Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fund Health (XLV)
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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
307New |
$42.5K - $45.4K
|
307
$44.5K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
303+ 11.74% |
$42K - $44.8K
|
2.89K
$418K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
300+ 16.9% |
$41.5K - $44.4K
|
2.08K
$300K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
300+ 17.08% |
$41.5K - $44.4K
|
2.06K
$298K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
298+ 4.72% |
$41.3K - $44.1K
|
6.62K
$958K
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
297+ 7.18% |
$41.1K - $43.9K
|
4.44K
$642K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
296+ 13.86% |
$41K - $43.8K
|
2.43K
$352K
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
294+ 1.26% |
$40.7K - $43.5K
|
23.7K
$3.43M
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
293+ 4.85% |
$40.6K - $43.3K
|
6.33K
$917K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
291+ 9.22% |
$40.3K - $43K
|
3.45K
$499K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
290+ 0.89% |
$40.2K - $42.9K
|
32.8K
$4.76M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
290+ 3.35% |
$40.2K - $42.9K
|
8.94K
$1.29M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
289+ 125.65% |
$40K - $42.7K
|
519
$75.2K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
288+ 11.91% |
$39.9K - $42.6K
|
2.71K
$392K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
275+ 18.63% |
$38.1K - $40.7K
|
1.75K
$254K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
274+ 2.49% |
$37.9K - $40.5K
|
11.3K
$1.63M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
270+ 5.87% |
$37.4K - $39.9K
|
4.87K
$705K
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
268+ 10.91% |
$37.1K - $39.6K
|
2.72K
$394K
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
268+ 0.87% |
$37.1K - $39.6K
|
31.2K
$4.52M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
267+ 1.74% |
$37K - $39.5K
|
15.6K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
266+ 32.88% |
$36.8K - $39.3K
|
1.08K
$156K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
263New |
$36.4K - $38.9K
|
263
$38.1K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
262New |
$36.3K - $38.7K
|
262
$37.9K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
262+ 12.27% |
$36.3K - $38.7K
|
2.4K
$347K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
261+ 10.1% |
$36.1K - $38.6K
|
2.84K
$412K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
255+ 3.48% |
$35.3K - $37.7K
|
7.59K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
253+ 5.21% |
$35K - $37.4K
|
5.11K
$740K
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
253+ 5.56% |
$35K - $37.4K
|
4.8K
$695K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
251+ 6.8% |
$34.8K - $37.1K
|
3.94K
$571K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
250+ 1.45% |
$34.6K - $37K
|
17.5K
$2.53M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 4.73% |
$34.6K - $37K
|
5.54K
$802K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
247+ 128.65% |
$34.2K - $36.5K
|
439
$63.6K
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
245+ 5.02% |
$33.9K - $36.2K
|
5.13K
$743K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
242+ 1.16% |
$33.5K - $35.8K
|
21.1K
$3.05M
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
232+ 3.94% |
$32.1K - $34.3K
|
6.12K
$886K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
229+ 2.84% |
$31.7K - $33.9K
|
8.28K
$1.2M
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
223+ 7.74% |
$30.9K - $33K
|
3.1K
$449K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
220+ 6.08% |
$30.5K - $32.5K
|
3.84K
$556K
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
220+ 5.31% |
$30.5K - $32.5K
|
4.37K
$632K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
219+ 5.6% |
$30.3K - $32.4K
|
4.13K
$598K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
219+ 6.34% |
$30.3K - $32.4K
|
3.67K
$532K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
219+ 1.72% |
$30.3K - $32.4K
|
13K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
212+ 0.95% |
$29.4K - $31.3K
|
22.4K
$3.25M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
210+ 3.38% |
$29.1K - $31.1K
|
6.43K
$931K
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
203+ 0.86% |
$28.1K - $30K
|
23.7K
$3.44M
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
202+ 492.68% |
$28K - $29.9K
|
243
$35.2K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
202+ 13.07% |
$28K - $29.9K
|
1.75K
$253K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 10.14% |
$27.7K - $29.6K
|
2.17K
$315K
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
200+ 5.26% |
$27.7K - $29.6K
|
4K
$579K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
200+ 2.48% |
$27.7K - $29.6K
|
8.25K
$1.19M
|