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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.07KNew |
$286K - $304K
|
2.07K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.06K+ 54.75% |
$285K - $302K
|
5.81K
$811K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$284K - $301K
|
2.05K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.03K+ 26.84% |
$281K - $299K
|
9.59K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.03K+ 21.09% |
$281K - $298K
|
11.6K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.02K+ 100.3% |
$280K - $298K
|
4.04K
$564K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01K+ 8.22% |
$278K - $296K
|
26.5K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
1.98KNew |
$275K - $292K
|
1.98K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.97KNew |
$272K - $289K
|
1.97K
$275K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.93KNew |
$267K - $283K
|
1.93K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.88K+ 23.43% |
$261K - $277K
|
9.92K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.87K+ 13.93% |
$259K - $275K
|
15.3K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85K+ 2.22% |
$257K - $273K
|
85.2K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
1.82K+ 4.07% |
$252K - $268K
|
46.6K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.78K+ 336.11% |
$246K - $262K
|
2.31K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.77K+ 0.84% |
$245K - $260K
|
213K
$29.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$239K - $254K
|
1.73K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.7K+ 63.07% |
$235K - $250K
|
4.4K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.7K+ 81.73% |
$235K - $250K
|
3.78K
$528K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.68K+ 7.81% |
$233K - $247K
|
23.2K
$3.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.68KNew |
$233K - $247K
|
1.68K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.67K+ 46.12% |
$230K - $245K
|
5.28K
$737K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.66KNew |
$229K - $244K
|
1.66K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.64K+ 3.16% |
$227K - $241K
|
53.4K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$226K - $240K
|
1.63K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.6K+ 2.61% |
$221K - $235K
|
62.8K
$8.76M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 17.5% |
$218K - $232K
|
10.6K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 2.69% |
$217K - $231K
|
59.9K
$8.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.55K+ 5.46% |
$215K - $228K
|
30K
$4.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.54KNew |
$214K - $227K
|
1.54K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.54K+ 4.38% |
$213K - $227K
|
36.7K
$5.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.53K+ 40.98% |
$211K - $224K
|
5.25K
$733K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.52KNew |
$210K - $223K
|
1.52K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.49KNew |
$206K - $219K
|
1.49K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.48KNew |
$205K - $217K
|
1.48K
$206K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.47KNew |
$204K - $217K
|
1.47K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.46K+ 73000.0% |
$202K - $215K
|
1.46K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.45KNew |
$201K - $213K
|
1.45K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.43KNew |
$198K - $210K
|
1.43K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.43KNew |
$198K - $210K
|
1.43K
$200K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$197K - $209K
|
1.42K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.41K+ 5.69% |
$194K - $207K
|
26.1K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 11.89% |
$192K - $204K
|
13.1K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.39KNew |
$192K - $204K
|
1.39K
$194K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.38K+ 2.71% |
$191K - $203K
|
52.3K
$7.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1.37K+ 5.52% |
$189K - $201K
|
26.1K
$3.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.36KNew |
$189K - $200K
|
1.36K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.35K+ 242.99% |
$187K - $199K
|
1.91K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.33K+ 81.1% |
$184K - $196K
|
2.97K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.32K+ 3.78% |
$183K - $194K
|
36.3K
$5.06M
|