Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
262+ 2.14% |
$36.3K - $38.5K
|
12.5K
$1.8M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
260+ 4.92% |
$36K - $38.2K
|
5.54K
$799K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
257+ 7.0% |
$35.6K - $37.8K
|
3.93K
$567K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
257+ 0.06% |
$35.6K - $37.8K
|
400K
$57.7M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
255+ 14.83% |
$35.3K - $37.5K
|
1.98K
$285K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 17.24% |
$34.6K - $36.8K
|
1.7K
$245K
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
240+ 2.68% |
$33.2K - $35.3K
|
9.21K
$1.33M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
239+ 5.31% |
$33.1K - $35.2K
|
4.74K
$684K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
238+ 0.76% |
$32.9K - $35K
|
31.6K
$4.56M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
234+ 10.94% |
$32.4K - $34.4K
|
2.37K
$342K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
230+ 14.15% |
$31.8K - $33.8K
|
1.86K
$268K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
230+ 1.48% |
$31.8K - $33.8K
|
15.8K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
229+ 1.09% |
$31.7K - $33.7K
|
21.3K
$3.07M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
228+ 1.0% |
$31.6K - $33.5K
|
22.9K
$3.31M
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 1.42% |
$31.1K - $33.1K
|
16K
$2.31M
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
219+ 15.33% |
$30.3K - $32.2K
|
1.65K
$238K
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
216+ 8.88% |
$29.9K - $31.8K
|
2.65K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
214+ 6.92% |
$29.6K - $31.5K
|
3.31K
$477K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
205+ 1.04% |
$28.4K - $30.2K
|
19.9K
$2.87M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
205+ 13.96% |
$28.4K - $30.2K
|
1.67K
$242K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
205New |
$28.4K - $30.2K
|
205
$29.6K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
204+ 16.08% |
$28.2K - $30K
|
1.47K
$213K
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 4.34% |
$27.7K - $29.4K
|
4.81K
$694K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
200+ 3.95% |
$27.7K - $29.4K
|
5.26K
$760K
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 4.34% |
$27.7K - $29.4K
|
4.81K
$694K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
196+ 4.74% |
$27.1K - $28.8K
|
4.33K
$625K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
196+ 5.47% |
$27.1K - $28.8K
|
3.78K
$546K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
195+ 1.29% |
$27K - $28.7K
|
15.3K
$2.2M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
192+ 4.28% |
$26.6K - $28.2K
|
4.68K
$675K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
191+ 11.9% |
$26.4K - $28.1K
|
1.8K
$259K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
189+ 6.8% |
$26.2K - $27.8K
|
2.97K
$429K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
188+ 61.04% |
$26K - $27.7K
|
496
$71.6K
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
182+ 10.64% |
$25.2K - $26.8K
|
1.89K
$273K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
180+ 6.09% |
$24.9K - $26.5K
|
3.14K
$453K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
175+ 6.89% |
$24.2K - $25.7K
|
2.72K
$392K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
175New |
$24.2K - $25.7K
|
175
$25.3K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
172New |
$23.8K - $25.3K
|
172
$24.8K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
171+ 5.3% |
$23.7K - $25.2K
|
3.4K
$490K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
170+ 7.49% |
$23.5K - $25K
|
2.44K
$352K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
169+ 4.25% |
$23.4K - $24.9K
|
4.15K
$598K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160+ 0.75% |
$22.1K - $23.5K
|
21.5K
$3.1M
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
158+ 1.02% |
$21.9K - $23.2K
|
15.7K
$2.27M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
153+ 34.85% |
$21.2K - $22.5K
|
592
$85.4K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
152+ 7.21% |
$21K - $22.4K
|
2.26K
$326K
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
151+ 0.64% |
$20.9K - $22.2K
|
23.9K
$3.44M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
149+ 3.46% |
$20.6K - $21.9K
|
4.46K
$643K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
146+ 1.11% |
$20.2K - $21.5K
|
13.2K
$1.91M
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
146+ 0.73% |
$20.2K - $21.5K
|
20K
$2.89M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
145New |
$20.1K - $21.3K
|
145
$20.9K
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
143+ 0.69% |
$19.8K - $21K
|
20.9K
$3.02M
|