Purchases and Sales Made in Q2 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-78- 1.45% |
$10.8K - $11.5K
|
5.29K
$717K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-80- 10.67% |
$11.1K - $11.8K
|
670
$90.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-80- 2.78% |
$11.1K - $11.8K
|
2.8K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-80- 5.3% |
$11.1K - $11.8K
|
1.43K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-80- 0.49% |
$11.1K - $11.8K
|
16.3K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-81- 2.09% |
$11.2K - $11.9K
|
3.79K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-81- 2.66% |
$11.2K - $11.9K
|
2.97K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-83- 19.62% |
$11.5K - $12.2K
|
340
$46.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-83- 4.5% |
$11.5K - $12.2K
|
1.76K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-84- 1.35% |
$11.6K - $12.4K
|
6.12K
$830K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-87- 2.77% |
$12K - $12.8K
|
3.05K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-87- 6.83% |
$12K - $12.8K
|
1.19K
$161K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-89- 35.46% |
$12.3K - $13.1K
|
162
$22K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-95- 2.8% |
$13.2K - $14K
|
3.3K
$448K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-95- 4.85% |
$13.2K - $14K
|
1.86K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-95- 4.12% |
$13.2K - $14K
|
2.21K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-98- 1.99% |
$13.6K - $14.4K
|
4.83K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-98- 4.93% |
$13.6K - $14.4K
|
1.89K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-100- 1.69% |
$13.8K - $14.7K
|
5.81K
$788K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-100- 4.14% |
$13.8K - $14.7K
|
2.32K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-101- 1.08% |
$14K - $14.9K
|
9.28K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-103- 4.74% |
$14.3K - $15.2K
|
2.07K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-105- 0.77% |
$14.5K - $15.4K
|
13.6K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 3.74% |
$14.7K - $15.6K
|
2.73K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-106- 0.88% |
$14.7K - $15.6K
|
12K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-106- 2.22% |
$14.7K - $15.6K
|
4.68K
$634K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-109- 98.2% |
$15.1K - $16K
|
2
$271
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-114- 2.83% |
$15.8K - $16.8K
|
3.92K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-116- 3.18% |
$16.1K - $17.1K
|
3.53K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-118- 2.67% |
$16.3K - $17.4K
|
4.3K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-118- 0.19% |
$16.3K - $17.4K
|
62.8K
$8.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-122- 3.2% |
$16.9K - $17.9K
|
3.7K
$501K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-127- 4.77% |
$17.6K - $18.7K
|
2.53K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-127- 6.38% |
$17.6K - $18.7K
|
1.86K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-128- 0.61% |
$17.7K - $18.8K
|
20.8K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133- 86.93% |
$18.4K - $19.6K
|
20
$2.71K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-133- 5.04% |
$18.4K - $19.6K
|
2.5K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-133- 1.02% |
$18.4K - $19.6K
|
12.9K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-134- 4.83% |
$18.5K - $19.7K
|
2.64K
$358K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-135- 4.86% |
$18.7K - $19.9K
|
2.64K
$358K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-135- 3.69% |
$18.7K - $19.9K
|
3.53K
$478K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-136- 3.09% |
$18.8K - $20K
|
4.26K
$578K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-138- 0.26% |
$19.1K - $20.3K
|
52.4K
$7.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-139- 4.22% |
$19.2K - $20.4K
|
3.16K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-139- 1.73% |
$19.2K - $20.4K
|
7.89K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-139- 2.33% |
$19.2K - $20.4K
|
5.83K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-141- 2.44% |
$19.5K - $20.7K
|
5.65K
$766K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-146- 3.2% |
$20.2K - $21.5K
|
4.42K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-147- 0.78% |
$20.3K - $21.6K
|
18.6K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-148- 4.34% |
$20.5K - $21.8K
|
3.26K
$442K
|