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 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2- 0.11% |
$277 - $294
|
1.9K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2- 0.02% |
$277 - $294
|
12.3K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-2- 0.02% |
$277 - $294
|
8.21K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.27% |
$277 - $294
|
741
$98.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.01% |
$277 - $294
|
14.8K
$1.97M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.86% |
$277 - $294
|
68
$9.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-4- 0.18% |
$554 - $588
|
2.22K
$294K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5- 0.17% |
$692 - $735
|
3.03K
$401K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.18% |
$692 - $735
|
2.71K
$359K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 0.53% |
$969 - $1.03K
|
1.3K
$173K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-7- 0.34% |
$969 - $1.03K
|
2.06K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8- 1.19% |
$1.11K - $1.18K
|
663
$87.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.44% |
$1.38K - $1.47K
|
2.25K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-10- 0.1% |
$1.38K - $1.47K
|
10.1K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.47K
|
4.36K
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10- 0.66% |
$1.38K - $1.47K
|
1.5K
$199K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11- 0.2% |
$1.52K - $1.62K
|
5.5K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11- 0.21% |
$1.52K - $1.62K
|
5.12K
$679K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-11- 0.03% |
$1.52K - $1.62K
|
40.5K
$5.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11- 2.98% |
$1.52K - $1.62K
|
358
$47.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.83% |
$1.66K - $1.77K
|
1.44K
$191K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-13- 0.2% |
$1.8K - $1.91K
|
6.42K
$852K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 4.08% |
$1.8K - $1.91K
|
306
$40.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-15- 0.21% |
$2.08K - $2.21K
|
6.99K
$926K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.05% |
$2.08K - $2.21K
|
30.3K
$4.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 15.09% |
$2.21K - $2.35K
|
90
$11.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.44% |
$2.35K - $2.5K
|
3.88K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-17- 0.13% |
$2.35K - $2.5K
|
12.7K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-18- 0.51% |
$2.49K - $2.65K
|
3.53K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-19- 0.24% |
$2.63K - $2.79K
|
7.81K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-19- 1.39% |
$2.63K - $2.79K
|
1.35K
$179K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 6.25% |
$2.77K - $2.94K
|
300
$39.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 1.01% |
$2.77K - $2.94K
|
1.96K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 1.65% |
$2.77K - $2.94K
|
1.19K
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-20- 1.22% |
$2.77K - $2.94K
|
1.63K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-22- 23.91% |
$3.05K - $3.24K
|
70
$9.28K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-25- 0.42% |
$3.46K - $3.68K
|
5.93K
$786K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.79% |
$3.46K - $3.68K
|
3.15K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.27% |
$3.46K - $3.68K
|
9.07K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-26- 1.85% |
$3.6K - $3.82K
|
1.38K
$183K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-27- 0.07% |
$3.74K - $3.97K
|
38.8K
$5.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-28- 1.67% |
$3.88K - $4.12K
|
1.64K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-28- 1.11% |
$3.88K - $4.12K
|
2.5K
$331K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-29- 0.92% |
$4.01K - $4.27K
|
3.11K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.82% |
$4.29K - $4.56K
|
3.74K
$496K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-32- 1.26% |
$4.43K - $4.71K
|
2.51K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-33- 0.17% |
$4.57K - $4.85K
|
19.6K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-34- 0.86% |
$4.71K - $5K
|
3.9K
$517K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-35- 0.15% |
$4.85K - $5.15K
|
23.7K
$3.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-35- 2.01% |
$4.85K - $5.15K
|
1.71K
$227K
|