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 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06K+ 5.04% |
$151K - $166K
|
22K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.03K+ 12.09% |
$148K - $162K
|
9.58K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
996+ 19.31% |
$143K - $157K
|
6.16K
$888K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
988+ 2.89% |
$142K - $155K
|
35.2K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
982New |
$141K - $154K
|
982
$142K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 3.92% |
$137K - $151K
|
25.4K
$3.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
956+ 3.71% |
$137K - $150K
|
26.7K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
950+ 9.43% |
$136K - $149K
|
11K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
950+ 2.69% |
$136K - $149K
|
36.3K
$5.24M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
945+ 3.88% |
$135K - $149K
|
25.3K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
944+ 7.55% |
$135K - $148K
|
13.4K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
934+ 12.81% |
$134K - $147K
|
8.23K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
933+ 3.95% |
$134K - $147K
|
24.5K
$3.54M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
930+ 67.15% |
$133K - $146K
|
2.32K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
924+ 23.93% |
$132K - $145K
|
4.79K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
921New |
$132K - $145K
|
921
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
916+ 7.84% |
$131K - $144K
|
12.6K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
915+ 39.66% |
$131K - $144K
|
3.22K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
912+ 3.56% |
$131K - $143K
|
26.5K
$3.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
911+ 4.62% |
$131K - $143K
|
20.6K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
908+ 19.44% |
$130K - $143K
|
5.58K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
900+ 18.71% |
$129K - $142K
|
5.71K
$824K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
879+ 2.39% |
$126K - $138K
|
37.6K
$5.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
859+ 16.17% |
$123K - $135K
|
6.17K
$891K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
855+ 6.33% |
$123K - $134K
|
14.4K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
845+ 1.62% |
$121K - $133K
|
53.1K
$7.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$121K - $133K
|
844
$122K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
832New |
$119K - $131K
|
832
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
830+ 4.38% |
$119K - $131K
|
19.8K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
818+ 26.07% |
$117K - $129K
|
3.96K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
816+ 0.13% |
$117K - $128K
|
608K
$87.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
812New |
$116K - $128K
|
812
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
801+ 4.92% |
$115K - $126K
|
17.1K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
794+ 9.26% |
$114K - $125K
|
9.37K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
784+ 12.38% |
$112K - $123K
|
7.12K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
777+ 4.47% |
$111K - $122K
|
18.1K
$2.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
775+ 2.42% |
$111K - $122K
|
32.9K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
765+ 15.39% |
$110K - $120K
|
5.74K
$828K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
747+ 12.64% |
$107K - $117K
|
6.66K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
745+ 22.53% |
$107K - $117K
|
4.05K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
727+ 37.57% |
$104K - $114K
|
2.66K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
723+ 1.04% |
$104K - $114K
|
70.3K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
717+ 1.14% |
$103K - $113K
|
63.5K
$9.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
711+ 46.08% |
$102K - $112K
|
2.25K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
703+ 0.89% |
$101K - $111K
|
79.3K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
700+ 16.54% |
$100K - $110K
|
4.93K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
700+ 7.41% |
$100K - $110K
|
10.2K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
687New |
$98.4K - $108K
|
687
$99.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
685+ 73.03% |
$98.2K - $108K
|
1.62K
$234K
|