Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
388+ 668.97% |
$53.7K - $57.1K
|
446
$64.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
385+ 113.91% |
$53.3K - $56.6K
|
723
$104K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
381+ 7.86% |
$52.7K - $56K
|
5.23K
$755K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
374+ 8.28% |
$51.8K - $55K
|
4.89K
$706K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
373+ 1.14% |
$51.6K - $54.9K
|
33K
$4.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
369+ 1.19% |
$51.1K - $54.3K
|
31.4K
$4.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
366+ 2.15% |
$50.7K - $53.8K
|
17.4K
$2.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
366+ 5.16% |
$50.7K - $53.8K
|
7.45K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
363+ 20.25% |
$50.3K - $53.4K
|
2.16K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
362+ 7.28% |
$50.1K - $53.2K
|
5.33K
$770K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
361+ 2.48% |
$50K - $53.1K
|
14.9K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
361+ 11.95% |
$50K - $53.1K
|
3.38K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
361+ 12.69% |
$50K - $53.1K
|
3.21K
$463K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
357+ 1.31% |
$49.4K - $52.5K
|
27.6K
$3.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
357+ 4.35% |
$49.4K - $52.5K
|
8.57K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
357+ 6.16% |
$49.4K - $52.5K
|
6.16K
$888K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
350+ 1.61% |
$48.5K - $51.5K
|
22.1K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
347+ 6.09% |
$48K - $51K
|
6.04K
$872K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
347+ 6.09% |
$48K - $51K
|
6.04K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
343+ 133.46% |
$47.5K - $50.5K
|
600
$86.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
340+ 3.06% |
$47.1K - $50K
|
11.4K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
339+ 3.7% |
$46.9K - $49.9K
|
9.5K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
329+ 1.79% |
$45.5K - $48.4K
|
18.8K
$2.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
329+ 12.54% |
$45.5K - $48.4K
|
2.95K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
328+ 1.74% |
$45.4K - $48.2K
|
19.2K
$2.77M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
313+ 0.47% |
$43.3K - $46K
|
67.1K
$9.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
313+ 11.7% |
$43.3K - $46K
|
2.99K
$431K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
311+ 17.51% |
$43.1K - $45.7K
|
2.09K
$301K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
310New |
$42.9K - $45.6K
|
310
$44.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
306New |
$42.4K - $45K
|
306
$44.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
300+ 0.79% |
$41.5K - $44.1K
|
38.1K
$5.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
299+ 8.94% |
$41.4K - $44K
|
3.64K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
297+ 0.79% |
$41.1K - $43.7K
|
38K
$5.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
285+ 21.64% |
$39.5K - $41.9K
|
1.6K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
284+ 18.09% |
$39.3K - $41.8K
|
1.85K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
282+ 1.93% |
$39K - $41.5K
|
14.9K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
282+ 4.94% |
$39K - $41.5K
|
6K
$865K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
277+ 2.35% |
$38.3K - $40.7K
|
12.1K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
275+ 3.05% |
$38.1K - $40.4K
|
9.28K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
274+ 9.37% |
$37.9K - $40.3K
|
3.2K
$462K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.15% |
$37.8K - $40.2K
|
24.1K
$3.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
273+ 12.3% |
$37.8K - $40.2K
|
2.49K
$360K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
273+ 3.3% |
$37.8K - $40.2K
|
8.54K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
270+ 12.04% |
$37.4K - $39.7K
|
2.51K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
270+ 2.94% |
$37.4K - $39.7K
|
9.45K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
267+ 1.48% |
$37K - $39.3K
|
18.3K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
266+ 3.2% |
$36.8K - $39.1K
|
8.57K
$1.24M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
265+ 1.1% |
$36.7K - $39K
|
24.4K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
265+ 9.19% |
$36.7K - $39K
|
3.15K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
263+ 14.11% |
$36.4K - $38.7K
|
2.13K
$307K
|