Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 01, 2024 Q2 2024
Game Plan Financial Advisors, LLC

BUY
 -
873
+ 8.5%
$121K - $128K
11.1K $1.56M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
871
New
$121K - $128K
871 $122K
Dec 13, 2024 Q2 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
866
+ 7.52%
$120K - $127K
12.4K $1.73M
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
861
+ 3.56%
$119K - $127K
25K $3.49M
Oct 28, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
855
+ 855.0%
$118K - $126K
955 $133K
Jul 22, 2024 Q2 2024
Masso Torrence Wealth Management Inc.

BUY
 -
850
+ 2.83%
$118K - $125K
30.9K $4.32M
Jul 29, 2024 Q2 2024
Smith, Salley & Associates

BUY
 -
843
+ 10.08%
$117K - $124K
9.21K $1.29M
Jul 15, 2024 Q2 2024
Kennicott Capital Management LLC

BUY
 -
839
+ 2.43%
$116K - $123K
35.4K $4.94M
Jul 18, 2024 Q2 2024
Goal Fusion Wealth Management, LLC

BUY
 -
838
+ 2.99%
$116K - $123K
28.9K $4.03M
Aug 01, 2024 Q2 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
831
+ 4.75%
$115K - $122K
18.3K $2.56M
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
817
New
$113K - $120K
817 $114K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
811
+ 1.6%
$112K - $119K
51.4K $7.18M
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
808
+ 41.16%
$112K - $119K
2.77K $387K
Jul 02, 2024 Q2 2024
Hudson Valley Investment Advisors Inc

BUY
 -
800
+ 1.24%
$111K - $118K
65.4K $9.14M
Jul 10, 2024 Q2 2024
Smith Anglin Financial, LLC

BUY
 -
783
+ 12.51%
$108K - $115K
7.04K $983K
Aug 12, 2024 Q2 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
783
+ 31.08%
$108K - $115K
3.3K $461K
Aug 09, 2024 Q2 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
780
+ 19.06%
$108K - $115K
4.87K $680K
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
766
+ 4.62%
$106K - $113K
17.3K $2.42M
Jul 24, 2024 Q2 2024
Grove Bank & Trust

BUY
 -
765
+ 111.19%
$106K - $113K
1.45K $203K
Jul 24, 2024 Q2 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
763
+ 1.16%
$106K - $112K
66.5K $9.29M
Jul 18, 2024 Q2 2024
Insight Wealth Partners, LLC

BUY
 -
758
+ 37.34%
$105K - $111K
2.79K $389K
Aug 05, 2024 Q2 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
750
+ 2.53%
$104K - $110K
30.4K $4.25M
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
741
+ 2.51%
$103K - $109K
30.3K $4.23M
Jul 15, 2024 Q2 2024
Occidental Asset Management, LLC

BUY
 -
737
+ 13.82%
$102K - $108K
6.07K $847K
Aug 08, 2024 Q2 2024
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
733
+ 28.81%
$101K - $108K
3.28K $458K
Jul 18, 2024 Q2 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
727
+ 1.49%
$101K - $107K
49.6K $6.93M
Aug 09, 2024 Q2 2024
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
715
+ 35.93%
$99K - $105K
2.71K $378K
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
705
+ 0.35%
$97.6K - $104K
200K $27.9M
Aug 09, 2024 Q2 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
703
+ 11.49%
$97.3K - $103K
6.82K $952K
Jul 19, 2024 Q2 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
686
+ 6.13%
$95K - $101K
11.9K $1.66M
Aug 02, 2024 Q2 2024
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
679
+ 21.0%
$94K - $99.9K
3.91K $546K
Aug 14, 2024 Q2 2024
Zacks Investment Management

Chicago, IL
BUY
 -
663
+ 37.69%
$91.8K - $97.5K
2.42K $338K
Jul 31, 2024 Q2 2024
Stockman Wealth Management, Inc.

BUY
 -
660
+ 2.45%
$91.4K - $97.1K
27.6K $3.85M
Aug 12, 2024 Q2 2024
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
650
+ 3.46%
$90K - $95.6K
19.5K $2.72M
Jul 12, 2024 Q2 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
649
+ 46.96%
$89.8K - $95.5K
2.03K $284K
Jul 30, 2024 Q2 2024
Integral Investment Advisors, Inc.

BUY
 -
648
+ 23.21%
$89.7K - $95.3K
3.44K $480K
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
631
+ 11.07%
$87.3K - $92.8K
6.33K $884K
Aug 14, 2024 Q2 2024
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
630
+ 12.56%
$87.2K - $92.7K
5.65K $788K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
621
+ 8.3%
$86K - $91.3K
8.1K $1.13M
Jul 15, 2024 Q2 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
612
+ 11.3%
$84.7K - $90K
6.03K $842K
Aug 07, 2024 Q2 2024
Redwood Financial Network Corp

BUY
 -
612
+ 7.18%
$84.7K - $90K
9.14K $1.28M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
612
+ 5.51%
$84.7K - $90K
11.7K $1.64M
Jul 23, 2024 Q2 2024
Bridge Advisory, LLC

BUY
 -
611
+ 8.71%
$84.6K - $89.9K
7.62K $1.06M
Jul 25, 2024 Q2 2024
Highland Capital Management, LLC

BUY
 -
611
+ 4.85%
$84.6K - $89.9K
13.2K $1.85M
Jul 30, 2024 Q2 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
607
+ 3.87%
$84K - $89.3K
16.3K $2.27M
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
598
+ 27.07%
$82.8K - $88K
2.81K $392K
Aug 13, 2024 Q2 2024
Patten & Patten Inc

BUY
 -
590
+ 1.42%
$81.7K - $86.8K
42.1K $5.87M
Aug 08, 2024 Q2 2024
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
584
+ 1.87%
$80.8K - $85.9K
31.8K $4.44M
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
580
+ 10.14%
$80.3K - $85.3K
6.3K $879K

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