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 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11+ 0.72% |
$1.58K - $1.73K
|
1.53K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.24% |
$1.43K - $1.57K
|
4.16K
$611K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10New |
$1.43K - $1.57K
|
10
$1.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10+ 0.7% |
$1.43K - $1.57K
|
1.45K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10+ 0.18% |
$1.43K - $1.57K
|
5.62K
$827K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9+ 0.02% |
$1.29K - $1.42K
|
36.3K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 40.91% |
$1.29K - $1.42K
|
31
$4.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9+ 0.29% |
$1.29K - $1.42K
|
3.16K
$464K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
8+ 0.32% |
$1.15K - $1.26K
|
2.54K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.24% |
$1.15K - $1.26K
|
3.29K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.36% |
$1.15K - $1.26K
|
2.25K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8+ 0.35% |
$1.15K - $1.26K
|
2.33K
$342K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 1.47% |
$1.15K - $1.26K
|
551
$81K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$1K - $1.1K
|
7.47K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.26% |
$1K - $1.1K
|
2.73K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 28.0% |
$1K - $1.1K
|
32
$4.71K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7+ 0.4% |
$1K - $1.1K
|
1.77K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$1K - $1.1K
|
1.88K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$1K - $1.1K
|
7
$1.03K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.16% |
$1K - $1.1K
|
4.25K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.27% |
$1K - $1.1K
|
2.62K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
7+ 0.39% |
$1K - $1.1K
|
1.78K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7+ 0.29% |
$1K - $1.1K
|
2.45K
$360K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.97K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.95K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.18% |
$860 - $943
|
3.36K
$494K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$860 - $943
|
4.12K
$605K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$860 - $943
|
4.51K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.1% |
$860 - $943
|
6.25K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
6+ 0.28% |
$860 - $943
|
2.13K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.95K
$287K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.15% |
$860 - $943
|
3.91K
$575K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.15% |
$717 - $786
|
3.43K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$717 - $786
|
1.45K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 6.1% |
$717 - $786
|
87
$12.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.11% |
$573 - $629
|
3.72K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.1% |
$573 - $629
|
3.93K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.25% |
$573 - $629
|
1.63K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4+ 0.09% |
$573 - $629
|
4.41K
$648K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.11% |
$430 - $472
|
2.79K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.21% |
$430 - $472
|
1.43K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.29% |
$430 - $472
|
1.03K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.03% |
$430 - $472
|
9.95K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$430 - $472
|
805
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$430 - $472
|
1.97K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.36% |
$430 - $472
|
828
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$287 - $314
|
6.82K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.15% |
$287 - $314
|
1.37K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$287 - $314
|
3.5K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.1% |
$287 - $314
|
2.06K
$303K
|