Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 500.0% |
$277K - $296K
|
2.4K
$346K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2K+ 21.01% |
$277K - $296K
|
11.5K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2K+ 0.85% |
$276K - $295K
|
237K
$34.3M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.99KNew |
$275K - $294K
|
1.99K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.95K+ 18.28% |
$270K - $288K
|
12.6K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.94KNew |
$269K - $287K
|
1.94K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.92KNew |
$265K - $283K
|
1.92K
$277K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.91KNew |
$264K - $282K
|
1.91K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 14.95% |
$262K - $280K
|
14.5K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.88K+ 4.75% |
$260K - $277K
|
41.3K
$5.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 19.54% |
$259K - $276K
|
11.4K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.87K+ 2.79% |
$259K - $276K
|
68.7K
$9.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.86K+ 93000.0% |
$258K - $275K
|
1.86K
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.86K+ 21.59% |
$257K - $275K
|
10.5K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 55.6% |
$257K - $274K
|
5.19K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 1.29% |
$254K - $271K
|
143K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.83K+ 28.71% |
$254K - $271K
|
8.21K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.83KNew |
$253K - $271K
|
1.83K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.76KNew |
$244K - $260K
|
1.76K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.75KNew |
$243K - $259K
|
1.75K
$253K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.74K+ 9.25% |
$240K - $257K
|
20.5K
$2.96M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 5.84% |
$240K - $257K
|
31.5K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.71K+ 23.38% |
$236K - $252K
|
9.01K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.7K+ 7.11% |
$236K - $252K
|
25.6K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.7KNew |
$235K - $251K
|
1.7K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.69K+ 5.33% |
$233K - $249K
|
33.3K
$4.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 6.66% |
$233K - $248K
|
26.9K
$3.88M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.65K+ 92.23% |
$228K - $244K
|
3.44K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.64KNew |
$226K - $242K
|
1.64K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.64K+ 76.37% |
$226K - $242K
|
3.78K
$545K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.63K+ 5.47% |
$225K - $240K
|
31.3K
$4.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.62KNew |
$225K - $240K
|
1.62K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62KNew |
$225K - $240K
|
1.62K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 4.75% |
$224K - $239K
|
35.6K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.61K+ 34.59% |
$223K - $238K
|
6.26K
$903K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6K+ 74.94% |
$222K - $237K
|
3.74K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$220K - $235K
|
1.59K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.57K+ 1.5% |
$217K - $232K
|
106K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.56K+ 11.58% |
$217K - $231K
|
15.1K
$2.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.56K+ 52.62% |
$216K - $230K
|
4.52K
$652K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.55K+ 2.97% |
$215K - $229K
|
53.8K
$7.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$210K - $224K
|
1.52K
$219K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.51K+ 3.26% |
$210K - $224K
|
48K
$6.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.51KNew |
$209K - $223K
|
1.51K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1.51K+ 6.49% |
$209K - $223K
|
24.7K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.5K+ 2.51% |
$208K - $222K
|
61.2K
$8.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 61.91% |
$208K - $222K
|
3.92K
$566K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.49K+ 56.09% |
$206K - $220K
|
4.15K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.48KNew |
$205K - $219K
|
1.48K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.47KNew |
$204K - $218K
|
1.47K
$213K
|