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 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-25- 21.55% |
$3.46K - $3.7K
|
91
$13.4K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 8.33% |
$3.46K - $3.7K
|
275
$40.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-26- 0.06% |
$3.6K - $3.84K
|
40.5K
$5.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-26- 1.33% |
$3.6K - $3.84K
|
1.94K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-27- 0.63% |
$3.74K - $3.99K
|
4.28K
$629K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-27- 0.78% |
$3.74K - $3.99K
|
3.42K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27- 0.47% |
$3.74K - $3.99K
|
5.76K
$848K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 0.53% |
$3.88K - $4.14K
|
5.27K
$774K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 1.69% |
$4.15K - $4.44K
|
1.75K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 1.07% |
$4.15K - $4.44K
|
2.77K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 0.38% |
$4.15K - $4.44K
|
7.9K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 23.08% |
$4.15K - $4.44K
|
100
$14.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-32- 0.37% |
$4.43K - $4.73K
|
8.7K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 2.26% |
$4.71K - $5.03K
|
1.47K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-34- 0.11% |
$4.71K - $5.03K
|
30.3K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-35- 1.6% |
$4.85K - $5.18K
|
2.15K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-35- 1.41% |
$4.85K - $5.18K
|
2.45K
$361K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 5.32% |
$4.99K - $5.32K
|
641
$94.3K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-37- 1.09% |
$5.12K - $5.47K
|
3.35K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-38- 0.38% |
$5.26K - $5.62K
|
10.1K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 3.86% |
$5.54K - $5.91K
|
997
$147K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41- 0.35% |
$5.68K - $6.06K
|
11.8K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-42- 0.89% |
$5.82K - $6.21K
|
4.67K
$686K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-43- 0.73% |
$5.95K - $6.36K
|
5.82K
$855K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-44- 1.98% |
$6.09K - $6.51K
|
2.18K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.03% |
$6.37K - $6.8K
|
2.22K
$326K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 0.28% |
$6.65K - $7.1K
|
17.3K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-49- 0.7% |
$6.79K - $7.25K
|
6.91K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 3.33% |
$6.92K - $7.39K
|
1.45K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 22.94% |
$6.92K - $7.39K
|
168
$24.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-51- 2.74% |
$7.06K - $7.54K
|
1.81K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-52- 1.88% |
$7.2K - $7.69K
|
2.72K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-55- 2.45% |
$7.62K - $8.13K
|
2.19K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-56- 42.11% |
$7.75K - $8.28K
|
77
$11.3K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56- 0.81% |
$7.75K - $8.28K
|
6.85K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-57- 3.88% |
$7.89K - $8.43K
|
1.41K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-59- 39.07% |
$8.17K - $8.72K
|
92
$13.5K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-61- 1.54% |
$8.45K - $9.02K
|
3.91K
$574K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-64- 3.8% |
$8.86K - $9.46K
|
1.62K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-65- 1.53% |
$9K - $9.61K
|
4.2K
$617K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-65- 19.82% |
$9K - $9.61K
|
263
$38.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-69- 0.32% |
$9.56K - $10.2K
|
21.4K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-70- 2.15% |
$9.69K - $10.4K
|
3.18K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-70- 1.82% |
$9.69K - $10.4K
|
3.78K
$555K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 2.05% |
$9.83K - $10.5K
|
3.4K
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-73- 8.37% |
$10.1K - $10.8K
|
799
$117K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-73- 1.46% |
$10.1K - $10.8K
|
4.93K
$724K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-74- 0.54% |
$10.2K - $10.9K
|
13.7K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-74- 0.91% |
$10.2K - $10.9K
|
8.04K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-75- 3.05% |
$10.4K - $11.1K
|
2.38K
$351K
|