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 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.04K- 8.66% |
$144K - $153K
|
10.9K
$1.68M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.04K- 21.63% |
$144K - $153K
|
3.76K
$576K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 1.54% |
$147K - $157K
|
67.6K
$10.4M
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.08K- 2.69% |
$149K - $159K
|
38.8K
$5.95M
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 40.09% |
$150K - $160K
|
1.61K
$247K
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.08K- 10.0% |
$150K - $160K
|
9.75K
$1.49M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.09K- 15.95% |
$150K - $161K
|
5.72K
$876K
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.1K- 21.48% |
$152K - $163K
|
4.02K
$616K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.12K- 6.43% |
$156K - $166K
|
16.3K
$2.5M
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.52% |
$157K - $168K
|
73.4K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.14K- 2.46% |
$158K - $169K
|
45.3K
$6.94M
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.15K- 40.14% |
$159K - $170K
|
1.72K
$263K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.16K- 1.19% |
$160K - $171K
|
96.1K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.23K- 9.65% |
$170K - $182K
|
11.5K
$1.76M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.24K- 17.62% |
$171K - $183K
|
5.79K
$886K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.26K- 6.31% |
$174K - $186K
|
18.7K
$2.86M
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.27K- 6.54% |
$176K - $188K
|
18.2K
$2.79M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.28K- 29.3% |
$177K - $189K
|
3.08K
$471K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.33K- 8.12% |
$184K - $197K
|
15.1K
$2.31M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.33K- 13.95% |
$184K - $197K
|
8.21K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.35K- 10.67% |
$188K - $200K
|
11.3K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.36K- 36.78% |
$189K - $202K
|
2.34K
$359K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.36K- 81.34% |
$189K - $202K
|
313
$47.9K
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.37K- 8.34% |
$189K - $202K
|
15K
$2.3M
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.38K- 12.04% |
$191K - $204K
|
10.1K
$1.54M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.39K- 36.37% |
$193K - $206K
|
2.44K
$373K
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.43K- 26.96% |
$198K - $211K
|
3.87K
$592K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.47K- 10.44% |
$204K - $218K
|
12.6K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 46.76% |
$208K - $222K
|
1.71K
$262K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.56K- 31.01% |
$216K - $231K
|
3.48K
$532K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 7.05% |
$224K - $239K
|
21.3K
$3.27M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.64K- 3.24% |
$227K - $242K
|
48.9K
$7.49M
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.66K- 2.43% |
$230K - $246K
|
66.8K
$10.2M
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.69K- 29.6% |
$234K - $249K
|
4.01K
$614K
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.69KClosed |
$234K - $250K
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.7K- 24.67% |
$236K - $252K
|
5.2K
$797K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 8.05% |
$238K - $254K
|
19.7K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.72K- 3.72% |
$238K - $254K
|
44.6K
$6.82M
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.74K- 3.87% |
$240K - $257K
|
43.1K
$6.61M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 46.18% |
$241K - $258K
|
2.03K
$311K
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.83% |
$243K - $260K
|
20.7K
$3.17M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.77K- 1.16% |
$245K - $261K
|
151K
$23.1M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.77K- 4.21% |
$245K - $261K
|
40.2K
$6.15M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 8.8% |
$246K - $262K
|
18.4K
$2.82M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.82K- 6.96% |
$251K - $269K
|
24.3K
$3.72M
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.82K- 5.13% |
$252K - $269K
|
33.6K
$5.15M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 0.21% |
$254K - $271K
|
857K
$131M
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.84K- 6.01% |
$255K - $272K
|
28.8K
$4.4M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.84K- 6.38% |
$255K - $272K
|
27K
$4.13M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.87K- 2.36% |
$259K - $277K
|
77.3K
$11.8M
|