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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.53M - $2.77M
|
665K
$96M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
17.6K+ 8.16% |
$2.53M - $2.77M
|
234K
$33.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.6K+ 686.43% |
$2.52M - $2.76M
|
20.1K
$2.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.5K+ 16.2% |
$2.51M - $2.75M
|
125K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
17KNew |
$2.44M - $2.67M
|
17K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16.9KNew |
$2.41M - $2.65M
|
16.9K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
16.4K+ 11.3% |
$2.36M - $2.58M
|
162K
$23.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
16.2K+ 153.19% |
$2.32M - $2.54M
|
26.7K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15.7K+ 201.97% |
$2.25M - $2.47M
|
23.4K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 213.54% |
$2.21M - $2.42M
|
22.6K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
15K+ 157.27% |
$2.15M - $2.36M
|
24.5K
$3.54M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
15KNew |
$2.15M - $2.36M
|
15K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
14.4KNew |
$2.06M - $2.26M
|
14.4K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14.4K+ 47.19% |
$2.06M - $2.26M
|
44.8K
$6.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 2.51% |
$2.05M - $2.25M
|
582K
$84M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$2.03M - $2.23M
|
14.2K
$2.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
14.1KNew |
$2.02M - $2.22M
|
14.1K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
13.9K+ 88.3% |
$1.99M - $2.19M
|
29.6K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
13.2KNew |
$1.89M - $2.07M
|
13.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9K+ 11.84% |
$1.85M - $2.03M
|
122K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.9KNew |
$1.85M - $2.03M
|
12.9K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
12.7K+ 46.05% |
$1.82M - $2M
|
40.3K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.7KNew |
$1.82M - $1.99M
|
12.7K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 73.1% |
$1.82M - $1.99M
|
30K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$1.79M - $1.97M
|
12.5K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.79M - $1.96M
|
12.5K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2K+ 200.05% |
$1.75M - $1.92M
|
18.3K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.1K+ 80.38% |
$1.73M - $1.9M
|
27K
$3.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 358.63% |
$1.7M - $1.86M
|
15.1K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.8K+ 51.24% |
$1.69M - $1.85M
|
34.7K
$5.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.6K+ 13.61% |
$1.66M - $1.83M
|
96.9K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 67.06% |
$1.65M - $1.81M
|
28.7K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 16.19% |
$1.61M - $1.77M
|
80.6K
$11.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11K+ 2.05% |
$1.58M - $1.73M
|
548K
$79.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10.8KNew |
$1.54M - $1.69M
|
10.8K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 39.71% |
$1.5M - $1.65M
|
36.9K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 1066.29% |
$1.48M - $1.63M
|
11.3K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
10.1KNew |
$1.45M - $1.59M
|
10.1K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Fore Capital, LLC
|
BUY
|
- |
10KNew |
$1.43M - $1.57M
|
10K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
10KNew |
$1.43M - $1.57M
|
10K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.99K+ 16.33% |
$1.43M - $1.57M
|
71.2K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.89K+ 4.53% |
$1.42M - $1.55M
|
228K
$32.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.6K+ 9.81% |
$1.38M - $1.51M
|
108K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.52KNew |
$1.36M - $1.5M
|
9.52K
$1.37M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.18K+ 10.68% |
$1.32M - $1.44M
|
95.1K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.4K+ 11.43% |
$1.2M - $1.32M
|
81.9K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.28K+ 91.75% |
$1.19M - $1.3M
|
17.3K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.13K+ 3.89% |
$1.17M - $1.28M
|
217K
$31.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
8.03K+ 19.87% |
$1.15M - $1.26M
|
48.4K
$6.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.92KNew |
$1.13M - $1.25M
|
7.92K
$1.14M
|