Purchases and Sales Made in Q1 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 Q1 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
Nov 01, 2024 Q1 2024
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
1.05K
+ 21.06%
$145K - $155K
6.01K $878K
May 01, 2024 Q1 2024
Kfa Private Wealth Group, LLC

BUY
 -
1.04K
+ 17.78%
$144K - $154K
6.91K $1.01M
Apr 16, 2024 Q1 2024
Toth Financial Advisory Corp

BUY
 -
1.04K
+ 1.68%
$144K - $154K
63.2K $9.23M
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.04K
+ 21.58%
$144K - $154K
5.86K $856K
Apr 10, 2024 Q1 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
1.02K
+ 1.32%
$142K - $151K
78.6K $11.5M
May 14, 2024 Q1 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
1K
+ 3.63%
$139K - $148K
28.6K $4.17M
May 09, 2024 Q1 2024
Gruss & Co., LLC

BUY
 -
1K
+ 25.0%
$138K - $148K
5K $731K
May 02, 2024 Q1 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
986
+ 15.96%
$137K - $146K
7.17K $1.05M
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
973
+ 46.09%
$135K - $144K
3.08K $451K
Apr 16, 2024 Q1 2024
Occidental Asset Management, LLC

BUY
 -
949
+ 21.66%
$131K - $140K
5.33K $779K
Apr 22, 2024 Q1 2024
Altfest L J & CO Inc

BUY
 -
944
+ 16.19%
$131K - $140K
6.78K $990K
May 01, 2024 Q1 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
942
+ 18.38%
$130K - $139K
6.07K $887K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
937
+ 26.36%
$130K - $139K
4.49K $656K
Apr 10, 2024 Q1 2024
Bcs Wealth Management

BUY
 -
923
+ 28.26%
$128K - $136K
4.19K $612K
May 09, 2024 Q1 2024
Private Portfolio Partners LLC

BUY
 -
918
+ 6.49%
$127K - $136K
15.1K $2.2M
Apr 30, 2024 Q1 2024
Pinnacle Financial Partners Inc

BUY
 -
917
+ 12.86%
$127K - $136K
8.05K $1.18M
Apr 15, 2024 Q1 2024
First Citizens Bank & Trust CO

BUY
 -
914
+ 19.27%
$127K - $135K
5.66K $827K
May 02, 2024 Q1 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
913
+ 31.8%
$126K - $135K
3.78K $553K
Apr 25, 2024 Q1 2024
Strategy Asset Managers LLC

BUY
 -
911
+ 4.73%
$126K - $135K
20.2K $2.95M
Apr 15, 2024 Q1 2024
Courier Capital LLC

BUY
 -
909
+ 1.95%
$126K - $134K
47.6K $6.95M
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
894
+ 10.79%
$124K - $132K
9.18K $1.34M
May 03, 2024 Q1 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
891
+ 1.79%
$123K - $132K
50.6K $7.39M
Apr 09, 2024 Q1 2024
Adirondack Trust CO

BUY
 -
871
+ 27.07%
$121K - $129K
4.09K $598K
Apr 11, 2024 Q1 2024
Capital Cs Group, LLC

BUY
 -
867
+ 57.99%
$120K - $128K
2.36K $345K
Apr 30, 2024 Q1 2024
Jfs Wealth Advisors, LLC

BUY
 -
852
+ 4.06%
$118K - $126K
21.9K $3.19M
Apr 30, 2024 Q1 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
850
+ 7.28%
$118K - $126K
12.5K $1.83M
Apr 11, 2024 Q1 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
838
+ 12.95%
$116K - $124K
7.31K $1.07M
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
826
+ 3.87%
$114K - $122K
22.2K $3.24M
May 10, 2024 Q1 2024
Baker Avenue Asset Management, LP

BUY
 -
826
+ 2.43%
$114K - $122K
34.8K $5.09M
Apr 17, 2024 Q1 2024
Burns J W & CO Inc

BUY
 -
823
+ 29.79%
$114K - $122K
3.59K $524K
May 14, 2024 Q1 2024
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
823
+ 44.41%
$114K - $122K
2.68K $391K
Apr 23, 2024 Q1 2024
Bouchey Financial Group LTD

BUY
 -
816
+ 0.34%
$113K - $121K
239K $34.9M
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
812
+ 5.64%
$112K - $120K
15.2K $2.22M
Apr 16, 2024 Q1 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
809
+ 12.13%
$112K - $120K
7.48K $1.09M
Apr 01, 2024 Q1 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
806
+ 3.45%
$112K - $119K
24.1K $3.53M
May 07, 2024 Q1 2024
Abbrea Capital, LLC

BUY
 -
791
+ 7.16%
$110K - $117K
11.8K $1.73M
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
789
+ 6.35%
$109K - $117K
13.2K $1.93M
May 01, 2024 Q1 2024
Prosperity Consulting Group, LLC

BUY
 -
772
+ 23.11%
$107K - $114K
4.11K $601K
Apr 22, 2024 Q1 2024
Rovin Capital

BUY
 -
769
+ 9.38%
$106K - $114K
8.97K $1.31M
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
767
+ 1.0%
$106K - $113K
77.3K $11.3M
Apr 29, 2024 Q1 2024
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
764
+ 8.94%
$106K - $113K
9.31K $1.36M
May 08, 2024 Q1 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
761
+ 29.46%
$105K - $113K
3.34K $489K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
748
+ 3.35%
$104K - $111K
23.1K $3.38M
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
747
+ 1.22%
$103K - $110K
62K $9.06M
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
743
+ 26.51%
$103K - $110K
3.55K $518K
Apr 22, 2024 Q1 2024
Provident Wealth Management, LLC

BUY
 -
742
New
$103K - $110K
742 $108K
Apr 29, 2024 Q1 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
722
+ 6.9%
$100K - $107K
11.2K $1.64M
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
721
+ 40.57%
$99.8K - $107K
2.5K $365K
May 15, 2024 Q1 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
720
+ 272.73%
$99.7K - $106K
984 $144K

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