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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
95+ 0.49% |
$13.2K - $14K
|
19.6K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
95+ 0.35% |
$13.2K - $14K
|
27.4K
$3.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
89+ 54.94% |
$12.3K - $13.2K
|
251
$36.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
89+ 4.76% |
$12.3K - $13.2K
|
1.96K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 35.74% |
$12.3K - $13.2K
|
338
$49.2K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
88+ 0.88% |
$12.2K - $13K
|
10.1K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.09% |
$11.6K - $12.4K
|
92.2K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
80+ 1.16% |
$11.1K - $11.8K
|
7K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 31.82% |
$10.7K - $11.4K
|
319
$46.5K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
70+ 20.29% |
$9.69K - $10.4K
|
415
$60.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 3.14% |
$9.14K - $9.76K
|
2.17K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
65+ 4.13% |
$9K - $9.61K
|
1.64K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
65+ 4.32% |
$9K - $9.61K
|
1.57K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
64+ 2.49% |
$8.86K - $9.46K
|
2.64K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
63+ 3.66% |
$8.72K - $9.32K
|
1.78K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 81.58% |
$8.59K - $9.17K
|
138
$20.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
61+ 0.22% |
$8.45K - $9.02K
|
27.2K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
61+ 1.08% |
$8.45K - $9.02K
|
5.7K
$830K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
61+ 0.39% |
$8.45K - $9.02K
|
15.9K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
58+ 0.72% |
$8.03K - $8.58K
|
8.15K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
56+ 0.31% |
$7.75K - $8.28K
|
17.9K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
51+ 0.34% |
$7.06K - $7.54K
|
14.8K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.58% |
$6.92K - $7.39K
|
8.74K
$1.27M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
49+ 0.17% |
$6.79K - $7.25K
|
28.1K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$6.65K - $7.1K
|
48
$6.99K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 12.78% |
$6.23K - $6.65K
|
397
$57.8K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
45+ 22.5% |
$6.23K - $6.65K
|
245
$35.7K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
43New |
$5.95K - $6.36K
|
43
$6.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42+ 18.26% |
$5.82K - $6.21K
|
272
$39.6K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
41+ 1.65% |
$5.68K - $6.06K
|
2.53K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
40+ 1.31% |
$5.54K - $5.91K
|
3.1K
$451K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40+ 0.71% |
$5.54K - $5.91K
|
5.65K
$822K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 1.66% |
$5.26K - $5.62K
|
2.33K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
37+ 1.34% |
$5.12K - $5.47K
|
2.81K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
36+ 0.43% |
$4.99K - $5.32K
|
8.37K
$1.22M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
35+ 1.41% |
$4.85K - $5.18K
|
2.52K
$368K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
35+ 2.05% |
$4.85K - $5.18K
|
1.74K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
34+ 0.96% |
$4.71K - $5.03K
|
3.59K
$523K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 45.21% |
$4.57K - $4.88K
|
106
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
30+ 0.35% |
$4.15K - $4.44K
|
8.51K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 3.92% |
$3.88K - $4.14K
|
743
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 1.57% |
$3.74K - $3.99K
|
1.74K
$254K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
25+ 0.51% |
$3.46K - $3.7K
|
4.89K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.64K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
24New |
$3.32K - $3.55K
|
24
$3.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24+ 0.67% |
$3.32K - $3.55K
|
3.62K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
23+ 0.45% |
$3.19K - $3.4K
|
5.19K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
22+ 0.4% |
$3.05K - $3.25K
|
5.48K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.25K
|
22
$3.2K
|