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
|
Dagco, Inc.
|
SELL
|
- |
-918- 43.86% |
$127K - $136K
|
1.18K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-919- 23.18% |
$127K - $136K
|
3.05K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-925- 29.06% |
$128K - $137K
|
2.26K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-925- 3.41% |
$128K - $137K
|
26.2K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-930- 13.66% |
$129K - $138K
|
5.88K
$864K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-946- 37.21% |
$131K - $140K
|
1.6K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-949- 2.46% |
$131K - $140K
|
37.7K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-952- 2.59% |
$132K - $141K
|
35.8K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-978- 0.13% |
$135K - $145K
|
757K
$111M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-993- 11.96% |
$138K - $147K
|
7.31K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1K- 9.35% |
$138K - $148K
|
9.7K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 20.0% |
$138K - $148K
|
4K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 1.24% |
$141K - $150K
|
80.7K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 16.18% |
$141K - $151K
|
5.28K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.03K- 0.73% |
$142K - $152K
|
140K
$20.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.04K- 8.66% |
$144K - $153K
|
10.9K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.04K- 21.63% |
$144K - $153K
|
3.76K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 1.54% |
$147K - $157K
|
67.6K
$9.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.08K- 2.69% |
$149K - $159K
|
38.8K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 40.09% |
$150K - $160K
|
1.61K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.08K- 10.0% |
$150K - $160K
|
9.75K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.09K- 15.95% |
$150K - $161K
|
5.72K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.1K- 21.48% |
$152K - $163K
|
4.02K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.12K- 6.43% |
$156K - $166K
|
16.3K
$2.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.52% |
$157K - $168K
|
73.4K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.14K- 2.46% |
$158K - $169K
|
45.3K
$6.66M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.15K- 40.14% |
$159K - $170K
|
1.72K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.16K- 1.19% |
$160K - $171K
|
96.1K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.23K- 9.65% |
$170K - $182K
|
11.5K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.24K- 17.62% |
$171K - $183K
|
5.79K
$851K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.26K- 6.31% |
$174K - $186K
|
18.7K
$2.75M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.27K- 6.54% |
$176K - $188K
|
18.2K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.28K- 29.3% |
$177K - $189K
|
3.08K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.33K- 8.12% |
$184K - $197K
|
15.1K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.33K- 13.95% |
$184K - $197K
|
8.21K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.35K- 10.67% |
$188K - $200K
|
11.3K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.36K- 36.78% |
$189K - $202K
|
2.34K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.36K- 81.34% |
$189K - $202K
|
313
$46K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.37K- 8.34% |
$189K - $202K
|
15K
$2.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.38K- 12.04% |
$191K - $204K
|
10.1K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.39K- 36.37% |
$193K - $206K
|
2.44K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.43K- 26.96% |
$198K - $211K
|
3.87K
$568K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.47K- 10.44% |
$204K - $218K
|
12.6K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 46.76% |
$208K - $222K
|
1.71K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.56K- 31.01% |
$216K - $231K
|
3.48K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 7.05% |
$224K - $239K
|
21.3K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.64K- 3.24% |
$227K - $242K
|
48.9K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.66K- 2.43% |
$230K - $246K
|
66.8K
$9.82M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.69K- 29.6% |
$234K - $249K
|
4.01K
$590K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.69KClosed |
$234K - $250K
|
0
$0
|