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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-119- 2.14% |
$14.8K - $16.2K
|
5.43K
$800K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-121- 32.35% |
$15K - $16.4K
|
253
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-124- 0.27% |
$15.4K - $16.8K
|
45.2K
$6.66M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 5.65% |
$15.5K - $17K
|
2.09K
$308K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-127- 5.76% |
$15.8K - $17.2K
|
2.08K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-128- 1.68% |
$15.9K - $17.4K
|
7.49K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-135- 1.15% |
$16.8K - $18.3K
|
11.6K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-136- 2.97% |
$16.9K - $18.5K
|
4.44K
$654K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-138- 3.6% |
$17.1K - $18.7K
|
3.69K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-138- 2.48% |
$17.1K - $18.7K
|
5.44K
$800K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-139- 2.97% |
$17.3K - $18.9K
|
4.54K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 8.41% |
$17.6K - $19.3K
|
1.55K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-143- 3.79% |
$17.8K - $19.4K
|
3.63K
$535K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-145- 0.32% |
$18K - $19.7K
|
44.6K
$6.56M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 5.49% |
$18.3K - $20K
|
2.53K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-148- 0.42% |
$18.4K - $20.1K
|
35K
$5.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 1.29% |
$18.6K - $20.4K
|
11.5K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-160- 4.07% |
$19.9K - $21.7K
|
3.77K
$555K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-160- 5.49% |
$19.9K - $21.7K
|
2.75K
$405K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-162- 8.52% |
$20.1K - $22K
|
1.74K
$256K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-166- 1.2% |
$20.6K - $22.5K
|
13.6K
$2.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-168- 0.56% |
$20.9K - $22.8K
|
29.7K
$4.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-170- 11.56% |
$21.1K - $23.1K
|
1.3K
$191K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-171- 2.81% |
$21.2K - $23.2K
|
5.92K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-172- 0.45% |
$21.4K - $23.4K
|
38.4K
$5.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-177- 52.06% |
$22K - $24K
|
163
$24K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-178- 3.14% |
$22.1K - $24.2K
|
5.5K
$809K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-179- 2.04% |
$22.2K - $24.3K
|
8.61K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-180- 6.84% |
$22.3K - $24.4K
|
2.45K
$361K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-187- 6.19% |
$23.2K - $25.4K
|
2.83K
$417K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-190- 2.41% |
$23.6K - $25.8K
|
7.69K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-199- 7.85% |
$24.7K - $27K
|
2.34K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 6.9% |
$24.8K - $27.2K
|
2.7K
$397K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-200- 2.1% |
$24.8K - $27.2K
|
9.32K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-204- 14.32% |
$25.3K - $27.7K
|
1.22K
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-206- 3.06% |
$25.6K - $28K
|
6.53K
$961K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-207- 0.83% |
$25.7K - $28.1K
|
24.8K
$3.65M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-210- 0.62% |
$26.1K - $28.5K
|
33.8K
$4.98M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-217- 86.8% |
$26.9K - $29.5K
|
33
$4.86K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-218- 5.57% |
$27.1K - $29.6K
|
3.7K
$544K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-234- 2.03% |
$29.1K - $31.8K
|
11.3K
$1.66M
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-235- 25.74% |
$29.2K - $31.9K
|
678
$99.8K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-235- 8.97% |
$29.2K - $31.9K
|
2.39K
$351K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-243- 5.02% |
$30.2K - $33K
|
4.59K
$676K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-243- 1.34% |
$30.2K - $33K
|
17.9K
$2.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-245- 1.2% |
$30.4K - $33.3K
|
20.1K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-249- 43.01% |
$30.9K - $33.8K
|
330
$48.6K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-250- 3.54% |
$31K - $34K
|
6.81K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-250- 3.47% |
$31K - $34K
|
6.95K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-250- 11.31% |
$31K - $34K
|
1.96K
$289K
|