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 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-236- 13.92% |
$32.7K - $34.9K
|
1.46K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-236- 1.02% |
$32.7K - $34.9K
|
22.9K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-237- 3.57% |
$32.8K - $35K
|
6.39K
$940K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-238- 1.05% |
$33K - $35.2K
|
22.4K
$3.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-240- 4.47% |
$33.2K - $35.5K
|
5.13K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-242- 7.68% |
$33.5K - $35.8K
|
2.91K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-242- 7.21% |
$33.5K - $35.8K
|
3.11K
$458K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-243- 0.84% |
$33.7K - $35.9K
|
28.6K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-245- 7.84% |
$33.9K - $36.2K
|
2.88K
$423K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-246- 2.07% |
$34.1K - $36.4K
|
11.6K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-248- 6.26% |
$34.3K - $36.7K
|
3.71K
$546K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 8.76% |
$34.9K - $37.3K
|
2.63K
$386K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 8.76% |
$34.9K - $37.3K
|
2.63K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-253- 4.51% |
$35K - $37.4K
|
5.36K
$787K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-255- 1.73% |
$35.3K - $37.7K
|
14.5K
$2.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-259- 62.86% |
$35.9K - $38.3K
|
153
$22.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-265- 7.85% |
$36.7K - $39.2K
|
3.11K
$457K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-265- 4.25% |
$36.7K - $39.2K
|
5.97K
$878K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-269- 2.74% |
$37.3K - $39.8K
|
9.56K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-270- 14.63% |
$37.4K - $39.9K
|
1.58K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-277- 5.48% |
$38.4K - $41K
|
4.78K
$703K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-277- 10.14% |
$38.4K - $41K
|
2.45K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-279- 2.64% |
$38.6K - $41.3K
|
10.3K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-285- 5.97% |
$39.5K - $42.1K
|
4.49K
$660K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-285- 4.59% |
$39.5K - $42.1K
|
5.93K
$871K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-286- 6.61% |
$39.6K - $42.3K
|
4.04K
$595K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-287- 12.28% |
$39.7K - $42.4K
|
2.05K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-287- 3.52% |
$39.7K - $42.4K
|
7.88K
$1.16M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-290- 7.28% |
$40.2K - $42.9K
|
3.7K
$543K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-296- 3.56% |
$41K - $43.8K
|
8.03K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-298- 6.98% |
$41.3K - $44.1K
|
3.97K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-299- 7.08% |
$41.4K - $44.2K
|
3.93K
$577K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-301- 17.67% |
$41.7K - $44.5K
|
1.4K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-304- 13.72% |
$42.1K - $44.9K
|
1.91K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-305- 21.86% |
$42.2K - $45.1K
|
1.09K
$160K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-306- 1.41% |
$42.4K - $45.2K
|
21.5K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-306- 1.63% |
$42.4K - $45.2K
|
18.4K
$2.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-307- 3.0% |
$42.5K - $45.4K
|
9.93K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-308- 28.26% |
$42.7K - $45.5K
|
782
$115K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-323- 1.31% |
$44.7K - $47.8K
|
24.4K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-328- 10.62% |
$45.4K - $48.5K
|
2.76K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-332- 1.94% |
$46K - $49.1K
|
16.8K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-333- 5.43% |
$46.1K - $49.2K
|
5.8K
$853K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-335- 9.96% |
$46.4K - $49.5K
|
3.03K
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-340- 5.84% |
$47.1K - $50.3K
|
5.48K
$806K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-343- 0.99% |
$47.5K - $50.7K
|
34.2K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-345- 6.71% |
$47.8K - $51K
|
4.8K
$705K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-348- 4.07% |
$48.2K - $51.5K
|
8.21K
$1.21M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-350- 2.97% |
$48.5K - $51.8K
|
11.4K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-352- 5.8% |
$48.7K - $52K
|
5.72K
$841K
|