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 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.91K- 16.2% |
$403K - $431K
|
15.1K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.92K- 63.32% |
$404K - $432K
|
1.69K
$246K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.93KClosed |
$405K - $433K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.05K- 40.95% |
$423K - $451K
|
4.4K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.17K- 23.42% |
$439K - $469K
|
10.4K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.19K- 17.57% |
$441K - $471K
|
14.9K
$2.18M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.2K- 61.57% |
$443K - $473K
|
2K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.23K- 14.93% |
$448K - $478K
|
18.4K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.25K- 19.19% |
$450K - $481K
|
13.7K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.27K- 8.36% |
$453K - $483K
|
35.8K
$5.22M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.45K- 50.53% |
$478K - $511K
|
3.38K
$492K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-3.47K- 15.47% |
$481K - $513K
|
19K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.5K- 3.69% |
$484K - $517K
|
91.1K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.51K- 98.71% |
$486K - $519K
|
46
$6.7K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.53K- 11.84% |
$488K - $521K
|
26.3K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-3.68K- 60.0% |
$509K - $544K
|
2.45K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.72K- 10.48% |
$515K - $550K
|
31.8K
$4.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.87K- 73.63% |
$536K - $572K
|
1.39K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.9K- 11.3% |
$540K - $577K
|
30.6K
$4.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.91K- 64.61% |
$541K - $578K
|
2.14K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.91K- 98.54% |
$541K - $578K
|
58
$8.45K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-3.98K- 5.44% |
$551K - $588K
|
69.2K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.09K- 4.94% |
$566K - $604K
|
78.6K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.12K- 12.69% |
$570K - $609K
|
28.3K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.16K- 4.84% |
$576K - $615K
|
81.7K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.27K- 83.41% |
$592K - $632K
|
850
$124K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4.45K- 7.17% |
$616K - $658K
|
57.6K
$8.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.48K- 55.37% |
$620K - $662K
|
3.61K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.52K- 22.47% |
$625K - $668K
|
15.6K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.56K- 25.97% |
$632K - $674K
|
13K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.59K- 0.83% |
$635K - $678K
|
549K
$80M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.6K- 1.71% |
$637K - $680K
|
264K
$38.5M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.6K- 18.43% |
$637K - $680K
|
20.4K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.66K- 1.47% |
$645K - $689K
|
311K
$45.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.66K- 2.8% |
$645K - $689K
|
162K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.67K- 12.91% |
$647K - $691K
|
31.5K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.79K- 36.93% |
$663K - $708K
|
8.17K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.84K- 10.9% |
$670K - $716K
|
39.6K
$5.77M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.87K- 29.66% |
$674K - $720K
|
11.5K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.02K- 13.9% |
$694K - $742K
|
31.1K
$4.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.1K- 72.28% |
$706K - $754K
|
1.96K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-5.38K- 15.41% |
$745K - $796K
|
29.5K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.39K- 5.59% |
$747K - $797K
|
91K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.41K- 14.36% |
$749K - $799K
|
32.2K
$4.69M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.57K- 15.8% |
$771K - $823K
|
29.7K
$4.32M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.6K- 12.27% |
$775K - $828K
|
40K
$5.83M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.79K- 3.99% |
$802K - $856K
|
139K
$20.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 66.01% |
$812K - $867K
|
3.02K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.87K- 11.35% |
$813K - $868K
|
45.8K
$6.68M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.02K- 26.48% |
$833K - $889K
|
16.7K
$2.43M
|