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 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.48KNew |
$205K - $219K
|
1.48K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.47KNew |
$204K - $218K
|
1.47K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.47K+ 2878.43% |
$203K - $217K
|
1.52K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.47K+ 48900.0% |
$203K - $217K
|
1.47K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.46KNew |
$202K - $216K
|
1.46K
$211K
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.46K+ 29.8% |
$202K - $216K
|
6.36K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.45K+ 26.09% |
$201K - $215K
|
7.01K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.45KNew |
$201K - $214K
|
1.45K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.45KNew |
$201K - $214K
|
1.45K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.45KNew |
$200K - $214K
|
1.45K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.44KNew |
$200K - $214K
|
1.44K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.43KNew |
$198K - $211K
|
1.43K
$207K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.43K+ 18.52% |
$198K - $211K
|
9.13K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.43KNew |
$197K - $211K
|
1.43K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$197K - $211K
|
1.42K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.42KNew |
$197K - $211K
|
1.42K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.42K+ 48.98% |
$197K - $210K
|
4.33K
$625K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.42K+ 58.91% |
$197K - $210K
|
3.83K
$554K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.42KNew |
$197K - $210K
|
1.42K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.42KNew |
$197K - $210K
|
1.42K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.41KNew |
$195K - $208K
|
1.41K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.41KNew |
$195K - $208K
|
1.41K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$203K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
1.4K+ 3.33% |
$194K - $207K
|
43.4K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 4.26% |
$193K - $206K
|
34.1K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.39K+ 4.3% |
$192K - $205K
|
33.6K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.38K+ 4.84% |
$192K - $204K
|
29.9K
$4.33M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.38KNew |
$190K - $203K
|
1.38K
$199K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
1.37KNew |
$190K - $203K
|
1.37K
$198K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.36K+ 4.26% |
$188K - $201K
|
33.2K
$4.8M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$188K - $200K
|
1.36K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 2.77% |
$186K - $199K
|
50K
$7.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.33K+ 32.65% |
$185K - $197K
|
5.42K
$783K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.33K+ 7.42% |
$184K - $196K
|
19.2K
$2.78M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.32K+ 2.77% |
$183K - $196K
|
49K
$7.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$182K - $195K
|
1.32K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.3K+ 0.66% |
$180K - $193K
|
199K
$28.8M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.29K+ 5.93% |
$179K - $191K
|
23.1K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.28K+ 259.31% |
$177K - $189K
|
1.78K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 5.81% |
$177K - $189K
|
23.2K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.25K+ 6.09% |
$173K - $185K
|
21.8K
$3.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
1.2KNew |
$166K - $177K
|
1.2K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.19K+ 5.06% |
$165K - $176K
|
24.7K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.17K+ 5.56% |
$162K - $173K
|
22.3K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 1373.81% |
$160K - $171K
|
1.24K
$179K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.15K+ 5.25% |
$160K - $170K
|
23.1K
$3.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 1.52% |
$159K - $170K
|
76.4K
$11M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
1.14K+ 12.83% |
$158K - $169K
|
10.1K
$1.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.12K+ 29.97% |
$155K - $166K
|
4.87K
$703K
|