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 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 9149.22% |
$1.62M - $1.73M
|
11.8K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11.5K+ 683.44% |
$1.59M - $1.7M
|
13.2K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.3K+ 199.49% |
$1.56M - $1.66M
|
16.9K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
11.2KNew |
$1.56M - $1.66M
|
11.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
11.1KNew |
$1.54M - $1.64M
|
11.1K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11K+ 215.65% |
$1.52M - $1.63M
|
16.1K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 5.48% |
$1.47M - $1.57M
|
205K
$29.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
10.6K+ 143.92% |
$1.46M - $1.56M
|
17.9K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.5K+ 175.74% |
$1.46M - $1.56M
|
16.5K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4K+ 53.6% |
$1.44M - $1.54M
|
29.9K
$4.35M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10.4K+ 79.39% |
$1.44M - $1.53M
|
23.4K
$3.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.1K+ 74.15% |
$1.4M - $1.49M
|
23.7K
$3.46M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.1KNew |
$1.4M - $1.49M
|
10.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
9.97K+ 214.83% |
$1.38M - $1.47M
|
14.6K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.67KNew |
$1.34M - $1.43M
|
9.67K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.5KNew |
$1.32M - $1.4M
|
9.5K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.5K+ 8.3% |
$1.32M - $1.4M
|
124K
$18.1M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.19K+ 8.56% |
$1.27M - $1.36M
|
117K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.17K+ 306.96% |
$1.27M - $1.36M
|
12.2K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.13K+ 8.65% |
$1.26M - $1.35M
|
115K
$16.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
9.13K+ 3.2% |
$1.26M - $1.35M
|
295K
$42.9M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.06K+ 1.55% |
$1.25M - $1.34M
|
593K
$86.4M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.04K+ 83.01% |
$1.25M - $1.34M
|
19.9K
$2.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.89K+ 14.68% |
$1.23M - $1.31M
|
69.5K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.86K+ 16.82% |
$1.23M - $1.31M
|
61.5K
$8.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
8.73KNew |
$1.21M - $1.29M
|
8.73K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 0.91% |
$1.21M - $1.29M
|
968K
$141M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8.66K+ 45.08% |
$1.2M - $1.28M
|
27.9K
$4.06M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8.64K+ 1.73% |
$1.2M - $1.28M
|
507K
$73.8M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.48K+ 31.92% |
$1.17M - $1.25M
|
35.1K
$5.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.41K+ 119.05% |
$1.16M - $1.24M
|
15.5K
$2.25M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.31KNew |
$1.15M - $1.23M
|
8.31K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.3K+ 19.13% |
$1.15M - $1.23M
|
51.7K
$7.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.21KNew |
$1.14M - $1.21M
|
8.21K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.03K+ 29.41% |
$1.11M - $1.19M
|
35.4K
$5.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.93K+ 11.59% |
$1.1M - $1.17M
|
76.4K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.93K+ 1.65% |
$1.1M - $1.17M
|
489K
$71.2M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.93K+ 1.65% |
$1.1M - $1.17M
|
489K
$71.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
7.88K+ 56.93% |
$1.09M - $1.16M
|
21.7K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.72K+ 155.72% |
$1.07M - $1.14M
|
12.7K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.67KNew |
$1.06M - $1.13M
|
7.67K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
7.55K+ 3.56% |
$1.05M - $1.12M
|
220K
$32M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.54K+ 35.43% |
$1.04M - $1.11M
|
28.8K
$4.2M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.25KNew |
$1M - $1.07M
|
7.25K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.19K+ 3.35% |
$996K - $1.06M
|
222K
$32.4M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.11K+ 9.29% |
$985K - $1.05M
|
83.6K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.03KNew |
$973K - $1.04M
|
7.03K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.02KNew |
$972K - $1.04M
|
7.02K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
7.01KNew |
$971K - $1.04M
|
7.01K
$1.02M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.01KNew |
$971K - $1.04M
|
7.01K
$1.02M
|