Purchases and Sales Made in Q1 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
May 08, 2024 Q1 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
480
+ 1.61%
$66.5K - $71K
30.2K $4.49M
Apr 17, 2024 Q1 2024
Cranbrook Wealth Management, LLC

BUY
 -
478
+ 4.94%
$66.2K - $70.7K
10.2K $1.51M
Apr 22, 2024 Q1 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
473
+ 10.97%
$65.5K - $69.9K
4.79K $710K
May 02, 2024 Q1 2024
Smith, Salley & Associates

BUY
 -
468
+ 5.93%
$64.8K - $69.2K
8.37K $1.24M
May 09, 2024 Q1 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
461
+ 2.86%
$63.8K - $68.2K
16.6K $2.46M
May 15, 2024 Q1 2024
Camden Capital, LLC

BUY
 -
456
+ 1.92%
$63.1K - $67.4K
24.2K $3.59M
May 07, 2024 Q1 2024
Choate Investment Advisors

Boston, MA
BUY
 -
455
+ 1.41%
$63K - $67.3K
32.6K $4.85M
May 09, 2024 Q1 2024
First Foundation Advisors

Irvine, CA
BUY
 -
451
+ 29.06%
$62.5K - $66.7K
2K $297K
Apr 12, 2024 Q1 2024
Parkside Investments, LLC

BUY
 -
450
+ 0.55%
$62.3K - $66.5K
81.6K $12.1M
May 06, 2024 Q1 2024
Amg National Trust Bank

BUY
 -
450
+ 2.14%
$62.3K - $66.5K
21.5K $3.2M
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
446
+ 234.74%
$61.8K - $65.9K
636 $94.4K
May 15, 2024 Q1 2024
Bokf, Na

Tulsa, OK
BUY
 -
443
+ 9.0%
$61.3K - $65.5K
5.37K $797K
Apr 12, 2024 Q1 2024
Columbus Macro, LLC

BUY
 -
433
+ 13.56%
$60K - $64K
3.63K $538K
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
433
+ 14.54%
$60K - $64K
3.41K $506K
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
432
+ 5.59%
$59.8K - $63.9K
8.17K $1.21M
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
421
+ 51.72%
$58.3K - $62.2K
1.24K $183K
Apr 26, 2024 Q1 2024
First Horizon Advisors, Inc.

BUY
 -
416
+ 1.34%
$57.6K - $61.5K
31.4K $4.66M
May 07, 2024 Q1 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
407
+ 20.28%
$56.4K - $60.2K
2.41K $358K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
396
+ 74.72%
$54.8K - $58.6K
926 $137K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
394
+ 96.57%
$54.6K - $58.3K
802 $119K
May 08, 2024 Q1 2024
Interchange Capital Partners, LLC

BUY
 -
390
+ 4.95%
$54K - $57.7K
8.27K $1.23M
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
389
+ 25.97%
$53.9K - $57.5K
1.89K $280K
Apr 02, 2024 Q1 2024
Heartwood Wealth Advisors LLC

BUY
 -
385
+ 5.46%
$53.3K - $56.9K
7.44K $1.1M
May 08, 2024 Q1 2024
Shufro Rose & CO LLC

BUY
 -
380
+ 8.11%
$52.6K - $56.2K
5.06K $752K
Apr 30, 2024 Q1 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
378
+ 2.47%
$52.3K - $55.9K
15.7K $2.33M
Apr 15, 2024 Q1 2024
Sage Capital Advisors,Llc

BUY
 -
376
+ 7.32%
$52.1K - $55.6K
5.51K $818K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
374
+ 3400.0%
$51.8K - $55.3K
385 $57.2K
Apr 10, 2024 Q1 2024
Aprio Wealth Management, LLC

BUY
 -
368
+ 14.4%
$51K - $54.4K
2.92K $434K
Apr 26, 2024 Q1 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
367
+ 3.25%
$50.8K - $54.3K
11.7K $1.73M
Apr 23, 2024 Q1 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
364
+ 1.85%
$50.4K - $53.8K
20K $2.97M
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
362
+ 0.69%
$50.1K - $53.5K
52.6K $7.81M
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
353
+ 28.24%
$48.9K - $52.2K
1.6K $238K
May 06, 2024 Q1 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
348
+ 10.7%
$48.2K - $51.5K
3.6K $535K
May 08, 2024 Q1 2024
Crestwood Advisors Group LLC

BUY
 -
348
+ 2.3%
$48.2K - $51.5K
15.5K $2.3M
Apr 15, 2024 Q1 2024
Tru Wealth Advisors, LLC

BUY
 -
343
+ 1.47%
$47.5K - $50.7K
23.7K $3.51M
May 08, 2024 Q1 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
337
+ 6.06%
$46.7K - $49.8K
5.9K $875K
May 14, 2024 Q1 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
336
+ 5.67%
$46.5K - $49.7K
6.27K $930K
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
331
+ 29.09%
$45.8K - $48.9K
1.47K $218K
May 14, 2024 Q1 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
331
+ 12.18%
$45.8K - $48.9K
3.05K $453K
Apr 29, 2024 Q1 2024
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
325
+ 1.8%
$45K - $48.1K
18.4K $2.73M
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
317
+ 2.88%
$43.9K - $46.9K
11.3K $1.68M
Apr 11, 2024 Q1 2024
Rda Financial Network

BUY
 -
316
+ 10.92%
$43.8K - $46.7K
3.21K $477K
Apr 25, 2024 Q1 2024
One Day In July LLC

BUY
 -
315
+ 1.87%
$43.6K - $46.6K
17.1K $2.54M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
315
+ 1.2%
$43.6K - $46.6K
26.5K $3.93M
May 15, 2024 Q1 2024
Rice Partnership, LLC

BUY
 -
315
New
$43.6K - $46.6K
315 $46.8K
May 08, 2024 Q1 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
311
+ 13.9%
$43.1K - $46K
2.55K $378K
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
309
+ 5.7%
$42.8K - $45.7K
5.73K $851K
May 15, 2024 Q1 2024
Walleye Trading LLC

Plymouth, MN
BUY
 -
307
New
$42.5K - $45.4K
307 $45.6K
May 15, 2024 Q1 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
303
+ 11.74%
$42K - $44.8K
2.89K $428K

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