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 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-652- 63.86% |
$90.3K - $95.9K
|
369
$48.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-658- 1.52% |
$91.1K - $96.8K
|
42.7K
$5.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-658- 6.24% |
$91.1K - $96.8K
|
9.89K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-668- 4.57% |
$92.5K - $98.3K
|
13.9K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-678- 0.52% |
$93.9K - $99.7K
|
129K
$17M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-680- 3.74% |
$94.1K - $100K
|
17.5K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-681- 2.92% |
$94.3K - $100K
|
22.7K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-684- 6.17% |
$94.7K - $101K
|
10.4K
$1.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-687- 24.77% |
$95.1K - $101K
|
2.09K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-689- 18.38% |
$95.4K - $101K
|
3.06K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-703- 18.87% |
$97.3K - $103K
|
3.02K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-706- 1.81% |
$97.7K - $104K
|
38.2K
$5.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-710- 0.4% |
$98.3K - $104K
|
176K
$23.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-714- 7.67% |
$98.8K - $105K
|
8.6K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-720- 16.47% |
$99.7K - $106K
|
3.65K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-727- 11.37% |
$101K - $107K
|
5.67K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-735- 4.24% |
$102K - $108K
|
16.6K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-746- 2.63% |
$103K - $110K
|
27.6K
$3.66M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-750- 80.04% |
$104K - $110K
|
187
$24.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-753- 0.72% |
$104K - $111K
|
103K
$13.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-758- 1.2% |
$105K - $111K
|
62.4K
$8.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-758- 24.63% |
$105K - $111K
|
2.32K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-767- 0.99% |
$106K - $113K
|
76.6K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-768- 7.99% |
$106K - $113K
|
8.84K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-775- 3.78% |
$107K - $114K
|
19.7K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-776- 27.89% |
$107K - $114K
|
2.01K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-788- 2.87% |
$109K - $116K
|
26.6K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-794- 19.41% |
$110K - $117K
|
3.3K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 11.4% |
$111K - $118K
|
6.22K
$825K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-813- 2.7% |
$113K - $120K
|
29.3K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-814- 13.03% |
$113K - $120K
|
5.43K
$721K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-830- 5.24% |
$115K - $122K
|
15K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-844- 91.14% |
$117K - $124K
|
82
$10.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-849- 2.32% |
$118K - $125K
|
35.7K
$4.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-861- 2.14% |
$119K - $127K
|
39.3K
$5.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-876- 8.44% |
$121K - $129K
|
9.51K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-897- 1.45% |
$124K - $132K
|
61.1K
$8.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-908- 10.78% |
$126K - $134K
|
7.52K
$997K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-917- 1.98% |
$127K - $135K
|
45.5K
$6.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-921- 4.07% |
$127K - $135K
|
21.7K
$2.88M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-949- 1.97% |
$131K - $140K
|
47.1K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-962- 25.1% |
$133K - $142K
|
2.87K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-965- 2.33% |
$134K - $142K
|
40.4K
$5.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-970- 26.94% |
$134K - $143K
|
2.63K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.01K- 5.47% |
$139K - $148K
|
17.4K
$2.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 12.97% |
$144K - $153K
|
6.96K
$924K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.06K- 2.41% |
$146K - $155K
|
42.7K
$5.67M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.06K- 4.05% |
$147K - $156K
|
25.2K
$3.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.07K- 5.25% |
$148K - $158K
|
19.3K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.08K- 21.08% |
$149K - $158K
|
4.03K
$535K
|