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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 13.14% |
$165K - $181K
|
7.59K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.16K- 4.68% |
$166K - $182K
|
23.6K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 29.19% |
$166K - $182K
|
2.81K
$406K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.17K- 20.32% |
$167K - $183K
|
4.57K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.17K- 8.41% |
$168K - $185K
|
12.8K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.19K- 62.19% |
$170K - $186K
|
721
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.21K- 93.5% |
$173K - $190K
|
84
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.22K- 3.06% |
$174K - $191K
|
38.4K
$5.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.26K- 2.6% |
$180K - $198K
|
47.2K
$6.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.27K- 15.8% |
$182K - $200K
|
6.76K
$976K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.28K- 10.71% |
$184K - $202K
|
10.7K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.29K- 4.56% |
$185K - $203K
|
26.9K
$3.89M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 22.99% |
$189K - $207K
|
4.42K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.37K- 4.52% |
$197K - $216K
|
29K
$4.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 22.53% |
$199K - $218K
|
4.77K
$688K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.4K- 15.06% |
$201K - $221K
|
7.92K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.41K- 23.38% |
$203K - $222K
|
4.63K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.44K- 2.74% |
$206K - $226K
|
51.1K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.19% |
$206K - $226K
|
64.3K
$9.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.44K- 10.34% |
$207K - $227K
|
12.5K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 5.09% |
$209K - $229K
|
27.2K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.48K- 16.07% |
$212K - $233K
|
7.73K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 14.75% |
$213K - $234K
|
8.58K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.53K- 21.77% |
$219K - $240K
|
5.5K
$793K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 48.6% |
$219K - $241K
|
1.62K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.54K- 17.42% |
$221K - $242K
|
7.31K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 4.6% |
$224K - $245K
|
32.4K
$4.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 4.45% |
$228K - $250K
|
34.2K
$4.93M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 23.55% |
$230K - $253K
|
5.21K
$752K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.62K- 15.43% |
$233K - $255K
|
8.9K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.0% |
$234K - $256K
|
52.6K
$7.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.64K- 7.63% |
$235K - $258K
|
19.8K
$2.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.66K- 9.81% |
$237K - $260K
|
15.2K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.67K- 49.04% |
$239K - $262K
|
1.73K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 2.39% |
$242K - $265K
|
69K
$9.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.7K- 12.38% |
$244K - $268K
|
12.1K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.29% |
$244K - $268K
|
13.4K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.73K- 13.44% |
$247K - $272K
|
11.1K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.74K- 6.19% |
$250K - $274K
|
26.4K
$3.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.75K- 16.94% |
$250K - $275K
|
8.57K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.79K- 51.72% |
$256K - $281K
|
1.67K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.8K- 44.99% |
$258K - $283K
|
2.2K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.81K- 8.48% |
$259K - $284K
|
19.5K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.84K- 3.67% |
$263K - $289K
|
48.2K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.84K- 34.67% |
$264K - $290K
|
3.47K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.84K- 14.93% |
$264K - $290K
|
10.5K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 3.07% |
$269K - $295K
|
59.2K
$8.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.88K- 34.77% |
$270K - $296K
|
3.54K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.91K- 13.29% |
$274K - $301K
|
12.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 4.52% |
$279K - $307K
|
41.2K
$5.94M
|