Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fund Health (XLV)
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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
231+ 3.59% |
$28.7K - $31.4K
|
6.67K
$1.02M
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
228+ 4.58% |
$28.3K - $31K
|
5.2K
$797K
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
226+ 1.06% |
$28.1K - $30.7K
|
21.6K
$3.3M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
226+ 0.29% |
$28.1K - $30.7K
|
78.4K
$12M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
222+ 6.52% |
$27.6K - $30.2K
|
3.63K
$555K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
219+ 8.42% |
$27.2K - $29.7K
|
2.82K
$432K
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
218+ 0.67% |
$27.1K - $29.6K
|
32.8K
$5.02M
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
217+ 2.88% |
$26.9K - $29.5K
|
7.75K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
215+ 0.06% |
$26.7K - $29.2K
|
345K
$52.9M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
215+ 8.81% |
$26.7K - $29.2K
|
2.66K
$407K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
214+ 6.67% |
$26.6K - $29.1K
|
3.42K
$524K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
214+ 6.14% |
$26.6K - $29.1K
|
3.7K
$567K
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
210+ 1.07% |
$26.1K - $28.5K
|
19.8K
$3.04M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
202+ 7.2% |
$25.1K - $27.4K
|
3.01K
$461K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
201+ 1.23% |
$25K - $27.3K
|
16.5K
$2.52M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
200+ 8.9% |
$24.8K - $27.2K
|
2.45K
$375K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
199+ 7.12% |
$24.7K - $27K
|
2.99K
$459K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
199+ 12.62% |
$24.7K - $27K
|
1.78K
$272K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
197+ 10.92% |
$24.5K - $26.8K
|
2K
$306K
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
197+ 1.39% |
$24.5K - $26.8K
|
14.4K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
197+ 0.92% |
$24.5K - $26.8K
|
21.7K
$3.33M
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
196+ 0.92% |
$24.3K - $26.6K
|
21.5K
$3.29M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
195+ 19.48% |
$24.2K - $26.5K
|
1.2K
$183K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
192+ 7.09% |
$23.8K - $26.1K
|
2.9K
$444K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
192New |
$23.8K - $26.1K
|
192
$29.4K
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
190+ 195.88% |
$23.6K - $25.8K
|
287
$44K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
189+ 2.11% |
$23.5K - $25.7K
|
9.16K
$1.4M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
187New |
$23.2K - $25.4K
|
187
$28.6K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
186+ 1.22% |
$23.1K - $25.3K
|
15.4K
$2.36M
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
185+ 10.04% |
$23K - $25.1K
|
2.03K
$310K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
182+ 2.17% |
$22.6K - $24.7K
|
8.58K
$1.31M
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
180+ 4.86% |
$22.3K - $24.4K
|
3.88K
$594K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
180+ 7.74% |
$22.3K - $24.4K
|
2.51K
$384K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
168+ 5.16% |
$20.9K - $22.8K
|
3.42K
$524K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
168+ 1.81% |
$20.9K - $22.8K
|
9.47K
$1.45M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
167+ 1.08% |
$20.7K - $22.7K
|
15.6K
$2.39M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
166+ 4.88% |
$20.6K - $22.5K
|
3.57K
$547K
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
165+ 4.52% |
$20.5K - $22.4K
|
3.82K
$585K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
162+ 10.45% |
$20.1K - $22K
|
1.71K
$262K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
159+ 4.87% |
$19.7K - $21.6K
|
3.42K
$524K
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
155+ 5.05% |
$19.2K - $21.1K
|
3.22K
$493K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
151+ 5.47% |
$18.7K - $20.5K
|
2.91K
$446K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 1.74% |
$18.6K - $20.4K
|
8.76K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
146+ 4.2% |
$18.1K - $19.8K
|
3.62K
$555K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
146+ 58.4% |
$18.1K - $19.8K
|
396
$60.6K
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
145+ 6.14% |
$18K - $19.7K
|
2.51K
$384K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142+ 0.74% |
$17.6K - $19.3K
|
19.4K
$2.98M
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
140+ 6.95% |
$17.4K - $19K
|
2.15K
$330K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
139+ 3.12% |
$17.3K - $18.9K
|
4.59K
$703K
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
138+ 0.79% |
$17.1K - $18.7K
|
17.7K
$2.71M
|