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
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
170+ 7.29% |
$23.5K - $25.1K
|
2.5K
$383K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
167+ 8.76% |
$23.1K - $24.7K
|
2.07K
$317K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
166+ 1.78% |
$23K - $24.5K
|
9.5K
$1.45M
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.36% |
$22.8K - $24.4K
|
12.3K
$1.88M
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
161+ 3.09% |
$22.3K - $23.8K
|
5.37K
$822K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
161+ 1.24% |
$22.3K - $23.8K
|
13.2K
$2.02M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
159+ 4.46% |
$22K - $23.5K
|
3.73K
$571K
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
158+ 23.8% |
$21.9K - $23.4K
|
822
$126K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
154+ 4.22% |
$21.3K - $22.8K
|
3.8K
$582K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
151+ 4.35% |
$20.9K - $22.3K
|
3.63K
$555K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
146+ 3.92% |
$20.2K - $21.6K
|
3.88K
$593K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
142New |
$19.7K - $21K
|
142
$21.7K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
141New |
$19.5K - $20.8K
|
141
$21.6K
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
138+ 3.18% |
$19.1K - $20.4K
|
4.48K
$686K
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
135+ 5.3% |
$18.7K - $20K
|
2.68K
$411K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
132+ 7.93% |
$18.3K - $19.5K
|
1.8K
$275K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 6.43% |
$18K - $19.2K
|
2.15K
$330K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
130+ 8.18% |
$18K - $19.2K
|
1.72K
$263K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
129+ 3.29% |
$17.9K - $19.1K
|
4.05K
$621K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
129+ 14.51% |
$17.9K - $19.1K
|
1.02K
$156K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
125+ 0.59% |
$17.3K - $18.5K
|
21.2K
$3.24M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
125New |
$17.3K - $18.5K
|
125
$19.1K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 2.41% |
$17.3K - $18.5K
|
5.3K
$812K
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
122+ 0.78% |
$16.9K - $18K
|
15.8K
$2.43M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
122+ 3.36% |
$16.9K - $18K
|
3.75K
$574K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
121+ 0.22% |
$16.8K - $17.9K
|
55K
$8.42M
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
116+ 2.97% |
$16.1K - $17.2K
|
4.02K
$616K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
114+ 2.87% |
$15.8K - $16.9K
|
4.09K
$627K
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
112+ 1.11% |
$15.5K - $16.6K
|
10.2K
$1.57M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
111New |
$15.4K - $16.4K
|
111
$17K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111+ 792.86% |
$15.4K - $16.4K
|
125
$19.1K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
109+ 2.46% |
$15.1K - $16.1K
|
4.53K
$694K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
107+ 0.58% |
$14.8K - $15.8K
|
18.4K
$2.82M
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
107+ 7.1% |
$14.8K - $15.8K
|
1.61K
$247K
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
106+ 1.52% |
$14.7K - $15.7K
|
7.09K
$1.09M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 2.65% |
$14.4K - $15.4K
|
4.04K
$618K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
102+ 4.8% |
$14.1K - $15.1K
|
2.23K
$341K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 49.75% |
$13.8K - $14.8K
|
301
$46.1K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
99+ 1.61% |
$13.7K - $14.6K
|
6.24K
$955K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
96+ 5.84% |
$13.3K - $14.2K
|
1.74K
$266K
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
95+ 0.49% |
$13.2K - $14K
|
19.6K
$3.01M
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
95+ 0.35% |
$13.2K - $14K
|
27.4K
$4.2M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
89+ 54.94% |
$12.3K - $13.2K
|
251
$38.4K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
89+ 4.76% |
$12.3K - $13.2K
|
1.96K
$300K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 35.74% |
$12.3K - $13.2K
|
338
$51.8K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
88+ 0.88% |
$12.2K - $13K
|
10.1K
$1.55M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.09% |
$11.6K - $12.4K
|
92.2K
$14.1M
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
80+ 1.16% |
$11.1K - $11.8K
|
7K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 31.82% |
$10.7K - $11.4K
|
319
$48.9K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
70+ 20.29% |
$9.69K - $10.4K
|
415
$63.6K
|