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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-268- 9.84% |
$37.1K - $39.4K
|
2.46K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-269- 10.03% |
$37.2K - $39.6K
|
2.41K
$337K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-270- 0.8% |
$37.4K - $39.7K
|
33.4K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-274- 7.26% |
$37.9K - $40.3K
|
3.5K
$489K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.38% |
$38.2K - $40.6K
|
73.2K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-277- 35.42% |
$38.3K - $40.7K
|
505
$70.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-278- 1.98% |
$38.5K - $40.9K
|
13.8K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-280- 1.86% |
$38.8K - $41.2K
|
14.8K
$2.06M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-281- 2.9% |
$38.9K - $41.3K
|
9.4K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-282- 0.83% |
$39K - $41.5K
|
33.9K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-283- 6.27% |
$39.2K - $41.6K
|
4.23K
$591K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-283- 2.98% |
$39.2K - $41.6K
|
9.22K
$1.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-285- 1.58% |
$39.5K - $41.9K
|
17.8K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-285- 2.09% |
$39.5K - $41.9K
|
13.4K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-286- 5.74% |
$39.6K - $42.1K
|
4.7K
$656K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-294- 76.36% |
$40.7K - $43.2K
|
91
$12.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-298- 3.93% |
$41.3K - $43.8K
|
7.29K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-300- 14.81% |
$41.5K - $44.1K
|
1.73K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-300- 13.71% |
$41.5K - $44.1K
|
1.89K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-301- 1.4% |
$41.7K - $44.3K
|
21.2K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-304- 13.6% |
$42.1K - $44.7K
|
1.93K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-308- 10.25% |
$42.6K - $45.3K
|
2.7K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-309- 4.56% |
$42.8K - $45.5K
|
6.47K
$903K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-315- 7.3% |
$43.6K - $46.3K
|
4K
$559K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-315- 6.08% |
$43.6K - $46.3K
|
4.87K
$680K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-319- 7.62% |
$44.2K - $46.9K
|
3.87K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-324- 1.34% |
$44.9K - $47.7K
|
23.9K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-327- 7.37% |
$45.3K - $48.1K
|
4.11K
$574K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-333- 0.6% |
$46.1K - $49K
|
55K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-337- 9.87% |
$46.7K - $49.6K
|
3.08K
$430K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-338- 4.99% |
$46.8K - $49.7K
|
6.44K
$899K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-345- 13.14% |
$47.8K - $50.7K
|
2.28K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-347- 5.41% |
$48K - $51K
|
6.07K
$847K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-349- 2.14% |
$48.3K - $51.3K
|
16K
$2.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-355- 33.65% |
$49.1K - $52.2K
|
700
$97.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-356- 5.56% |
$49.3K - $52.4K
|
6.05K
$845K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-363- 57.08% |
$50.3K - $53.4K
|
273
$38.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-375- 8.77% |
$51.9K - $55.2K
|
3.9K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-376- 19.22% |
$52K - $55.3K
|
1.58K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-376- 7.53% |
$52K - $55.3K
|
4.62K
$645K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-377- 1.59% |
$52.2K - $55.5K
|
23.3K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-386- 2.84% |
$53.4K - $56.8K
|
13.2K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-387- 11.66% |
$53.6K - $56.9K
|
2.93K
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-393- 9.72% |
$54.4K - $57.8K
|
3.65K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-393- 1.38% |
$54.4K - $57.8K
|
28.2K
$3.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-396- 12.73% |
$54.8K - $58.2K
|
2.71K
$379K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-402- 20.7% |
$55.6K - $59.1K
|
1.54K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-413- 1.93% |
$57.2K - $60.7K
|
21K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-419- 2.26% |
$58K - $61.6K
|
18.1K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-425- 2.71% |
$58.8K - $62.5K
|
15.2K
$2.13M
|