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 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
560+ 2.05% |
$77.5K - $82.4K
|
27.9K
$4.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
553+ 21.39% |
$76.6K - $81.3K
|
3.14K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
546+ 207.6% |
$75.6K - $80.3K
|
809
$117K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
546+ 21.12% |
$75.6K - $80.3K
|
3.13K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
540+ 0.43% |
$74.8K - $79.4K
|
126K
$18.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
538+ 1.6% |
$74.5K - $79.1K
|
34.2K
$4.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
536+ 22.53% |
$74.2K - $78.8K
|
2.92K
$421K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
528+ 1056.0% |
$73.1K - $77.7K
|
578
$83.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
527+ 35.61% |
$73K - $77.5K
|
2.01K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
510+ 5.33% |
$70.6K - $75K
|
10.1K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
508+ 10.7% |
$70.3K - $74.7K
|
5.26K
$759K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
504+ 7.29% |
$69.8K - $74.1K
|
7.42K
$1.07M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 157.99% |
$69.8K - $74.1K
|
823
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
499+ 0.19% |
$69.1K - $73.4K
|
269K
$38.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
497+ 95.76% |
$68.8K - $73.1K
|
1.02K
$147K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
496+ 2.15% |
$68.7K - $73K
|
23.6K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
496+ 10.64% |
$68.7K - $73K
|
5.16K
$744K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
493+ 19.34% |
$68.2K - $72.5K
|
3.04K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
492+ 3.01% |
$68.1K - $72.4K
|
16.8K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
492+ 2.42% |
$68.1K - $72.4K
|
20.9K
$3.01M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
487+ 13.54% |
$67.4K - $71.6K
|
4.09K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
486+ 2.82% |
$67.3K - $71.5K
|
17.7K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
485+ 6.05% |
$67.1K - $71.3K
|
8.51K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
483+ 0.68% |
$66.9K - $71K
|
71.8K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
481+ 29.01% |
$66.6K - $70.8K
|
2.14K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
479+ 5.87% |
$66.3K - $70.5K
|
8.65K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
478+ 1.63% |
$66.2K - $70.3K
|
29.9K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
475+ 2.9% |
$65.8K - $69.9K
|
16.8K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
459+ 12.16% |
$63.5K - $67.5K
|
4.24K
$611K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
449+ 2.51% |
$62.2K - $66K
|
18.3K
$2.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
444+ 13.59% |
$61.5K - $65.3K
|
3.71K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
441+ 31.32% |
$61K - $64.9K
|
1.85K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
435+ 10.82% |
$60.2K - $64K
|
4.46K
$643K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
429+ 5.78% |
$59.4K - $63.1K
|
7.85K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
428+ 20.4% |
$59.2K - $63K
|
2.53K
$365K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
426+ 10.42% |
$59K - $62.7K
|
4.52K
$652K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
426+ 12.37% |
$59K - $62.7K
|
3.87K
$559K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
424+ 119.44% |
$58.7K - $62.4K
|
779
$112K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
423+ 21.76% |
$58.6K - $62.2K
|
2.37K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
422+ 3.09% |
$58.4K - $62.1K
|
14.1K
$2.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
412+ 2.6% |
$57K - $60.6K
|
16.3K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
410+ 22.47% |
$56.8K - $60.3K
|
2.24K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
409+ 1.29% |
$56.6K - $60.2K
|
32.2K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
408+ 4.75% |
$56.5K - $60K
|
8.99K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
405+ 27.0% |
$56.1K - $59.6K
|
1.91K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
403+ 28.26% |
$55.8K - $59.3K
|
1.83K
$264K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
403+ 25.14% |
$55.8K - $59.3K
|
2.01K
$289K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
400+ 0.94% |
$55.4K - $58.8K
|
43.1K
$6.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
394+ 1.18% |
$54.5K - $58K
|
33.9K
$4.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
392+ 8.48% |
$54.3K - $57.7K
|
5.02K
$724K
|