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 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.14K- 13.23% |
$435K - $462K
|
20.6K
$2.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.14K- 26.21% |
$435K - $462K
|
8.85K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.17K- 32.2% |
$439K - $466K
|
6.67K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.18K- 31.28% |
$440K - $468K
|
6.99K
$976K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.21K- 3.96% |
$445K - $473K
|
77.9K
$10.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-3.26K- 25.62% |
$451K - $479K
|
9.46K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 50.91% |
$452K - $480K
|
3.15K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.28K- 11.72% |
$453K - $482K
|
24.7K
$3.45M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.32K- 18.03% |
$460K - $489K
|
15.1K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.35K- 29.67% |
$464K - $493K
|
7.95K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.44K- 47.14% |
$476K - $506K
|
3.86K
$539K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.48K- 0.93% |
$482K - $512K
|
372K
$52M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.56K- 9.32% |
$492K - $523K
|
34.6K
$4.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.58K- 31.55% |
$495K - $526K
|
7.76K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.62K- 69.8% |
$501K - $532K
|
1.57K
$219K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.67K- 23.47% |
$508K - $540K
|
12K
$1.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.69K- 20.91% |
$511K - $543K
|
14K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.74K- 68.59% |
$517K - $550K
|
1.71K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.75K- 45.45% |
$519K - $552K
|
4.5K
$628K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.76K- 26.18% |
$521K - $553K
|
10.6K
$1.48M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-3.84K- 80.09% |
$532K - $565K
|
955
$133K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.9K- 9.83% |
$539K - $573K
|
35.8K
$4.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.9K- 5.58% |
$540K - $574K
|
66K
$9.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.92K- 2.59% |
$542K - $576K
|
147K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4K- 17.06% |
$554K - $589K
|
19.5K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.05K- 21.35% |
$560K - $595K
|
14.9K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.11K- 12.89% |
$570K - $605K
|
27.8K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.15K- 28.68% |
$574K - $610K
|
10.3K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.17K- 6.99% |
$577K - $613K
|
55.4K
$7.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.17K- 88.53% |
$578K - $614K
|
541
$75.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.3K- 22.98% |
$595K - $632K
|
14.4K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-4.31K- 18.62% |
$596K - $634K
|
18.8K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.33K- 1.11% |
$599K - $637K
|
386K
$54M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.4K- 67.07% |
$609K - $647K
|
2.16K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.47K- 70.2% |
$618K - $657K
|
1.9K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-4.58K- 4.77% |
$634K - $674K
|
91.5K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.63K- 5.89% |
$641K - $681K
|
74K
$10.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-5K- 5.84% |
$692K - $735K
|
80.5K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 9.67% |
$692K - $735K
|
46.7K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 3.15% |
$697K - $740K
|
155K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.44K- 2.47% |
$753K - $800K
|
215K
$30M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.46K- 73.65% |
$756K - $803K
|
1.95K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.49K- 29.82% |
$759K - $807K
|
12.9K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.6K- 23.68% |
$775K - $823K
|
18K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.63K- 90.53% |
$779K - $828K
|
589
$82.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.68K- 24.23% |
$786K - $835K
|
17.8K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.7K- 7.59% |
$788K - $838K
|
69.4K
$9.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.92K- 35.79% |
$819K - $870K
|
10.6K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.93K- 54.53% |
$820K - $872K
|
4.94K
$690K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.98K- 36.27% |
$828K - $880K
|
10.5K
$1.47M
|