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
|
Td Asset Management Inc
|
BUY
|
- |
2.81K+ 0.32% |
$389K - $415K
|
891K
$128M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.81K+ 4.16% |
$389K - $415K
|
70.3K
$10.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.8K+ 8.71% |
$387K - $414K
|
34.9K
$5.04M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$387K - $413K
|
2.79K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.77KNew |
$384K - $410K
|
2.77K
$400K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.77K+ 10.96% |
$383K - $409K
|
28K
$4.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.67K+ 13.19% |
$370K - $395K
|
22.9K
$3.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
2.65K+ 12.01% |
$367K - $392K
|
24.7K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.63K+ 55.98% |
$364K - $388K
|
7.32K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 34.71% |
$363K - $388K
|
10.2K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.55K+ 8.16% |
$354K - $378K
|
33.9K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.55K+ 43.07% |
$354K - $377K
|
8.48K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.54KNew |
$352K - $376K
|
2.54K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$349K - $372K
|
2.52K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.52K+ 34.35% |
$348K - $372K
|
9.84K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 3.76% |
$343K - $366K
|
68.3K
$9.84M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.46K+ 12.9% |
$341K - $364K
|
21.5K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.46KNew |
$341K - $364K
|
2.46K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.42K+ 10.01% |
$335K - $358K
|
26.6K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.4K+ 1.22% |
$333K - $355K
|
199K
$28.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.37K+ 14.18% |
$329K - $351K
|
19.1K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.37K+ 5.93% |
$328K - $350K
|
42.3K
$6.09M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.35K+ 22.92% |
$325K - $347K
|
12.6K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.32K+ 8.9% |
$322K - $343K
|
28.4K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.31KNew |
$319K - $341K
|
2.31K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.3KNew |
$318K - $339K
|
2.3K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.28K+ 45.56% |
$316K - $338K
|
7.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.27KNew |
$315K - $336K
|
2.27K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.27KNew |
$314K - $336K
|
2.27K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.25KNew |
$312K - $333K
|
2.25K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.24KNew |
$310K - $332K
|
2.24K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.22K+ 48.57% |
$307K - $328K
|
6.78K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.21K+ 105.73% |
$306K - $327K
|
4.31K
$621K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.21KNew |
$306K - $327K
|
2.21K
$319K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.17KNew |
$301K - $321K
|
2.17K
$313K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
2.16K+ 6.69% |
$299K - $320K
|
34.4K
$4.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.13K+ 2.8% |
$295K - $315K
|
78.3K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.13K+ 14.16% |
$294K - $314K
|
17.1K
$2.47M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.08K+ 3.07% |
$288K - $307K
|
69.9K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.07K+ 9.67% |
$286K - $305K
|
23.4K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.51% |
$285K - $304K
|
60.7K
$8.75M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.04K+ 3.01% |
$282K - $301K
|
69.8K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.03KNew |
$281K - $300K
|
2.03K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.03KNew |
$281K - $300K
|
2.03K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.02KNew |
$279K - $298K
|
2.02K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.02K+ 10.92% |
$279K - $298K
|
20.5K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.01KNew |
$278K - $296K
|
2.01K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 500.0% |
$277K - $296K
|
2.4K
$346K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 500.0% |
$277K - $296K
|
2.4K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2K+ 0.85% |
$276K - $295K
|
237K
$34.2M
|