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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-148- 0.61% |
$20.5K - $21.9K
|
24.3K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-148- 3.21% |
$20.5K - $21.9K
|
4.47K
$657K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-150- 3.11% |
$20.8K - $22.2K
|
4.68K
$688K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-153- 3.9% |
$21.2K - $22.6K
|
3.77K
$555K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-153- 4.64% |
$21.2K - $22.6K
|
3.14K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-155- 0.16% |
$21.5K - $22.9K
|
99.4K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-155- 0.74% |
$21.5K - $22.9K
|
20.8K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-160- 8.19% |
$22.2K - $23.7K
|
1.79K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-161- 2.0% |
$22.3K - $23.8K
|
7.88K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-161- 9.55% |
$22.3K - $23.8K
|
1.53K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-162- 4.36% |
$22.4K - $24K
|
3.55K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-162- 3.67% |
$22.4K - $24K
|
4.25K
$624K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-163- 3.48% |
$22.6K - $24.1K
|
4.52K
$664K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-163- 1.23% |
$22.6K - $24.1K
|
13.1K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-165- 19.34% |
$22.8K - $24.4K
|
688
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-166- 3.35% |
$23K - $24.5K
|
4.78K
$703K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 35.62% |
$23K - $24.5K
|
300
$44.1K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-167- 56.23% |
$23.1K - $24.7K
|
130
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-171- 8.35% |
$23.7K - $25.3K
|
1.88K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-171- 7.31% |
$23.7K - $25.3K
|
2.17K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-177- 8.29% |
$24.5K - $26.2K
|
1.96K
$288K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-181- 2.81% |
$25.1K - $26.8K
|
6.26K
$920K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-182- 0.96% |
$25.2K - $26.9K
|
18.8K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-183- 0.26% |
$25.3K - $27.1K
|
69.6K
$10.2M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-184- 1.16% |
$25.5K - $27.2K
|
15.6K
$2.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-187- 1.66% |
$25.9K - $27.6K
|
11.1K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-188- 0.59% |
$26K - $27.8K
|
31.9K
$4.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-192- 4.8% |
$26.6K - $28.4K
|
3.81K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-193- 4.11% |
$26.7K - $28.5K
|
4.5K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-196- 10.42% |
$27.1K - $29K
|
1.69K
$248K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 12.49% |
$27.1K - $29K
|
1.37K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-198- 1.42% |
$27.4K - $29.3K
|
13.7K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-198- 0.01% |
$27.4K - $29.3K
|
2.82M
$415M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.34% |
$27.7K - $29.6K
|
8.36K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 10.44% |
$27.7K - $29.6K
|
1.72K
$252K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 4.16% |
$27.7K - $29.6K
|
4.61K
$678K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-204- 7.3% |
$28.2K - $30.2K
|
2.59K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-205- 9.07% |
$28.4K - $30.3K
|
2.06K
$302K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-207- 46.1% |
$28.7K - $30.6K
|
242
$35.6K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-207- 1.41% |
$28.7K - $30.6K
|
14.4K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-207- 0.87% |
$28.7K - $30.6K
|
23.5K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-208- 4.16% |
$28.8K - $30.8K
|
4.8K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-210- 10.37% |
$29.1K - $31.1K
|
1.82K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-211- 0.22% |
$29.2K - $31.2K
|
96.7K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-215- 3.7% |
$29.8K - $31.8K
|
5.6K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-217- 1.43% |
$30.1K - $32.1K
|
14.9K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-224- 53.85% |
$31K - $33.1K
|
192
$28.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-226- 1.83% |
$31.3K - $33.4K
|
12.1K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-228- 4.39% |
$31.6K - $33.7K
|
4.97K
$731K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-231- 2.4% |
$32K - $34.2K
|
9.41K
$1.38M
|