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 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.35K+ 14.91% |
$602K - $643K
|
33.5K
$4.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.34K+ 31.85% |
$602K - $642K
|
18K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.33K+ 3.99% |
$600K - $641K
|
113K
$16.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
4.31K+ 3.56% |
$597K - $638K
|
125K
$18.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.31K+ 10.75% |
$597K - $638K
|
44.4K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.28K+ 74.43% |
$593K - $633K
|
10K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.24KNew |
$588K - $627K
|
4.24K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 5.1% |
$575K - $613K
|
85.5K
$12.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 17.84% |
$570K - $608K
|
27.2K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.11K+ 95.43% |
$570K - $608K
|
8.42K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.06K+ 9.96% |
$563K - $601K
|
44.9K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 7.37% |
$555K - $592K
|
58.4K
$8.45M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
4K+ 688.47% |
$554K - $591K
|
4.58K
$663K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
3.99KNew |
$552K - $589K
|
3.99K
$577K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
3.84K+ 402.3% |
$532K - $568K
|
4.8K
$695K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.8K+ 6.03% |
$526K - $562K
|
66.8K
$9.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.76KNew |
$520K - $555K
|
3.76K
$544K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.72KNew |
$515K - $550K
|
3.72K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.71K+ 54.31% |
$514K - $549K
|
10.6K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 5.41% |
$512K - $546K
|
72K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.68KNew |
$509K - $543K
|
3.68K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.64K+ 1.75% |
$504K - $538K
|
211K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.63K+ 6.46% |
$503K - $537K
|
59.9K
$8.67M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.62K+ 55.16% |
$501K - $535K
|
10.2K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.6KNew |
$499K - $533K
|
3.6K
$522K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.6KNew |
$498K - $532K
|
3.6K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.5KNew |
$485K - $518K
|
3.5K
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.49K+ 5.93% |
$483K - $516K
|
62.4K
$9.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.46K+ 60.21% |
$479K - $511K
|
9.2K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.43K+ 5.06% |
$475K - $507K
|
71.3K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.41K+ 4.99% |
$473K - $505K
|
71.9K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.39K+ 8.55% |
$469K - $501K
|
43K
$6.22M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.36K+ 15.91% |
$465K - $497K
|
24.5K
$3.54M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.35K+ 17.54% |
$464K - $495K
|
22.5K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3.31K+ 25.11% |
$458K - $489K
|
16.5K
$2.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.29K+ 10.53% |
$456K - $486K
|
34.5K
$5M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.26KNew |
$451K - $482K
|
3.26K
$472K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 12.97% |
$448K - $479K
|
28.2K
$4.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.24K+ 5.39% |
$448K - $478K
|
63.3K
$9.17M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.22KNew |
$445K - $476K
|
3.22K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.2K+ 12.17% |
$443K - $473K
|
29.5K
$4.27M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.19K+ 49.22% |
$442K - $472K
|
9.68K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 34.51% |
$435K - $464K
|
12.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.09KNew |
$428K - $457K
|
3.09K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.09KNew |
$427K - $456K
|
3.09K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 350.86% |
$425K - $454K
|
3.95K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.03K+ 100.53% |
$419K - $447K
|
6.03K
$874K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.89KNew |
$400K - $427K
|
2.89K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.86K+ 1.59% |
$396K - $423K
|
183K
$26.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.86K+ 24.86% |
$396K - $423K
|
14.4K
$2.08M
|