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
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 1.9% |
$11.1K - $11.8K
|
4.14K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-80- 4.47% |
$11.1K - $11.8K
|
1.71K
$249K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 1.27% |
$11.1K - $11.8K
|
6.21K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-82- 1.84% |
$11.4K - $12.1K
|
4.37K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-86- 0.58% |
$11.9K - $12.7K
|
14.8K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-88- 0.56% |
$12.2K - $13K
|
15.7K
$2.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-89- 26.81% |
$12.3K - $13.2K
|
243
$35.4K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-89- 6.52% |
$12.3K - $13.2K
|
1.28K
$186K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-91- 2.33% |
$12.6K - $13.5K
|
3.82K
$556K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-92- 4.63% |
$12.7K - $13.6K
|
1.9K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-92- 0.71% |
$12.7K - $13.6K
|
12.8K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-94- 2.16% |
$13K - $13.9K
|
4.27K
$621K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-95- 0.56% |
$13.2K - $14K
|
16.9K
$2.46M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-95- 1.8% |
$13.2K - $14K
|
5.18K
$755K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-97- 0.57% |
$13.4K - $14.3K
|
17K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-97- 7.08% |
$13.4K - $14.3K
|
1.27K
$185K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-97- 1.22% |
$13.4K - $14.3K
|
7.83K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.55% |
$13.8K - $14.8K
|
18K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 4.47% |
$13.8K - $14.8K
|
2.14K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-102- 1.62% |
$14.1K - $15.1K
|
6.21K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-102- 5.21% |
$14.1K - $15.1K
|
1.85K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-103- 3.28% |
$14.3K - $15.2K
|
3.04K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-104- 0.93% |
$14.4K - $15.4K
|
11.1K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-105- 5.18% |
$14.5K - $15.5K
|
1.92K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-105- 9.34% |
$14.5K - $15.5K
|
1.02K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-105- 4.93% |
$14.5K - $15.5K
|
2.03K
$295K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-105- 2.25% |
$14.5K - $15.5K
|
4.57K
$665K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-108- 5.16% |
$15K - $16K
|
1.98K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-108- 0.65% |
$15K - $16K
|
16.5K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-110- 5.62% |
$15.2K - $16.3K
|
1.85K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-110- 4.83% |
$15.2K - $16.3K
|
2.17K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-112- 0.92% |
$15.5K - $16.6K
|
12.1K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-113- 1.24% |
$15.6K - $16.7K
|
9.04K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-114- 3.24% |
$15.8K - $16.9K
|
3.41K
$496K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.5% |
$16.5K - $17.6K
|
23.8K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-119- 1.23% |
$16.5K - $17.6K
|
9.59K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-120- 4.9% |
$16.6K - $17.7K
|
2.33K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-121- 1.24% |
$16.8K - $17.9K
|
9.62K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-125- 0.41% |
$17.3K - $18.5K
|
30.4K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-126- 6.77% |
$17.4K - $18.6K
|
1.73K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-128- 2.83% |
$17.7K - $18.9K
|
4.39K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-129- 78.66% |
$17.9K - $19.1K
|
35
$5.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-129- 0.78% |
$17.9K - $19.1K
|
16.3K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-129- 1.97% |
$17.9K - $19.1K
|
6.4K
$933K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-130- 3.28% |
$18K - $19.2K
|
3.84K
$559K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-134- 1.65% |
$18.6K - $19.8K
|
8K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-135- 0.99% |
$18.7K - $20K
|
13.4K
$1.96M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-137- 6.22% |
$19K - $20.3K
|
2.06K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-137- 13.05% |
$19K - $20.3K
|
913
$133K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-140- 1.47% |
$19.4K - $20.7K
|
9.37K
$1.36M
|