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 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-356- 44.67% |
$49.3K - $52.6K
|
441
$64.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-368- 21.03% |
$51K - $54.4K
|
1.38K
$203K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-369- 1.93% |
$51.1K - $54.6K
|
18.7K
$2.76M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-375- 1.26% |
$51.9K - $55.4K
|
29.4K
$4.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-380- 2.9% |
$52.6K - $56.2K
|
12.7K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-387- 0.3% |
$53.6K - $57.2K
|
130K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-390- 1.69% |
$54K - $57.7K
|
22.7K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-391- 0.45% |
$54.1K - $57.8K
|
86K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-400- 11.47% |
$55.4K - $59.1K
|
3.09K
$454K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 19.05% |
$56.1K - $59.9K
|
1.72K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-410- 2.73% |
$56.8K - $60.6K
|
14.6K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-412- 0.79% |
$57.1K - $60.9K
|
51.7K
$7.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-421- 2.94% |
$58.3K - $62.2K
|
13.9K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-423- 3.41% |
$58.6K - $62.5K
|
12K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-424- 16.1% |
$58.7K - $62.7K
|
2.21K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-427- 20.04% |
$59.1K - $63.1K
|
1.7K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-430- 3.54% |
$59.5K - $63.6K
|
11.7K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-432- 1.82% |
$59.8K - $63.9K
|
23.3K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-442- 1.06% |
$61.2K - $65.4K
|
41.4K
$6.08M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-446- 18.94% |
$61.8K - $65.9K
|
1.91K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-446- 3.94% |
$61.8K - $65.9K
|
10.9K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-453- 16.92% |
$62.7K - $67K
|
2.22K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-463- 67.0% |
$64.1K - $68.5K
|
228
$33.5K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-468- 4.64% |
$64.8K - $69.2K
|
9.61K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-481- 9.54% |
$66.6K - $71.1K
|
4.56K
$671K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-484- 57.69% |
$67K - $71.6K
|
355
$52.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-488- 0.86% |
$67.6K - $72.2K
|
56K
$8.24M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-493- 0.96% |
$68.3K - $72.9K
|
50.9K
$7.49M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-494- 1.74% |
$68.4K - $73K
|
28K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-498- 7.18% |
$69K - $73.6K
|
6.44K
$946K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 8.16% |
$69.2K - $73.9K
|
5.63K
$828K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-508- 2.43% |
$70.3K - $75.1K
|
20.4K
$3M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-510- 1.09% |
$70.6K - $75.4K
|
46.4K
$6.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-510- 58.02% |
$70.6K - $75.4K
|
369
$54.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-513- 7.59% |
$71K - $75.9K
|
6.25K
$919K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-515- 11.13% |
$71.3K - $76.1K
|
4.11K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-516- 4.13% |
$71.5K - $76.3K
|
12K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-517- 11.03% |
$71.6K - $76.4K
|
4.17K
$613K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-528- 0.3% |
$73.1K - $78.1K
|
177K
$26M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-551- 5.35% |
$76.3K - $81.5K
|
9.76K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-552- 0.06% |
$76.4K - $81.6K
|
853K
$125M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-558- 3.92% |
$77.3K - $82.5K
|
13.7K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-566- 24.56% |
$78.4K - $83.7K
|
1.74K
$256K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-573- 3.46% |
$79.3K - $84.7K
|
16K
$2.35M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-578- 2.49% |
$80K - $85.5K
|
22.6K
$3.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-579- 4.48% |
$80.2K - $85.6K
|
12.3K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-588- 8.54% |
$81.4K - $86.9K
|
6.3K
$926K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-613- 1.02% |
$84.9K - $90.6K
|
59.3K
$8.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-616- 13.55% |
$85.3K - $91.1K
|
3.93K
$578K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-623- 21.79% |
$86.3K - $92.1K
|
2.24K
$329K
|