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 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.39K- 36.37% |
$193K - $206K
|
2.44K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.43K- 26.96% |
$198K - $211K
|
3.87K
$513K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.47K- 10.44% |
$204K - $218K
|
12.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 46.76% |
$208K - $222K
|
1.71K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.56K- 31.01% |
$216K - $231K
|
3.48K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 7.05% |
$224K - $239K
|
21.3K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.64K- 3.24% |
$227K - $242K
|
48.9K
$6.49M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.66K- 2.43% |
$230K - $246K
|
66.8K
$8.86M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.69K- 29.6% |
$234K - $249K
|
4.01K
$532K
|
|
|
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
$690K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 8.05% |
$238K - $254K
|
19.7K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.72K- 3.72% |
$238K - $254K
|
44.6K
$5.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.74K- 3.87% |
$240K - $257K
|
43.1K
$5.72M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 46.18% |
$241K - $258K
|
2.03K
$269K
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.83% |
$243K - $260K
|
20.7K
$2.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.77K- 1.16% |
$245K - $261K
|
151K
$20M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.77K- 4.21% |
$245K - $261K
|
40.2K
$5.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 8.8% |
$246K - $262K
|
18.4K
$2.44M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.82K- 9.71% |
$251K - $268K
|
16.9K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.82K- 6.96% |
$251K - $269K
|
24.3K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.82K- 5.13% |
$252K - $269K
|
33.6K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 0.21% |
$254K - $271K
|
857K
$114M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.84K- 6.01% |
$255K - $272K
|
28.8K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.84K- 6.38% |
$255K - $272K
|
27K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.87K- 2.36% |
$259K - $277K
|
77.3K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.91K- 40.8% |
$264K - $282K
|
2.77K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.95K- 29.51% |
$270K - $289K
|
4.66K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.98K- 2.02% |
$275K - $293K
|
96.2K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.99K- 55.22% |
$276K - $294K
|
1.61K
$214K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2K- 83.33% |
$277K - $296K
|
400
$53.1K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.01K- 9.16% |
$278K - $297K
|
19.9K
$2.64M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.06K- 21.75% |
$285K - $305K
|
7.41K
$983K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.09K- 7.49% |
$289K - $308K
|
25.7K
$3.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 54.16% |
$291K - $310K
|
1.78K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.11K- 25.74% |
$292K - $312K
|
6.09K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.12K- 11.46% |
$293K - $313K
|
16.4K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.13K- 2.63% |
$295K - $315K
|
78.9K
$10.5M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.13K- 31.36% |
$296K - $316K
|
4.67K
$620K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 45.64% |
$297K - $318K
|
2.56K
$339K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.16K- 62.4% |
$299K - $319K
|
1.3K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.16K- 25.71% |
$299K - $319K
|
6.24K
$827K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$304K - $324K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.19K- 18.9% |
$304K - $324K
|
9.41K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.2K- 9.29% |
$304K - $325K
|
21.5K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.26K- 19.55% |
$313K - $334K
|
9.29K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.32K- 9.3% |
$322K - $343K
|
22.7K
$3M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.46K- 28.99% |
$341K - $364K
|
6.03K
$799K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.48K- 34.28% |
$343K - $366K
|
4.75K
$630K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 9.66% |
$346K - $369K
|
23.4K
$3.1M
|