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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.87K- 29.66% |
$674K - $720K
|
11.5K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.02K- 13.9% |
$694K - $742K
|
31.1K
$4.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.1K- 72.28% |
$706K - $754K
|
1.96K
$259K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-5.38K- 15.41% |
$745K - $796K
|
29.5K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.39K- 5.59% |
$747K - $797K
|
91K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.41K- 14.36% |
$749K - $799K
|
32.2K
$4.27M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.57K- 15.8% |
$771K - $823K
|
29.7K
$3.93M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.6K- 12.27% |
$775K - $828K
|
40K
$5.31M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.79K- 3.99% |
$802K - $856K
|
139K
$18.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 66.01% |
$812K - $867K
|
3.02K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.87K- 11.35% |
$813K - $868K
|
45.8K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.02K- 26.48% |
$833K - $889K
|
16.7K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.05K- 7.77% |
$838K - $895K
|
71.9K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.07K- 36.22% |
$840K - $897K
|
10.7K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-6.53K- 6.94% |
$904K - $966K
|
87.6K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-6.54K- 7.84% |
$905K - $966K
|
76.9K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.57K- 82.56% |
$909K - $971K
|
1.39K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.7K- 1.19% |
$927K - $990K
|
557K
$73.9M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-6.74K- 59.95% |
$933K - $996K
|
4.5K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-6.87K- 59.4% |
$952K - $1.02M
|
4.7K
$623K
|
|
|
May 07, 2024
Q1 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.9K- 21.9% |
$956K - $1.02M
|
24.6K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.4K- 16.27% |
$1.02M - $1.09M
|
38.1K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.69K- 44.67% |
$1.06M - $1.14M
|
9.52K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.09K- 64.27% |
$1.12M - $1.2M
|
4.5K
$597K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-8.17K- 4.96% |
$1.13M - $1.21M
|
157K
$20.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.17K- 25.85% |
$1.13M - $1.21M
|
23.4K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-8.17K- 22.99% |
$1.13M - $1.21M
|
27.4K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 3.43% |
$1.14M - $1.21M
|
231K
$30.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8.2K- 72.4% |
$1.14M - $1.21M
|
3.13K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.21K- 12.63% |
$1.14M - $1.21M
|
56.8K
$7.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.23K- 3.73% |
$1.14M - $1.22M
|
212K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.34K- 56.5% |
$1.15M - $1.23M
|
6.42K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8.47K- 28.81% |
$1.17M - $1.25M
|
20.9K
$2.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.8K- 54.87% |
$1.22M - $1.3M
|
7.23K
$960K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.83K- 71.24% |
$1.22M - $1.3M
|
3.56K
$472K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.95K- 13.97% |
$1.24M - $1.32M
|
55.1K
$7.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.63K- 10.08% |
$1.33M - $1.42M
|
85.9K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-10.9K- 5.81% |
$1.51M - $1.61M
|
177K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-11K- 14.08% |
$1.53M - $1.63M
|
67.3K
$8.92M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1K- 3.48% |
$1.53M - $1.63M
|
307K
$40.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 37.69% |
$1.56M - $1.66M
|
18.6K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-11.5K- 23.39% |
$1.6M - $1.71M
|
37.8K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-11.6K- 18.22% |
$1.61M - $1.72M
|
52.3K
$6.94M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-11.7K- 87.85% |
$1.61M - $1.72M
|
1.61K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.8K- 23.19% |
$1.63M - $1.74M
|
38.9K
$5.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-12.2K- 26.12% |
$1.69M - $1.81M
|
34.6K
$4.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-12.5K- 81.86% |
$1.73M - $1.84M
|
2.76K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.6K- 38.66% |
$1.74M - $1.86M
|
19.9K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 8.74% |
$1.77M - $1.88M
|
133K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.1K- 0.39% |
$1.82M - $1.94M
|
3.34M
$443M
|