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 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25+ 1.21% |
$3.46K - $3.68K
|
2.09K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 3.66% |
$3.46K - $3.68K
|
708
$98.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
23+ 0.31% |
$3.18K - $3.38K
|
7.46K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.85% |
$3.05K - $3.24K
|
2.61K
$365K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$3.07K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
22+ 0.14% |
$3.05K - $3.24K
|
15.5K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$3.07K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21+ 0.51% |
$2.91K - $3.09K
|
4.13K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.39% |
$2.91K - $3.09K
|
5.42K
$757K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
20+ 0.2% |
$2.77K - $2.94K
|
9.95K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$2.63K - $2.79K
|
19
$2.65K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
19+ 0.05% |
$2.63K - $2.79K
|
41.4K
$5.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
19+ 0.8% |
$2.63K - $2.79K
|
2.4K
$336K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.25% |
$2.49K - $2.65K
|
7.25K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18+ 0.18% |
$2.49K - $2.65K
|
10.1K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.35% |
$2.49K - $2.65K
|
5.22K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
18+ 0.28% |
$2.49K - $2.65K
|
6.44K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
17+ 0.95% |
$2.35K - $2.5K
|
1.8K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.04% |
$2.08K - $2.21K
|
35.4K
$4.94M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13+ 7.47% |
$1.8K - $1.91K
|
187
$26.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.53% |
$1.8K - $1.91K
|
2.45K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
13+ 0.04% |
$1.8K - $1.91K
|
30.4K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.2% |
$1.8K - $1.91K
|
6.45K
$901K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.17% |
$1.66K - $1.77K
|
6.96K
$971K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$1.52K - $1.62K
|
11
$1.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
11+ 2.49% |
$1.52K - $1.62K
|
452
$63.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.2% |
$1.52K - $1.62K
|
5.61K
$784K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
10+ 0.59% |
$1.38K - $1.47K
|
1.7K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.24% |
$1.38K - $1.47K
|
4.18K
$584K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10+ 0.32% |
$1.38K - $1.47K
|
3.14K
$438K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.68% |
$1.38K - $1.47K
|
1.47K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.4% |
$1.25K - $1.32K
|
2.24K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.27% |
$1.25K - $1.32K
|
3.29K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.57% |
$1.25K - $1.32K
|
1.58K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.19% |
$1.11K - $1.18K
|
4.11K
$574K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.36% |
$969 - $1.03K
|
1.97K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.36% |
$969 - $1.03K
|
1.95K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.38% |
$969 - $1.03K
|
1.87K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
7+ 0.02% |
$969 - $1.03K
|
28.6K
$3.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.17% |
$969 - $1.03K
|
4.24K
$592K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
7+ 0.4% |
$969 - $1.03K
|
1.77K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.27% |
$969 - $1.03K
|
2.61K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.36% |
$969 - $1.03K
|
1.95K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$831 - $883
|
4.11K
$574K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.18% |
$831 - $883
|
3.36K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.31% |
$831 - $883
|
1.94K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6+ 0.14% |
$831 - $883
|
4.24K
$592K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.3% |
$692 - $735
|
1.67K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5+ 0.55% |
$692 - $735
|
918
$128K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$692 - $735
|
1.45K
$202K
|