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 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-95- 4.12% |
$13.2K - $14K
|
2.21K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-98- 1.99% |
$13.6K - $14.4K
|
4.83K
$674K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-98- 4.93% |
$13.6K - $14.4K
|
1.89K
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-100- 1.69% |
$13.8K - $14.7K
|
5.81K
$812K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-101- 1.08% |
$14K - $14.9K
|
9.28K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-103- 4.74% |
$14.3K - $15.2K
|
2.07K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-105- 0.77% |
$14.5K - $15.4K
|
13.6K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 3.74% |
$14.7K - $15.6K
|
2.73K
$381K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-106- 0.88% |
$14.7K - $15.6K
|
12K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-106- 2.22% |
$14.7K - $15.6K
|
4.68K
$653K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-109- 98.2% |
$15.1K - $16K
|
2
$279
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-114- 2.83% |
$15.8K - $16.8K
|
3.92K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-116- 3.18% |
$16.1K - $17.1K
|
3.53K
$493K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-118- 2.67% |
$16.3K - $17.4K
|
4.3K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-118- 0.19% |
$16.3K - $17.4K
|
62.8K
$8.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-122- 3.2% |
$16.9K - $17.9K
|
3.7K
$516K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-127- 4.77% |
$17.6K - $18.7K
|
2.53K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-127- 6.38% |
$17.6K - $18.7K
|
1.86K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-128- 0.61% |
$17.7K - $18.8K
|
20.8K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133- 86.93% |
$18.4K - $19.6K
|
20
$2.79K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-133- 5.04% |
$18.4K - $19.6K
|
2.5K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-133- 1.02% |
$18.4K - $19.6K
|
12.9K
$1.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-134- 4.83% |
$18.5K - $19.7K
|
2.64K
$368K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-135- 4.86% |
$18.7K - $19.9K
|
2.64K
$369K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-135- 3.69% |
$18.7K - $19.9K
|
3.53K
$493K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-136- 3.09% |
$18.8K - $20K
|
4.26K
$595K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-138- 0.26% |
$19.1K - $20.3K
|
52.4K
$7.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-139- 4.22% |
$19.2K - $20.4K
|
3.16K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-139- 1.73% |
$19.2K - $20.4K
|
7.89K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-139- 2.33% |
$19.2K - $20.4K
|
5.83K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-141- 2.44% |
$19.5K - $20.7K
|
5.65K
$789K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-146- 3.2% |
$20.2K - $21.5K
|
4.42K
$617K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-147- 0.78% |
$20.3K - $21.6K
|
18.6K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-148- 4.34% |
$20.5K - $21.8K
|
3.26K
$456K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-149- 3.94% |
$20.6K - $21.9K
|
3.63K
$507K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-150- 1.1% |
$20.8K - $22.1K
|
13.5K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-150- 4.81% |
$20.8K - $22.1K
|
2.97K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-151- 9.9% |
$20.9K - $22.2K
|
1.37K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-152- 0.47% |
$21K - $22.4K
|
32.1K
$4.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-155- 0.91% |
$21.5K - $22.8K
|
16.9K
$2.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-156- 1.66% |
$21.6K - $22.9K
|
9.26K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-160- 14.88% |
$22.1K - $23.5K
|
915
$128K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-160- 1.4% |
$22.1K - $23.5K
|
11.3K
$1.58M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-161- 9.19% |
$22.3K - $23.7K
|
1.59K
$222K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-162- 5.32% |
$22.4K - $23.8K
|
2.88K
$403K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-163- 7.93% |
$22.6K - $24K
|
1.89K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-165- 0.3% |
$22.8K - $24.3K
|
55.3K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-165- 0.61% |
$22.8K - $24.3K
|
27K
$3.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-166- 2.14% |
$23K - $24.4K
|
7.58K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-167- 7.55% |
$23.1K - $24.6K
|
2.04K
$285K
|