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
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-162- 3.67% |
$22.4K - $24K
|
4.25K
$650K
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-163- 3.48% |
$22.6K - $24.1K
|
4.52K
$691K
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-163- 1.23% |
$22.6K - $24.1K
|
13.1K
$2.01M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-165- 19.34% |
$22.8K - $24.4K
|
688
$105K
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-166- 3.35% |
$23K - $24.5K
|
4.78K
$732K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 35.62% |
$23K - $24.5K
|
300
$45.9K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-167- 56.23% |
$23.1K - $24.7K
|
130
$19.9K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-171- 8.35% |
$23.7K - $25.3K
|
1.88K
$288K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-171- 7.31% |
$23.7K - $25.3K
|
2.17K
$332K
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-177- 8.29% |
$24.5K - $26.2K
|
1.96K
$300K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-181- 2.81% |
$25.1K - $26.8K
|
6.26K
$959K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-182- 0.96% |
$25.2K - $26.9K
|
18.8K
$2.88M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-183- 0.26% |
$25.3K - $27.1K
|
69.6K
$10.7M
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-187- 1.66% |
$25.9K - $27.6K
|
11.1K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-188- 0.59% |
$26K - $27.8K
|
31.9K
$4.89M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-192- 4.8% |
$26.6K - $28.4K
|
3.81K
$583K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-193- 4.11% |
$26.7K - $28.5K
|
4.5K
$689K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-196- 10.42% |
$27.1K - $29K
|
1.69K
$258K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-198- 1.42% |
$27.4K - $29.3K
|
13.7K
$2.1M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-198- 0.01% |
$27.4K - $29.3K
|
2.82M
$432M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.34% |
$27.7K - $29.6K
|
8.36K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 10.44% |
$27.7K - $29.6K
|
1.72K
$263K
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 4.16% |
$27.7K - $29.6K
|
4.61K
$706K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-204- 7.3% |
$28.2K - $30.2K
|
2.59K
$397K
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-205- 9.07% |
$28.4K - $30.3K
|
2.06K
$315K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-207- 46.1% |
$28.7K - $30.6K
|
242
$37.1K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-207- 1.41% |
$28.7K - $30.6K
|
14.4K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-207- 0.87% |
$28.7K - $30.6K
|
23.5K
$3.59M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-208- 4.16% |
$28.8K - $30.8K
|
4.8K
$734K
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-210- 10.37% |
$29.1K - $31.1K
|
1.82K
$278K
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-211- 0.22% |
$29.2K - $31.2K
|
96.7K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-215- 3.7% |
$29.8K - $31.8K
|
5.6K
$858K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-217- 1.43% |
$30.1K - $32.1K
|
14.9K
$2.28M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-224- 53.85% |
$31K - $33.1K
|
192
$29.4K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-226- 1.83% |
$31.3K - $33.4K
|
12.1K
$1.86M
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-228- 4.39% |
$31.6K - $33.7K
|
4.97K
$761K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-231- 2.4% |
$32K - $34.2K
|
9.41K
$1.44M
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-236- 13.92% |
$32.7K - $34.9K
|
1.46K
$224K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-236- 1.02% |
$32.7K - $34.9K
|
22.9K
$3.51M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-237- 3.57% |
$32.8K - $35K
|
6.39K
$979K
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-238- 1.05% |
$33K - $35.2K
|
22.4K
$3.42M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-240- 4.47% |
$33.2K - $35.5K
|
5.13K
$786K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-242- 7.68% |
$33.5K - $35.8K
|
2.91K
$445K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-242- 7.21% |
$33.5K - $35.8K
|
3.11K
$477K
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-243- 0.84% |
$33.7K - $35.9K
|
28.6K
$4.37M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-245- 7.84% |
$33.9K - $36.2K
|
2.88K
$441K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-246- 2.07% |
$34.1K - $36.4K
|
11.6K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-248- 6.26% |
$34.3K - $36.7K
|
3.71K
$568K
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 8.76% |
$34.9K - $37.3K
|
2.63K
$402K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-253- 4.51% |
$35K - $37.4K
|
5.36K
$820K
|