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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
71+ 1.1% |
$9.83K - $10.4K
|
6.5K
$908K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
69+ 1.44% |
$9.55K - $10.1K
|
4.85K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
68+ 2.58% |
$9.41K - $10K
|
2.71K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
68+ 1.27% |
$9.41K - $10K
|
5.42K
$757K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 1.04% |
$9.27K - $9.86K
|
6.52K
$910K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
66+ 1.37% |
$9.14K - $9.71K
|
4.87K
$681K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.63% |
$9K - $9.56K
|
10.4K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64+ 1.67% |
$8.86K - $9.41K
|
3.91K
$545K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
63+ 1.38% |
$8.72K - $9.27K
|
4.64K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 0.65% |
$8.44K - $8.97K
|
9.42K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$8.31K - $8.83K
|
60
$8.38K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59+ 1.12% |
$8.17K - $8.68K
|
5.32K
$743K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
57+ 1.19% |
$7.89K - $8.38K
|
4.86K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
57+ 3.04% |
$7.89K - $8.38K
|
1.94K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
56+ 2.46% |
$7.75K - $8.24K
|
2.33K
$325K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
55+ 4.44% |
$7.61K - $8.09K
|
1.29K
$181K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
54+ 1.68% |
$7.48K - $7.94K
|
3.26K
$456K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
54+ 0.74% |
$7.48K - $7.94K
|
7.31K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53New |
$7.34K - $7.8K
|
53
$7.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 0.77% |
$7.2K - $7.65K
|
6.82K
$952K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51+ 2.54% |
$7.06K - $7.5K
|
2.06K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
48+ 2.98% |
$6.64K - $7.06K
|
1.66K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
48+ 2.4% |
$6.64K - $7.06K
|
2.05K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
46+ 1.87% |
$6.37K - $6.77K
|
2.51K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
46+ 0.13% |
$6.37K - $6.77K
|
34.2K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
45+ 0.02% |
$6.23K - $6.62K
|
236K
$33M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
44+ 5.31% |
$6.09K - $6.47K
|
873
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
43+ 2.11% |
$5.95K - $6.32K
|
2.08K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
42+ 2.65% |
$5.81K - $6.18K
|
1.63K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
41+ 0.93% |
$5.68K - $6.03K
|
4.47K
$624K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 4.22% |
$5.68K - $6.03K
|
1.01K
$141K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
37+ 10.95% |
$5.12K - $5.44K
|
375
$52.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34+ 30.91% |
$4.71K - $5K
|
144
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
34+ 0.29% |
$4.71K - $5K
|
11.7K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
34+ 485.71% |
$4.71K - $5K
|
41
$5.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
33+ 0.39% |
$4.57K - $4.85K
|
8.55K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
32+ 0.42% |
$4.43K - $4.71K
|
7.63K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32New |
$4.43K - $4.71K
|
32
$4.47K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 11.15% |
$4.29K - $4.56K
|
309
$43.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
31+ 2.29% |
$4.29K - $4.56K
|
1.39K
$194K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
31+ 0.91% |
$4.29K - $4.56K
|
3.44K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.66% |
$4.15K - $4.41K
|
4.61K
$643K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
30New |
$4.15K - $4.41K
|
30
$4.19K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
30+ 4.71% |
$4.15K - $4.41K
|
667
$93.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
29New |
$4.01K - $4.27K
|
29
$4.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 0.3% |
$3.88K - $4.12K
|
9.32K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
25+ 0.91% |
$3.46K - $3.68K
|
2.79K
$389K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25+ 0.61% |
$3.46K - $3.68K
|
4.15K
$580K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
25+ 0.9% |
$3.46K - $3.68K
|
2.79K
$390K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 1.76% |
$3.46K - $3.68K
|
1.44K
$202K
|