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 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 8.05% |
$238K - $254K
|
19.7K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.72K- 3.72% |
$238K - $254K
|
44.6K
$6.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.74K- 3.87% |
$240K - $257K
|
43.1K
$6.28M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 46.18% |
$241K - $258K
|
2.03K
$296K
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.83% |
$243K - $260K
|
20.7K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.77K- 1.16% |
$245K - $261K
|
151K
$22M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.77K- 4.21% |
$245K - $261K
|
40.2K
$5.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 8.8% |
$246K - $262K
|
18.4K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.82K- 6.96% |
$251K - $269K
|
24.3K
$3.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.82K- 5.13% |
$252K - $269K
|
33.6K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 0.21% |
$254K - $271K
|
857K
$125M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.84K- 6.01% |
$255K - $272K
|
28.8K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.84K- 6.38% |
$255K - $272K
|
27K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.87K- 2.36% |
$259K - $277K
|
77.3K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.91K- 40.8% |
$264K - $282K
|
2.77K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.95K- 29.51% |
$270K - $289K
|
4.66K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.98K- 2.02% |
$275K - $293K
|
96.2K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.99K- 55.22% |
$276K - $294K
|
1.61K
$235K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2K- 83.33% |
$277K - $296K
|
400
$58.3K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.01K- 9.16% |
$278K - $297K
|
19.9K
$2.9M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.06K- 21.75% |
$285K - $305K
|
7.41K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.09K- 7.49% |
$289K - $308K
|
25.7K
$3.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 54.16% |
$291K - $310K
|
1.78K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.11K- 25.74% |
$292K - $312K
|
6.09K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.12K- 11.46% |
$293K - $313K
|
16.4K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.13K- 2.63% |
$295K - $315K
|
78.9K
$11.5M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.13K- 31.36% |
$296K - $316K
|
4.67K
$680K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.15K- 45.64% |
$297K - $318K
|
2.56K
$373K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.16K- 62.4% |
$299K - $319K
|
1.3K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.16K- 25.71% |
$299K - $319K
|
6.24K
$908K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$304K - $324K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.19K- 18.9% |
$304K - $324K
|
9.41K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.2K- 9.29% |
$304K - $325K
|
21.5K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.26K- 19.55% |
$313K - $334K
|
9.29K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.32K- 9.3% |
$322K - $343K
|
22.7K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.46K- 28.99% |
$341K - $364K
|
6.03K
$878K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.48K- 34.28% |
$343K - $366K
|
4.75K
$692K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 9.66% |
$346K - $369K
|
23.4K
$3.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.52K- 56.21% |
$349K - $373K
|
1.96K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 9.92% |
$349K - $373K
|
22.9K
$3.34M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 15.2% |
$356K - $380K
|
14.4K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.58K- 89.57% |
$357K - $381K
|
300
$43.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.58K- 4.44% |
$357K - $381K
|
55.5K
$8.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 97.18% |
$357K - $381K
|
75
$10.9K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2.58K- 9.2% |
$358K - $382K
|
25.5K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.6K- 55.26% |
$360K - $384K
|
2.11K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.72K- 1.79% |
$376K - $402K
|
149K
$21.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.75K- 58.57% |
$381K - $406K
|
1.94K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.81K- 9.27% |
$389K - $415K
|
27.5K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.87K- 63.32% |
$398K - $425K
|
1.67K
$243K
|