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 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-169- 10.08% |
$23.4K - $24.9K
|
1.51K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-170- 26.81% |
$23.5K - $25K
|
464
$64.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-172- 1.44% |
$23.8K - $25.3K
|
11.8K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-172- 0.71% |
$23.8K - $25.3K
|
24.2K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-173- 5.95% |
$23.9K - $25.4K
|
2.73K
$382K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-176- 0.5% |
$24.4K - $25.9K
|
34.9K
$4.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-177- 0.79% |
$24.5K - $26K
|
22.2K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-184- 1.75% |
$25.5K - $27.1K
|
10.3K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-184- 1.24% |
$25.5K - $27.1K
|
14.6K
$2.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-190- 0.97% |
$26.3K - $27.9K
|
19.4K
$2.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-190- 3.4% |
$26.3K - $27.9K
|
5.4K
$754K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-192- 1.45% |
$26.6K - $28.2K
|
13K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-193- 1.4% |
$26.7K - $28.4K
|
13.6K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-194- 4.92% |
$26.9K - $28.5K
|
3.75K
$524K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-200- 0.96% |
$27.7K - $29.4K
|
20.6K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 3.65% |
$27.7K - $29.4K
|
5.28K
$738K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-200- 0.89% |
$27.7K - $29.4K
|
22.2K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-204- 2.09% |
$28.2K - $30K
|
9.55K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-209- 9.22% |
$28.9K - $30.7K
|
2.06K
$287K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-209- 5.41% |
$28.9K - $30.7K
|
3.66K
$511K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-210- 5.38% |
$29.1K - $30.9K
|
3.7K
$516K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-210- 3.17% |
$29.1K - $30.9K
|
6.41K
$895K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-211- 17.6% |
$29.2K - $31K
|
988
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-212- 1.29% |
$29.3K - $31.2K
|
16.3K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-213- 2.08% |
$29.5K - $31.3K
|
10K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-218- 1.07% |
$30.2K - $32.1K
|
20.2K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-219- 3.43% |
$30.3K - $32.2K
|
6.18K
$862K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-219- 0.33% |
$30.3K - $32.2K
|
66.6K
$9.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-220- 74.58% |
$30.5K - $32.4K
|
75
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-223- 0.66% |
$30.9K - $32.8K
|
33.3K
$4.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 3.22% |
$31.1K - $33.1K
|
6.76K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-226- 2.87% |
$31.3K - $33.2K
|
7.65K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-226- 4.08% |
$31.3K - $33.2K
|
5.31K
$742K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-229- 61.73% |
$31.7K - $33.7K
|
142
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-230- 10.93% |
$31.8K - $33.8K
|
1.88K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-235- 1.44% |
$32.5K - $34.6K
|
16.1K
$2.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-236- 1.17% |
$32.7K - $34.7K
|
20K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-237- 10.5% |
$32.8K - $34.9K
|
2.02K
$282K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-240- 1.06% |
$33.2K - $35.3K
|
22.4K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-240- 1.9% |
$33.2K - $35.3K
|
12.4K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-244- 2.53% |
$33.8K - $35.9K
|
9.38K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-247- 6.15% |
$34.2K - $36.3K
|
3.77K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-249- 14.52% |
$34.5K - $36.6K
|
1.47K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-250- 2.3% |
$34.6K - $36.8K
|
10.6K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-254- 4.69% |
$35.2K - $37.4K
|
5.16K
$721K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-255- 31.91% |
$35.3K - $37.5K
|
544
$76K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-259- 9.01% |
$35.9K - $38.1K
|
2.61K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-262- 5.96% |
$36.3K - $38.5K
|
4.13K
$577K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-264- 12.07% |
$36.5K - $38.8K
|
1.92K
$269K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-267- 12.25% |
$37K - $39.3K
|
1.91K
$267K
|