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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
142New |
$19.7K - $20.9K
|
142
$19.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
140+ 140.0% |
$19.4K - $20.6K
|
240
$33.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
140+ 0.66% |
$19.4K - $20.6K
|
21.3K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
140+ 4.94% |
$19.4K - $20.6K
|
2.98K
$415K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
139+ 12.97% |
$19.2K - $20.4K
|
1.21K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
139+ 2.86% |
$19.2K - $20.4K
|
5.01K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
137+ 3.8% |
$19K - $20.2K
|
3.74K
$522K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
136+ 16.96% |
$18.8K - $20K
|
938
$131K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
132+ 825.0% |
$18.3K - $19.4K
|
148
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
130+ 6.32% |
$18K - $19.1K
|
2.19K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
129+ 17.43% |
$17.9K - $19K
|
869
$121K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
129+ 2.51% |
$17.9K - $19K
|
5.26K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
129New |
$17.9K - $19K
|
129
$18K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
127+ 3.94% |
$17.6K - $18.7K
|
3.35K
$468K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
125+ 2.61% |
$17.3K - $18.4K
|
4.92K
$687K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
122+ 6.98% |
$16.9K - $17.9K
|
1.87K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
118+ 0.63% |
$16.3K - $17.4K
|
19K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
117+ 5.84% |
$16.2K - $17.2K
|
2.12K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.51% |
$15.4K - $16.3K
|
22K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
110+ 2.44% |
$15.2K - $16.2K
|
4.61K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
104+ 1.96% |
$14.4K - $15.3K
|
5.41K
$755K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
103+ 6.94% |
$14.3K - $15.2K
|
1.59K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
103+ 0.6% |
$14.3K - $15.2K
|
17.2K
$2.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 4.42% |
$14.3K - $15.2K
|
2.43K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102+ 13.04% |
$14.1K - $15K
|
884
$123K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
101+ 5.29% |
$14K - $14.9K
|
2.01K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 1.61% |
$13.8K - $14.7K
|
6.31K
$881K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
98+ 2.76% |
$13.6K - $14.4K
|
3.65K
$510K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
98+ 2.16% |
$13.6K - $14.4K
|
4.63K
$647K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
96+ 0.94% |
$13.3K - $14.1K
|
10.3K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
95+ 2.42% |
$13.2K - $14K
|
4.02K
$561K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
95+ 1.04% |
$13.2K - $14K
|
9.24K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
94+ 0.28% |
$13K - $13.8K
|
34K
$4.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
92+ 2.54% |
$12.7K - $13.5K
|
3.71K
$518K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
88+ 6.23% |
$12.2K - $12.9K
|
1.5K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
88+ 2.06% |
$12.2K - $12.9K
|
4.36K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
87+ 3.63% |
$12K - $12.8K
|
2.49K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
86+ 0.31% |
$11.9K - $12.6K
|
27.6K
$3.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 0.14% |
$11.9K - $12.6K
|
63.2K
$8.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
84+ 1.1% |
$11.6K - $12.4K
|
7.75K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
81+ 2.55% |
$11.2K - $11.9K
|
3.25K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
78+ 1.84% |
$10.8K - $11.5K
|
4.33K
$604K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
77+ 2.12% |
$10.7K - $11.3K
|
3.7K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
77New |
$10.7K - $11.3K
|
77
$10.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77+ 4.08% |
$10.7K - $11.3K
|
1.96K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 4.73% |
$10.4K - $11K
|
1.66K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
75+ 3.22% |
$10.4K - $11K
|
2.4K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
74+ 0.44% |
$10.2K - $10.9K
|
16.9K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 5.06% |
$9.97K - $10.6K
|
1.5K
$209K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
71+ 0.23% |
$9.83K - $10.4K
|
30.7K
$4.29M
|