Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
743+ 26.51% |
$103K - $110K
|
3.55K
$517K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
742New |
$103K - $110K
|
742
$108K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
722+ 6.9% |
$100K - $107K
|
11.2K
$1.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
721+ 40.57% |
$99.8K - $107K
|
2.5K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
720+ 272.73% |
$99.7K - $106K
|
984
$143K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
704+ 7.66% |
$97.5K - $104K
|
9.9K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
703+ 141.73% |
$97.4K - $104K
|
1.2K
$175K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
698+ 1.45% |
$96.7K - $103K
|
48.9K
$7.12M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
694+ 1.65% |
$96.1K - $103K
|
42.7K
$6.22M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
692+ 2.49% |
$95.8K - $102K
|
28.5K
$4.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
678+ 5.89% |
$93.9K - $100K
|
12.2K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
677+ 12.22% |
$93.8K - $100K
|
6.22K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
672+ 0.6% |
$93.1K - $99.4K
|
113K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
664+ 12.52% |
$92K - $98.2K
|
5.97K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
663+ 6.82% |
$91.8K - $98K
|
10.4K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
659+ 2.23% |
$91.3K - $97.4K
|
30.2K
$4.4M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
655+ 15.02% |
$90.7K - $96.8K
|
5.02K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
648+ 39.13% |
$89.7K - $95.8K
|
2.3K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
645+ 3.55% |
$89.3K - $95.4K
|
18.8K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
635+ 31.91% |
$87.9K - $93.9K
|
2.63K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
625+ 15.68% |
$86.6K - $92.4K
|
4.61K
$671K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
619+ 3.94% |
$85.7K - $91.5K
|
16.3K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
618+ 24.6% |
$85.6K - $91.4K
|
3.13K
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
615+ 1.14% |
$85.2K - $90.9K
|
54.8K
$7.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
615+ 15.77% |
$85.2K - $90.9K
|
4.52K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
612+ 2.31% |
$84.7K - $90.5K
|
27.1K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
608+ 18.25% |
$84.2K - $89.9K
|
3.94K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
602+ 17.18% |
$83.4K - $89K
|
4.11K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
600+ 14.78% |
$83.1K - $88.7K
|
4.66K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
595+ 11.62% |
$82.4K - $88K
|
5.71K
$832K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
588+ 19.74% |
$81.4K - $86.9K
|
3.57K
$519K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
588+ 7.91% |
$81.4K - $86.9K
|
8.02K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
575+ 119.79% |
$79.6K - $85K
|
1.06K
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
565+ 31.15% |
$78.2K - $83.5K
|
2.38K
$347K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
558+ 182.35% |
$77.3K - $82.5K
|
864
$126K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
555+ 5.58% |
$76.9K - $82.1K
|
10.5K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
547+ 20.36% |
$75.7K - $80.9K
|
3.23K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
546+ 18.83% |
$75.6K - $80.7K
|
3.45K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
545+ 229.96% |
$75.5K - $80.6K
|
782
$114K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
543New |
$75.2K - $80.3K
|
543
$79.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
539+ 19.37% |
$74.6K - $79.7K
|
3.32K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
531+ 2.89% |
$73.5K - $78.5K
|
18.9K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
529+ 2.72% |
$73.3K - $78.2K
|
20K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
523+ 2.9% |
$72.4K - $77.3K
|
18.6K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
519+ 73.1% |
$71.9K - $76.7K
|
1.23K
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
509+ 22.4% |
$70.5K - $75.3K
|
2.78K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
500+ 1.51% |
$69.2K - $73.9K
|
33.6K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
497+ 49.8% |
$68.8K - $73.5K
|
1.5K
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
495+ 2.69% |
$68.5K - $73.2K
|
18.9K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
482+ 5.43% |
$66.7K - $71.3K
|
9.36K
$1.36M
|