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 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.55K+ 28.85% |
$492K - $522K
|
15.9K
$2.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 4.69% |
$488K - $518K
|
78.6K
$11.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 54.47% |
$477K - $507K
|
9.78K
$1.44M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.38KNew |
$468K - $497K
|
3.38K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.32K+ 2.04% |
$460K - $489K
|
166K
$24.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.31K+ 5.31% |
$459K - $487K
|
65.7K
$9.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.29K+ 5.49% |
$455K - $483K
|
63.1K
$9.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.26K+ 25.06% |
$451K - $479K
|
16.3K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.24K+ 75.9% |
$448K - $476K
|
7.5K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.2K+ 160.24% |
$443K - $471K
|
5.2K
$764K
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.2K+ 160.24% |
$443K - $471K
|
5.2K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.2KNew |
$443K - $470K
|
3.2K
$470K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 10.45% |
$436K - $464K
|
33.3K
$4.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.09KNew |
$427K - $454K
|
3.09K
$454K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.08K+ 9.5% |
$427K - $453K
|
35.5K
$5.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.04K+ 4.23% |
$421K - $448K
|
74.9K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.02K+ 3.74% |
$418K - $444K
|
83.7K
$12.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.9KNew |
$402K - $427K
|
2.9K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 31.19% |
$397K - $422K
|
12.1K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.86KNew |
$396K - $421K
|
2.86K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.83K+ 8.4% |
$391K - $416K
|
36.5K
$5.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.82K+ 217.09% |
$390K - $415K
|
4.12K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.77K+ 27.32% |
$383K - $407K
|
12.9K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.75KNew |
$380K - $404K
|
2.75K
$404K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.68K+ 12.94% |
$371K - $394K
|
23.4K
$3.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.64K+ 3.65% |
$365K - $388K
|
74.9K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.63K+ 84.72% |
$364K - $387K
|
5.73K
$843K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.62K+ 1.95% |
$363K - $386K
|
137K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.56KNew |
$355K - $377K
|
2.56K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.49K+ 10.8% |
$345K - $366K
|
25.5K
$3.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.48KNew |
$343K - $365K
|
2.48K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.47KNew |
$342K - $363K
|
2.47K
$363K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 61.93% |
$338K - $359K
|
6.39K
$939K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.44KNew |
$337K - $358K
|
2.44K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.41K+ 7.36% |
$334K - $355K
|
35.2K
$5.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.39KNew |
$331K - $352K
|
2.39K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 2.59% |
$330K - $351K
|
94.5K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 5.53% |
$329K - $349K
|
45.4K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.37K+ 168.37% |
$329K - $349K
|
3.78K
$556K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.36K+ 3.35% |
$326K - $347K
|
72.7K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
2.33K+ 5.09% |
$323K - $343K
|
48.2K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$319K - $339K
|
2.3K
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$316K - $336K
|
2.28K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.27K+ 3.58% |
$314K - $334K
|
65.6K
$9.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 13.03% |
$312K - $332K
|
19.6K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.24KNew |
$311K - $330K
|
2.24K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 58.74% |
$310K - $329K
|
6.05K
$889K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 0.96% |
$303K - $322K
|
230K
$33.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.07K+ 226.81% |
$287K - $305K
|
2.99K
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.07K+ 7.22% |
$287K - $304K
|
30.8K
$4.52M
|