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 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-35- 0.17% |
$4.85K - $5.15K
|
20.9K
$2.77M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-36- 1.0% |
$4.98K - $5.3K
|
3.57K
$473K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 1.41% |
$5.54K - $5.88K
|
2.79K
$370K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-42- 1.37% |
$5.81K - $6.18K
|
3.01K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-42- 1.94% |
$5.81K - $6.18K
|
2.13K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-43- 2.32% |
$5.95K - $6.32K
|
1.81K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-43- 2.08% |
$5.95K - $6.32K
|
2.02K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-43- 0.53% |
$5.95K - $6.32K
|
8K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-44- 2.12% |
$6.09K - $6.47K
|
2.03K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$6.09K - $6.47K
|
2.3K
$305K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 0.22% |
$6.23K - $6.62K
|
20.3K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-45- 11.34% |
$6.23K - $6.62K
|
352
$46.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-45- 1.18% |
$6.23K - $6.62K
|
3.76K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-46- 0.01% |
$6.37K - $6.77K
|
686K
$90.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-46- 3.21% |
$6.37K - $6.77K
|
1.39K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-46Closed |
$6.37K - $6.77K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-48- 0.88% |
$6.64K - $7.06K
|
5.43K
$720K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 2.96% |
$6.78K - $7.21K
|
1.61K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-50- 10.0% |
$6.92K - $7.35K
|
450
$59.7K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-50- 0.29% |
$6.92K - $7.35K
|
17.1K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50- 3.29% |
$6.92K - $7.35K
|
1.47K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-52- 2.57% |
$7.2K - $7.65K
|
1.97K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-52- 0.94% |
$7.2K - $7.65K
|
5.46K
$725K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-53- 1.48% |
$7.34K - $7.8K
|
3.54K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-55- 1.97% |
$7.61K - $8.09K
|
2.74K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-58- 0.68% |
$8.03K - $8.53K
|
8.48K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-58- 0.71% |
$8.03K - $8.53K
|
8.09K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-60- 2.63% |
$8.31K - $8.83K
|
2.22K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-60- 1.66% |
$8.31K - $8.83K
|
3.57K
$473K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-61- 0.54% |
$8.44K - $8.97K
|
11.3K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-61- 1.03% |
$8.44K - $8.97K
|
5.84K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-61- 27.6% |
$8.44K - $8.97K
|
160
$21.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-62- 4.47% |
$8.58K - $9.12K
|
1.33K
$176K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-64- 2.43% |
$8.86K - $9.41K
|
2.57K
$341K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-64- 5.18% |
$8.86K - $9.41K
|
1.17K
$155K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-64- 7.79% |
$8.86K - $9.41K
|
758
$101K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-65- 0.93% |
$9K - $9.56K
|
6.95K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-66- 1.48% |
$9.14K - $9.71K
|
4.4K
$584K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-67- 1.63% |
$9.27K - $9.86K
|
4.05K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-69- 4.65% |
$9.55K - $10.1K
|
1.41K
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-69- 6.92% |
$9.55K - $10.1K
|
928
$123K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-70- -0.0% |
$9.69K - $10.3K
|
2.82M
$375M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-71- 0.1% |
$9.83K - $10.4K
|
69.5K
$9.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-72- 1.58% |
$9.97K - $10.6K
|
4.5K
$596K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-72- 3.32% |
$9.97K - $10.6K
|
2.1K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-74- 4.34% |
$10.2K - $10.9K
|
1.63K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-75- 4.65% |
$10.4K - $11K
|
1.54K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-76- 1.79% |
$10.5K - $11.2K
|
4.17K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 1.45% |
$10.8K - $11.5K
|
5.29K
$701K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-80- 10.67% |
$11.1K - $11.8K
|
670
$88.9K
|