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 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.36% |
$430 - $472
|
828
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$287 - $314
|
6.82K
$924K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.15% |
$287 - $314
|
1.37K
$185K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$287 - $314
|
3.5K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.1% |
$287 - $314
|
2.06K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.17% |
$287 - $314
|
1.2K
$163K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.14% |
$287 - $314
|
1.42K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.11% |
$287 - $314
|
1.89K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.23% |
$287 - $314
|
886
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.01% |
$287 - $314
|
21K
$2.84M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.51% |
$287 - $314
|
395
$53.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$143 - $157
|
246
$33.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 1.05% |
$143 - $157
|
96
$13K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$143 - $157
|
310
$42K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$143 - $157
|
71
$9.62K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$143 - $157
|
364
$49.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1New |
$143 - $157
|
1
$135
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$143 - $157
|
1.6K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $157
|
3.32K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.41% |
$143 - $157
|
245
$33.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.81K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$143 - $157
|
290
$39.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$143 - $157
|
1.18K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.42K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$143 - $157
|
9.21K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
6.5K
$881K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.49% |
$143 - $157
|
204
$27.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.32% |
$143 - $157
|
309
$41.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$143 - $157
|
1.46K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1- 0.03% |
$143 - $157
|
3.93K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$287 - $314
|
4.11K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$287 - $314
|
1.7K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$287 - $314
|
2.04K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2- 0.02% |
$287 - $314
|
11.4K
$1.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.09% |
$287 - $314
|
2.24K
$304K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.03% |
$287 - $314
|
7.12K
$964K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$287 - $314
|
66
$8.94K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.17% |
$430 - $472
|
1.74K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3- 0.06% |
$430 - $472
|
5.43K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3- 0.12% |
$430 - $472
|
2.51K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 33.33% |
$430 - $472
|
6
$813
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-4- 0.09% |
$573 - $629
|
4.64K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.11% |
$573 - $629
|
3.56K
$482K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-5- 0.13% |
$717 - $786
|
3.9K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5- 0.2% |
$717 - $786
|
2.52K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 0.2% |
$860 - $943
|
2.93K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-6- 0.03% |
$860 - $943
|
20.9K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.32% |
$1K - $1.1K
|
2.21K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-7- 0.02% |
$1K - $1.1K
|
31.4K
$4.26M
|