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 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-375- 8.77% |
$51.9K - $55.2K
|
3.9K
$517K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-376- 19.22% |
$52K - $55.3K
|
1.58K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-376- 7.53% |
$52K - $55.3K
|
4.62K
$613K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-377- 1.59% |
$52.2K - $55.5K
|
23.3K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-386- 2.84% |
$53.4K - $56.8K
|
13.2K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-387- 11.66% |
$53.6K - $56.9K
|
2.93K
$389K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-393- 9.72% |
$54.4K - $57.8K
|
3.65K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-393- 1.38% |
$54.4K - $57.8K
|
28.2K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-396- 12.73% |
$54.8K - $58.2K
|
2.71K
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-402- 20.7% |
$55.6K - $59.1K
|
1.54K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-413- 1.93% |
$57.2K - $60.7K
|
21K
$2.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-419- 2.26% |
$58K - $61.6K
|
18.1K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-425- 2.71% |
$58.8K - $62.5K
|
15.2K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-428- 6.99% |
$59.2K - $63K
|
5.7K
$756K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-443- 11.24% |
$61.3K - $65.2K
|
3.5K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-445- 25.07% |
$61.6K - $65.5K
|
1.33K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-449- 70.6% |
$62.2K - $66K
|
187
$24.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-452- 3.25% |
$62.6K - $66.5K
|
13.5K
$1.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-460- 14.47% |
$63.7K - $67.7K
|
2.72K
$361K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-464- 5.89% |
$64.2K - $68.2K
|
7.41K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-464- 1.81% |
$64.2K - $68.2K
|
25.2K
$3.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-493- 0.9% |
$68.2K - $72.5K
|
54.3K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-494- 12.19% |
$68.4K - $72.7K
|
3.56K
$472K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-498- 1.73% |
$68.9K - $73.3K
|
28.3K
$3.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-499- 5.14% |
$69.1K - $73.4K
|
9.21K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-500- 1.74% |
$69.2K - $73.5K
|
28.3K
$3.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-513- 9.9% |
$71K - $75.5K
|
4.67K
$619K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-519- 42.23% |
$71.8K - $76.3K
|
710
$94.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-519- 11.05% |
$71.8K - $76.3K
|
4.18K
$554K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-520- 27.3% |
$72K - $76.5K
|
1.39K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-521- 1.12% |
$72.1K - $76.6K
|
46.1K
$6.11M
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-523- 22.18% |
$72.4K - $76.9K
|
1.84K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-525- 5.6% |
$72.7K - $77.2K
|
8.85K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-527- 4.29% |
$73K - $77.5K
|
11.8K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-535- 14.35% |
$74.1K - $78.7K
|
3.19K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-538- 10.15% |
$74.5K - $79.1K
|
4.76K
$632K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-561- 22.08% |
$77.7K - $82.5K
|
1.98K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-566- 9.3% |
$78.4K - $83.3K
|
5.52K
$732K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-575- 24.96% |
$79.6K - $84.6K
|
1.73K
$229K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-589- 13.09% |
$81.5K - $86.6K
|
3.91K
$519K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-589- 9.8% |
$81.5K - $86.6K
|
5.42K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-594- 0.48% |
$82.2K - $87.4K
|
124K
$16.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-595- 2.25% |
$82.4K - $87.5K
|
25.9K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-617- 6.4% |
$85.4K - $90.8K
|
9.03K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-618- 4.31% |
$85.5K - $90.9K
|
13.7K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-625- 40.98% |
$86.5K - $91.9K
|
900
$119K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-628- 10.9% |
$86.9K - $92.4K
|
5.14K
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-629- 1.76% |
$87.1K - $92.5K
|
35.2K
$4.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-637- 4.19% |
$88.2K - $93.7K
|
14.6K
$1.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-638- 43.4% |
$88.3K - $93.8K
|
832
$110K
|