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 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-720- 16.47% |
$99.7K - $106K
|
3.65K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-727- 11.37% |
$101K - $107K
|
5.67K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-735- 4.24% |
$102K - $108K
|
16.6K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-746- 2.63% |
$103K - $110K
|
27.6K
$3.85M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-750- 80.04% |
$104K - $110K
|
187
$26.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-753- 0.72% |
$104K - $111K
|
103K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-758- 1.2% |
$105K - $111K
|
62.4K
$8.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-758- 24.63% |
$105K - $111K
|
2.32K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-767- 0.99% |
$106K - $113K
|
76.6K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-768- 7.99% |
$106K - $113K
|
8.84K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-775- 3.78% |
$107K - $114K
|
19.7K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-776- 27.89% |
$107K - $114K
|
2.01K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-788- 2.87% |
$109K - $116K
|
26.6K
$3.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-794- 19.41% |
$110K - $117K
|
3.3K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 11.4% |
$111K - $118K
|
6.22K
$868K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-813- 2.7% |
$113K - $120K
|
29.3K
$4.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-814- 13.03% |
$113K - $120K
|
5.43K
$759K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-830- 5.24% |
$115K - $122K
|
15K
$2.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-844- 91.14% |
$117K - $124K
|
82
$11.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-849- 2.32% |
$118K - $125K
|
35.7K
$4.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-861- 2.14% |
$119K - $127K
|
39.3K
$5.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-876- 8.44% |
$121K - $129K
|
9.51K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-897- 1.45% |
$124K - $132K
|
61.1K
$8.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-908- 10.78% |
$126K - $134K
|
7.52K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-917- 1.98% |
$127K - $135K
|
45.5K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-921- 4.07% |
$127K - $135K
|
21.7K
$3.03M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-949- 1.97% |
$131K - $140K
|
47.1K
$6.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-962- 25.1% |
$133K - $142K
|
2.87K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-965- 2.33% |
$134K - $142K
|
40.4K
$5.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-970- 26.94% |
$134K - $143K
|
2.63K
$367K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.01K- 5.47% |
$139K - $148K
|
17.4K
$2.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 12.97% |
$144K - $153K
|
6.96K
$972K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.06K- 2.41% |
$146K - $155K
|
42.7K
$5.97M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.06K- 4.05% |
$147K - $156K
|
25.2K
$3.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.07K- 5.25% |
$148K - $158K
|
19.3K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.08K- 21.08% |
$149K - $158K
|
4.03K
$563K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.08K- 3.28% |
$150K - $159K
|
31.9K
$4.45M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.09K- 23.29% |
$151K - $160K
|
3.58K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.1K- 23.5% |
$152K - $162K
|
3.58K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 40.06% |
$153K - $163K
|
1.66K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.11K- 41.02% |
$154K - $163K
|
1.6K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.12K- 23.91% |
$154K - $164K
|
3.55K
$496K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.14K- 19.83% |
$157K - $167K
|
4.59K
$642K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.14K- 10.12% |
$158K - $168K
|
10.1K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.14K- 19.59% |
$158K - $168K
|
4.69K
$655K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.15K- 21.41% |
$159K - $169K
|
4.22K
$589K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 9.88% |
$160K - $170K
|
10.5K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.16K- 3.36% |
$160K - $170K
|
33.3K
$4.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 16.12% |
$163K - $173K
|
6.13K
$856K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.18K- 4.97% |
$163K - $174K
|
22.6K
$3.15M
|