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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.44K+ 5.48% |
$753K - $801K
|
105K
$15.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.41K+ 24.42% |
$749K - $796K
|
27.6K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.35KNew |
$741K - $787K
|
5.35K
$784K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.32KNew |
$736K - $782K
|
5.32K
$778K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.28KNew |
$731K - $777K
|
5.28K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
5.27K+ 2.4% |
$729K - $775K
|
225K
$33M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
5.26K+ 82.98% |
$727K - $773K
|
11.6K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.24KNew |
$725K - $770K
|
5.24K
$767K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.21K+ 45.14% |
$721K - $766K
|
16.8K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.06K+ 1.04% |
$701K - $745K
|
494K
$72.3M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.06K+ 1.04% |
$701K - $745K
|
494K
$72.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.05KNew |
$700K - $743K
|
5.05K
$740K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.99K+ 25.19% |
$690K - $734K
|
24.8K
$3.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.97KNew |
$688K - $731K
|
4.97K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.87K+ 20.09% |
$674K - $716K
|
29.1K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.86KNew |
$673K - $715K
|
4.86K
$712K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.86K+ 1.81% |
$672K - $714K
|
273K
$40M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.85K+ 157.3% |
$672K - $714K
|
7.94K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.83K+ 31.86% |
$668K - $710K
|
20K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.64K+ 167.35% |
$642K - $682K
|
7.41K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.56K+ 47.51% |
$631K - $670K
|
14.1K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.51KNew |
$624K - $663K
|
4.51K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.41K+ 5.13% |
$611K - $649K
|
90.4K
$13.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.35K+ 5.53% |
$602K - $640K
|
83K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.35K+ 4.5% |
$602K - $640K
|
101K
$14.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.27K+ 502.82% |
$592K - $629K
|
5.12K
$750K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 4.57% |
$591K - $628K
|
97.7K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.27K+ 3.72% |
$591K - $628K
|
119K
$17.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.27K+ 68.38% |
$590K - $627K
|
10.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.24K+ 49.94% |
$586K - $623K
|
12.7K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.2KNew |
$581K - $618K
|
4.2K
$615K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.18KNew |
$578K - $615K
|
4.18K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.17K+ 1.51% |
$577K - $613K
|
279K
$40.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.14K+ 1.33% |
$573K - $609K
|
315K
$46.2M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.11K+ 72.75% |
$569K - $604K
|
9.75K
$1.43M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.02K+ 7.03% |
$557K - $591K
|
61.2K
$8.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.01K+ 5.77% |
$555K - $590K
|
73.5K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.01KNew |
$554K - $589K
|
4.01K
$586K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.99K+ 3.77% |
$552K - $586K
|
110K
$16.1M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
3.99KNew |
$552K - $586K
|
3.99K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.97KNew |
$550K - $584K
|
3.97K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.92K+ 2.13% |
$543K - $577K
|
188K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.85K+ 49.18% |
$533K - $567K
|
11.7K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$532K - $565K
|
3.84K
$563K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.77K+ 4.81% |
$522K - $554K
|
82.1K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.74K+ 25.06% |
$517K - $549K
|
18.6K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.61K+ 15.76% |
$500K - $531K
|
26.5K
$3.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.6K+ 58.52% |
$498K - $530K
|
9.75K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.6K+ 52.54% |
$498K - $529K
|
10.4K
$1.53M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.6K+ 52.54% |
$498K - $529K
|
10.4K
$1.53M
|