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 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-14.7K- 30.4% |
$2.04M - $2.17M
|
33.7K
$4.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-15.5K- 85.89% |
$2.14M - $2.29M
|
2.54K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-17.1K- 50.31% |
$2.36M - $2.52M
|
16.9K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.1K- 71.01% |
$2.37M - $2.53M
|
6.99K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-17.4K- 65.93% |
$2.41M - $2.58M
|
9K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-17.8K- 77.98% |
$2.46M - $2.63M
|
5.02K
$725K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-18.1K- 55.22% |
$2.51M - $2.68M
|
14.7K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-18.2K- 34.58% |
$2.52M - $2.69M
|
34.4K
$4.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18.8K- 89.95% |
$2.6M - $2.78M
|
2.1K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.3K- 14.35% |
$2.67M - $2.85M
|
115K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.6K- 46.87% |
$2.71M - $2.89M
|
22.2K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-19.6K- 71.39% |
$2.71M - $2.9M
|
7.86K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.2K- 33.71% |
$2.79M - $2.98M
|
39.7K
$5.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-20.7K- 60.1% |
$2.87M - $3.06M
|
13.8K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-21.9K- 22.87% |
$3.04M - $3.24M
|
74K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-23.9K- 42.01% |
$3.31M - $3.53M
|
33K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.8K- 19.27% |
$3.44M - $3.67M
|
104K
$15M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25.4K- 10.35% |
$3.52M - $3.76M
|
220K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-26K- 9.92% |
$3.6M - $3.84M
|
236K
$34.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-27.5K- 81.02% |
$3.8M - $4.06M
|
6.43K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27.5K- 11.81% |
$3.81M - $4.06M
|
205K
$29.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-28.8K- 93.22% |
$3.99M - $4.27M
|
2.1K
$303K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-30.5K- 87.47% |
$4.23M - $4.51M
|
4.37K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.8K- 0.78% |
$4.41M - $4.71M
|
4.07M
$588M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-32.7K- 33.84% |
$4.53M - $4.84M
|
64K
$9.25M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-32.9K- 48.45% |
$4.56M - $4.87M
|
35.1K
$5.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-33K- 36.19% |
$4.58M - $4.89M
|
58.3K
$8.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.8K- 21.3% |
$4.69M - $5M
|
125K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-36.1K- 67.59% |
$5.01M - $5.34M
|
17.3K
$2.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-36.8K- 32.9% |
$5.1M - $5.44M
|
75K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-36.9K- 85.25% |
$5.12M - $5.46M
|
6.39K
$924K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-38.1K- 8.71% |
$5.28M - $5.64M
|
400K
$57.8M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-38.9K- 66.33% |
$5.38M - $5.75M
|
19.7K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.2K- 85.01% |
$5.85M - $6.24M
|
7.45K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-43.2K- 60.02% |
$5.99M - $6.39M
|
28.8K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-43.5K- 8.14% |
$6.02M - $6.43M
|
491K
$70.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-46K- 74.6% |
$6.38M - $6.81M
|
15.7K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.2K- 18.97% |
$6.4M - $6.83M
|
197K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47.8K- 14.71% |
$6.62M - $7.07M
|
277K
$40.1M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-50.6K- 3.89% |
$7.01M - $7.49M
|
1.25M
$181M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-51.3K- 13.82% |
$7.1M - $7.58M
|
320K
$46.2M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-52.2K- 40.9% |
$7.24M - $7.73M
|
75.5K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-67.8K- 33.11% |
$9.39M - $10M
|
137K
$19.8M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-69.1K- 54.41% |
$9.57M - $10.2M
|
57.9K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.9K- 28.18% |
$9.68M - $10.3M
|
178K
$25.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-70.4K- 71.64% |
$9.75M - $10.4M
|
27.9K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71.9KClosed |
$9.95M - $10.6M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-75.6K- 80.17% |
$10.5M - $11.2M
|
18.7K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-77.6K- 99.29% |
$10.7M - $11.5M
|
556
$80.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-81.1K- 84.02% |
$11.2M - $12M
|
15.4K
$2.23M
|