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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
21+ 0.76% |
$2.91K - $3.11K
|
2.77K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 3.23% |
$2.91K - $3.11K
|
671
$97.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 0.49% |
$2.91K - $3.11K
|
4.28K
$623K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.33% |
$2.77K - $2.96K
|
6.12K
$892K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20+ 0.51% |
$2.77K - $2.96K
|
3.98K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
20+ 1.3% |
$2.77K - $2.96K
|
1.56K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.35% |
$2.63K - $2.81K
|
5.4K
$786K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
18New |
$2.49K - $2.66K
|
18
$2.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18+ 0.6% |
$2.49K - $2.66K
|
3.01K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
18+ 17.31% |
$2.49K - $2.66K
|
122
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$2.49K - $2.66K
|
23.4K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
16+ 0.57% |
$2.22K - $2.37K
|
2.84K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.22K - $2.37K
|
16
$2.33K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
15+ 0.67% |
$2.08K - $2.22K
|
2.26K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.16% |
$2.08K - $2.22K
|
9.19K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 0.21% |
$1.94K - $2.07K
|
6.76K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.2% |
$1.8K - $1.92K
|
6.44K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13+ 0.02% |
$1.8K - $1.92K
|
59.1K
$8.61M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
10+ 0.38% |
$1.38K - $1.48K
|
2.66K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10New |
$1.38K - $1.48K
|
10
$1.46K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10+ 0.06% |
$1.38K - $1.48K
|
16.4K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.28% |
$1.25K - $1.33K
|
3.28K
$477K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.08% |
$1.25K - $1.33K
|
10.7K
$1.56M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 9.52% |
$1.11K - $1.18K
|
92
$13.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.36% |
$1.11K - $1.18K
|
2.23K
$325K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8+ 0.17% |
$1.11K - $1.18K
|
4.63K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.48% |
$1.11K - $1.18K
|
1.68K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.36% |
$969 - $1.04K
|
1.94K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
7+ 0.19% |
$969 - $1.04K
|
3.78K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.23% |
$831 - $887
|
2.61K
$380K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.14% |
$831 - $887
|
4.24K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.31% |
$831 - $887
|
1.94K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$692 - $739
|
4.11K
$598K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
4+ 0.24% |
$554 - $591
|
1.66K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.25% |
$554 - $591
|
1.59K
$231K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$415 - $444
|
1.66K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.03% |
$415 - $444
|
9.93K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$415 - $444
|
14K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.37% |
$415 - $444
|
822
$120K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.09% |
$277 - $296
|
2.27K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.07% |
$277 - $296
|
2.72K
$396K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.44% |
$277 - $296
|
452
$65.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.07% |
$277 - $296
|
2.87K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$277 - $296
|
4.09K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.56% |
$277 - $296
|
362
$52.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.23% |
$277 - $296
|
869
$127K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$138 - $148
|
244
$35.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$138 - $148
|
9.71K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$138 - $148
|
4.85K
$706K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1+ 0.01% |
$138 - $148
|
17.1K
$2.48M
|