 01, 2024 Q3 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
55
+ 3.15%
$7.88K - $8.65K
1.8K $265K
Oct 24, 2024 Q3 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
51
+ 0.33%
$7.31K - $8.02K
15.3K $2.25M
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
51
+ 1.16%
$7.31K - $8.02K
4.45K $654K
Oct 07, 2024 Q3 2024
Alpha Cubed Investments, LLC

BUY
 -
50
+ 1.42%
$7.17K - $7.86K
3.57K $526K
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
50
+ 2.32%
$7.17K - $7.86K
2.21K $324K
Oct 11, 2024 Q3 2024
Novare Capital Management LLC

BUY
 -
50
+ 2.47%
$7.17K - $7.86K
2.07K $305K
Nov 14, 2024 Q3 2024
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
50
+ 1.28%
$7.17K - $7.86K
3.96K $582K

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