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
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$183K - $194K
|
1.32K
$184K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.32K+ 503.44% |
$183K - $194K
|
1.58K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.31K+ 7.72% |
$181K - $192K
|
18.2K
$2.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.3K+ 6.51% |
$179K - $191K
|
21.2K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.29K+ 1.64% |
$179K - $190K
|
80.1K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.28K+ 17.88% |
$177K - $188K
|
8.45K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.27K+ 5.51% |
$176K - $187K
|
24.4K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.27K+ 12.62% |
$176K - $187K
|
11.3K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.27K+ 1.82% |
$176K - $187K
|
71K
$9.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.25K+ 13.97% |
$173K - $184K
|
10.2K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.24K+ 32.98% |
$172K - $182K
|
5K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.19K+ 1.61% |
$165K - $175K
|
75.2K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.18K+ 2.1% |
$163K - $173K
|
57.2K
$7.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.18K+ 11.69% |
$163K - $173K
|
11.2K
$1.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16K+ 9.58% |
$161K - $171K
|
13.3K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 4.21% |
$161K - $171K
|
28.8K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 3.77% |
$158K - $168K
|
31.4K
$4.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.14K+ 8.91% |
$157K - $167K
|
13.9K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.12K+ 1.88% |
$155K - $164K
|
60.4K
$8.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1.12K+ 0.51% |
$154K - $164K
|
219K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.11K+ 8.9% |
$154K - $164K
|
13.6K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.1K+ 1.15% |
$152K - $161K
|
96.6K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 22.14% |
$147K - $156K
|
5.86K
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.06K+ 4.53% |
$147K - $156K
|
24.4K
$3.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.06K+ 2.45% |
$146K - $156K
|
44.2K
$6.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.05K+ 0.53% |
$146K - $155K
|
200K
$27.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.05K+ 5.46% |
$145K - $154K
|
20.3K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04KNew |
$143K - $152K
|
1.04K
$145K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.03K+ 3.87% |
$142K - $151K
|
27.6K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.02K+ 14.56% |
$141K - $150K
|
8.03K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.02KNew |
$141K - $149K
|
1.02K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02KNew |
$141K - $149K
|
1.02K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.01K+ 2.16% |
$139K - $148K
|
47.6K
$6.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1K+ 3.91% |
$139K - $147K
|
26.6K
$3.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1K+ 134.77% |
$138K - $147K
|
1.74K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
981+ 10.86% |
$136K - $144K
|
10K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
981New |
$136K - $144K
|
981
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
969+ 96900.0% |
$134K - $143K
|
970
$135K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
965+ 9.02% |
$134K - $142K
|
11.7K
$1.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
960+ 55.78% |
$133K - $141K
|
2.68K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
937New |
$130K - $138K
|
937
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
922+ 65.76% |
$128K - $136K
|
2.32K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
921+ 10.08% |
$127K - $135K
|
10.1K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
921+ 1.19% |
$127K - $135K
|
78.3K
$10.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
919+ 9.14% |
$127K - $135K
|
11K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
906+ 18.1% |
$125K - $133K
|
5.91K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
901+ 0.51% |
$125K - $133K
|
178K
$24.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
900+ 21.45% |
$125K - $132K
|
5.1K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
888+ 14.55% |
$123K - $131K
|
6.99K
$977K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
876+ 2.78% |
$121K - $129K
|
32.4K
$4.52M
|