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 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
23.9K+ 64.0% |
$3.31M - $3.53M
|
61.2K
$9.08M
|
|
|
May 14, 2024
Q1 2024
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$3.25M - $3.47M
|
23.5K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23.2K+ 9.45% |
$3.21M - $3.42M
|
268K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23K+ 9.14% |
$3.19M - $3.41M
|
275K
$40.8M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21.9K+ 45.22% |
$3.03M - $3.23M
|
70.2K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7K+ 13.36% |
$3.01M - $3.21M
|
184K
$27.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7K+ 10.54% |
$3M - $3.21M
|
227K
$33.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.1K+ 91.91% |
$2.92M - $3.12M
|
44.1K
$6.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21K+ 5.66% |
$2.91M - $3.11M
|
392K
$58.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 3.14% |
$2.9M - $3.09M
|
687K
$102M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
20.8KNew |
$2.88M - $3.08M
|
20.8K
$3.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
20.8KNew |
$2.88M - $3.08M
|
20.8K
$3.09M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
20.7K+ 118.68% |
$2.87M - $3.06M
|
38.2K
$5.66M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
20.2KNew |
$2.79M - $2.98M
|
20.2K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
19.8K+ 43.68% |
$2.74M - $2.93M
|
65.1K
$9.67M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.7K+ 45.14% |
$2.72M - $2.91M
|
63.2K
$9.38M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
18.8K+ 11.5% |
$2.6M - $2.78M
|
182K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 3.45% |
$2.56M - $2.73M
|
554K
$82.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 5.12% |
$2.54M - $2.71M
|
376K
$55.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.6K+ 46.22% |
$2.43M - $2.6M
|
55.6K
$8.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.6K+ 701.68% |
$2.43M - $2.6M
|
20.1K
$2.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
17.5K+ 8.73% |
$2.43M - $2.59M
|
218K
$32.4M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17.1KNew |
$2.37M - $2.53M
|
17.1K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
17KNew |
$2.36M - $2.52M
|
17K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16.9K+ 337.95% |
$2.34M - $2.5M
|
21.9K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
16.9K+ 421.48% |
$2.34M - $2.5M
|
20.9K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.5K+ 5.34% |
$2.28M - $2.43M
|
325K
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
16.4KNew |
$2.27M - $2.43M
|
16.4K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16.3K+ 1005.32% |
$2.25M - $2.4M
|
17.9K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
16.2K+ 43.31% |
$2.24M - $2.39M
|
53.5K
$7.95M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2K+ 41.45% |
$2.24M - $2.39M
|
55.2K
$8.19M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 5.93% |
$2.24M - $2.39M
|
288K
$42.8M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 28.71% |
$2.21M - $2.36M
|
71.4K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7K+ 10.45% |
$2.18M - $2.33M
|
166K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 26.26% |
$2.16M - $2.31M
|
75.1K
$11.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.5K+ 57.38% |
$2.15M - $2.3M
|
42.6K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.5K+ 154.14% |
$2.15M - $2.29M
|
25.6K
$3.8M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.4K+ 24.79% |
$1.99M - $2.12M
|
72.2K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
14.3K+ 47.05% |
$1.98M - $2.12M
|
44.8K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.1K+ 102.73% |
$1.96M - $2.09M
|
27.9K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
13.9K+ 30.83% |
$1.93M - $2.06M
|
59K
$8.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
13.6K+ 2864.92% |
$1.89M - $2.02M
|
14.1K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
13.4K+ 9879.41% |
$1.86M - $1.99M
|
13.6K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.4K+ 3.73% |
$1.86M - $1.99M
|
374K
$55.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13.2K+ 67.64% |
$1.83M - $1.96M
|
32.8K
$4.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 24.29% |
$1.83M - $1.95M
|
67.5K
$10M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.8K+ 25.98% |
$1.78M - $1.9M
|
62.3K
$9.25M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8K+ 11.1% |
$1.77M - $1.89M
|
128K
$19M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 10.06% |
$1.7M - $1.82M
|
134K
$19.9M
|