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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.01K- 2.39% |
$832K - $884K
|
245K
$34.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.12K- 31.0% |
$847K - $900K
|
13.6K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.29K- 6.91% |
$870K - $925K
|
84.7K
$11.8M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.33K- 74.98% |
$877K - $932K
|
2.11K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.46K- 19.64% |
$894K - $950K
|
26.4K
$3.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.53K- 30.44% |
$904K - $960K
|
14.9K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.56K- 7.03% |
$909K - $965K
|
86.8K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.83K- 4.22% |
$945K - $1M
|
155K
$21.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.95K- 19.51% |
$962K - $1.02M
|
28.7K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.08K- 70.25% |
$980K - $1.04M
|
3K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.53K- 46.74% |
$1.04M - $1.11M
|
8.58K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.7K- 1.38% |
$1.07M - $1.13M
|
549K
$76.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.78K- 6.31% |
$1.08M - $1.14M
|
115K
$16.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.91K- 51.12% |
$1.09M - $1.16M
|
7.56K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.95K- 8.65% |
$1.1M - $1.17M
|
83.9K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8K- 63.42% |
$1.11M - $1.18M
|
4.61K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-8.11K- 70.47% |
$1.12M - $1.19M
|
3.4K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.17K- 2.04% |
$1.13M - $1.2M
|
392K
$54.7M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-8.39K- 5.36% |
$1.16M - $1.23M
|
148K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.68K- 14.18% |
$1.2M - $1.28M
|
52.5K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.72K- 50.86% |
$1.21M - $1.28M
|
8.43K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.74K- 33.94% |
$1.21M - $1.29M
|
17K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.89K- 56.7% |
$1.23M - $1.31M
|
6.79K
$948K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8.96K- 9.6% |
$1.24M - $1.32M
|
84.4K
$11.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-9.45K- 7.69% |
$1.31M - $1.39M
|
113K
$15.8M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-9.61K- 12.16% |
$1.33M - $1.41M
|
69.4K
$9.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9.77K- 4.09% |
$1.35M - $1.44M
|
229K
$32M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-9.84K- 16.89% |
$1.36M - $1.45M
|
48.4K
$6.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-9.94K- 16.23% |
$1.38M - $1.46M
|
51.3K
$7.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10K- 35.45% |
$1.38M - $1.47M
|
18.2K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-10K- 40.57% |
$1.39M - $1.48M
|
14.7K
$2.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10K- 43.28% |
$1.39M - $1.48M
|
13.2K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-10.3K- 44.72% |
$1.42M - $1.51M
|
12.7K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.5K- 7.55% |
$1.46M - $1.55M
|
129K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.8K- 5.43% |
$1.5M - $1.59M
|
189K
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.9K- 17.49% |
$1.51M - $1.6M
|
51.4K
$7.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-11.2K- 41.64% |
$1.55M - $1.65M
|
15.7K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-11.3K- 59.37% |
$1.57M - $1.67M
|
7.77K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 4.94% |
$1.58M - $1.68M
|
220K
$30.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11.8K- 96.93% |
$1.63M - $1.74M
|
374
$52.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.9K- 46.46% |
$1.64M - $1.75M
|
13.7K
$1.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-12K- 7.97% |
$1.67M - $1.77M
|
139K
$19.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 18.4% |
$1.7M - $1.81M
|
54.5K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-12.6K- 40.23% |
$1.75M - $1.85M
|
18.7K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 6.91% |
$1.76M - $1.87M
|
171K
$23.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-13.1K- 16.05% |
$1.81M - $1.93M
|
68.5K
$9.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.8K- 69.41% |
$1.91M - $2.03M
|
6.09K
$851K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.8K- 23.9% |
$1.91M - $2.03M
|
44K
$6.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.9K- 46.59% |
$1.93M - $2.05M
|
15.9K
$2.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-14.2K- 18.5% |
$1.97M - $2.09M
|
62.6K
$8.75M
|