Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 2023. 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 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
403
+ 3.49%
$50K - $54.7K
11.9K $1.73M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
402
+ 2.41%
$49.9K - $54.6K
17.1K $2.48M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
395
+ 5.07%
$49K - $53.6K
8.19K $1.19M
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
390
+ 6.95%
$48.4K - $53K
6K $869K
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
389
+ 1.01%
$48.3K - $52.8K
38.9K $5.64M
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
385
+ 6.41%
$47.8K - $52.3K
6.39K $925K
May 02, 2023 Q1 2023
Analyst Ims Investment Management Services Ltd.

BUY
 -
385
+ 0.4%
$47.8K - $52.3K
97.1K $14.1M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
380
+ 408.6%
$47.2K - $51.6K
473 $68.5K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
380
+ 26.19%
$47.2K - $51.6K
1.83K $265K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
376
+ 4.72%
$46.7K - $51.1K
8.35K $1.21M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
373
+ 1434.62%
$46.3K - $50.7K
399 $57.8K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
372
+ 1.52%
$46.2K - $50.5K
24.9K $3.6M
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

BUY
 -
371
+ 3.17%
$46.1K - $50.4K
12.1K $1.75M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
365
+ 5.84%
$45.3K - $49.6K
6.62K $958K
Apr 26, 2023 Q1 2023
Plimoth Trust CO LLC

BUY
 -
356
+ 2.62%
$44.2K - $48.4K
14K $2.02M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
351
+ 2.01%
$43.6K - $47.7K
17.8K $2.58M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
350
+ 5.18%
$43.5K - $47.5K
7.11K $1.03M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
338
+ 1.51%
$42K - $45.9K
22.8K $3.3M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
338
+ 1.51%
$42K - $45.9K
22.7K $3.28M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
337
+ 5.94%
$41.8K - $45.8K
6.01K $870K
May 03, 2023 Q1 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
335
+ 7.4%
$41.6K - $45.5K
4.86K $704K
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
325
+ 7.39%
$40.3K - $44.1K
4.73K $684K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
325
+ 1.04%
$40.3K - $44.1K
31.5K $4.57M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
320
+ 106.31%
$39.7K - $43.5K
621 $89.9K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
318
+ 2.32%
$39.5K - $43.2K
14K $2.03M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
316
+ 39.06%
$39.2K - $42.9K
1.13K $163K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
312
+ 1.22%
$38.7K - $42.4K
26K $3.76M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
309
+ 10.05%
$38.4K - $42K
3.39K $490K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
309
+ 1.61%
$38.4K - $42K
19.5K $2.82M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
308
+ 6.99%
$38.2K - $41.8K
4.72K $683K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
308
+ 43.32%
$38.2K - $41.8K
1.02K $148K
May 12, 2023 Q1 2023
Objective Capital Management, LLC

BUY
 -
307
+ 2.87%
$38.1K - $41.7K
11K $1.6M
Apr 21, 2023 Q1 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
302
+ 0.5%
$37.5K - $41K
61K $8.83M
Apr 25, 2023 Q1 2023
Asset Advisors Investment Management, LLC

BUY
 -
300
+ 0.69%
$37.2K - $40.7K
44.1K $6.38M
May 11, 2023 Q1 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
300
+ 40.0%
$37.2K - $40.7K
1.05K $152K
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
300
+ 15.89%
$37.2K - $40.7K
2.19K $317K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
300
New
$37.2K - $40.7K
300 $43.4K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
297
New
$36.9K - $40.3K
297 $43K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
279
+ 5.31%
$34.6K - $37.9K
5.54K $802K
May 03, 2023 Q1 2023
B&D White Capital Company, LLC

BUY
 -
277
+ 1.2%
$34.4K - $37.6K
23.4K $3.39M
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
275
+ 9.26%
$34.1K - $37.4K
3.25K $470K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
270
+ 10.1%
$33.5K - $36.7K
2.94K $426K
May 11, 2023 Q1 2023
Bank Of Nova Scotia

BUY
 -
270
+ 2.02%
$33.5K - $36.7K
13.6K $1.97M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
270
+ 40.3%
$33.5K - $36.7K
940 $136K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
267
+ 13.64%
$33.1K - $36.3K
2.22K $322K
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
260
+ 5.65%
$32.3K - $35.3K
4.87K $704K
May 15, 2023 Q1 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
258
+ 1.97%
$32K - $35K
13.4K $1.94M
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
253
+ 4.7%
$31.4K - $34.4K
5.63K $816K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
248
+ 0.7%
$30.8K - $33.7K
35.5K $5.14M

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