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 22, 2024 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
43.6K
+ 156.29%
$5.41M - $5.92M
71.4K $10.3M
May 04, 2023 Q1 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
43.4K
New
$5.39M - $5.89M
43.4K $6.28M
Apr 24, 2023 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
42.8K
+ 149.82%
$5.32M - $5.82M
71.4K $10.3M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
39.8K
New
$4.94M - $5.41M
39.8K $5.76M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
36.7K
+ 47.95%
$4.55M - $4.98M
113K $16.4M
Apr 14, 2023 Q1 2023
H&H Retirement Design & Management Inc

BUY
 -
35K
New
$4.34M - $4.75M
35K $5.06M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
34.6K
+ 4.82%
$4.3M - $4.7M
753K $109M
Apr 24, 2023 Q1 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
34K
+ 53.57%
$4.22M - $4.61M
97.4K $14.1M
May 04, 2023 Q1 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
33.8K
+ 1039.51%
$4.19M - $4.59M
37K $5.36M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
33.3K
+ 52.47%
$4.14M - $4.52M
96.8K $14M
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
32.7K
New
$4.06M - $4.44M
32.7K $4.73M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
30.9K
+ 11.16%
$3.84M - $4.2M
308K $44.6M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
30.7K
+ 19.94%
$3.81M - $4.17M
185K $26.8M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
29.6K
+ 61.29%
$3.68M - $4.02M
78K $11.3M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
28.1K
+ 17.47%
$3.49M - $3.82M
189K $27.4M
Apr 10, 2023 Q1 2023
Northstar Advisory Group, LLC

BUY
 -
27.9K
New
$3.47M - $3.79M
27.9K $4.04M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
27.7K
New
$3.43M - $3.76M
27.7K $4M
May 15, 2023 Q1 2023
Ikarian Capital, LLC

Dallas, TX
BUY
 -
27.5K
New
$3.41M - $3.73M
27.5K $3.98M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
26.6K
New
$3.3M - $3.61M
26.6K $3.85M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
25.6K
+ 10.68%
$3.18M - $3.48M
265K $38.4M
Apr 17, 2023 Q1 2023
Wall Capital Group, Inc.

BUY
 -
24.9K
New
$3.09M - $3.38M
24.9K $3.6M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
23.2K
+ 14.7%
$2.88M - $3.15M
181K $26.2M
Apr 17, 2023 Q1 2023
Tennessee Valley Asset Management Partners

BUY
 -
23.1K
+ 89.11%
$2.87M - $3.14M
49.1K $7.11M
Apr 03, 2023 Q1 2023
Goal Fusion Wealth Management, LLC

BUY
 -
23K
New
$2.85M - $3.12M
23K $3.32M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
22.4K
+ 194.72%
$2.78M - $3.04M
33.9K $4.9M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
22.1K
New
$2.74M - $3M
22.1K $3.19M
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
21.6K
+ 244.2%
$2.69M - $2.94M
30.5K $4.41M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
21.5K
+ 26.42%
$2.67M - $2.92M
103K $14.9M
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
21.4K
+ 5.81%
$2.66M - $2.91M
390K $56.4M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
20.6K
+ 25.24%
$2.55M - $2.79M
102K $14.8M
Apr 20, 2023 Q1 2023
Perfromance Wealth Partners, LLC

BUY
 -
20.5K
+ 73.31%
$2.54M - $2.78M
48.5K $7.02M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
20.2K
+ 21.24%
$2.5M - $2.74M
115K $16.7M
May 12, 2023 Q1 2023
Richard Bernstein Advisors LLC

BUY
 -
20K
+ 2.71%
$2.49M - $2.72M
760K $110M
Jul 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
19.5K
+ 64.17%
$2.42M - $2.65M
49.9K $7.22M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
18.1K
+ 11.06%
$2.25M - $2.46M
182K $26.4M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
18.1K
+ 3.09%
$2.24M - $2.45M
603K $87.3M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
18K
New
$2.23M - $2.44M
18K $2.6M
Oct 21, 2024 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
17.7K
+ 13.9%
$2.2M - $2.41M
145K $21M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
17.5K
+ 26.03%
$2.17M - $2.38M
84.7K $12.3M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
17.1K
+ 34.12%
$2.12M - $2.32M
67.2K $9.72M
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
16.9K
+ 115.62%
$2.1M - $2.3M
31.6K $4.57M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
16.9K
+ 13.38%
$2.1M - $2.29M
143K $20.7M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
16.4K
+ 1.07%
$2.03M - $2.22M
1.55M $224M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
15.8K
+ 18.99%
$1.96M - $2.15M
99.1K $14.3M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.8K
+ 95.77%
$1.96M - $2.14M
32.2K $4.67M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
15.6K
+ 103.06%
$1.94M - $2.12M
30.8K $4.46M
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
15.6K
New
$1.94M - $2.12M
15.6K $2.26M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
15.1K
+ 1092.27%
$1.88M - $2.05M
16.5K $2.39M
May 15, 2023 Q1 2023
Atom Investors LP

Austin, TX
BUY
 -
15K
+ 26.79%
$1.86M - $2.04M
71K $10.3M

Track Institutional and Insider Activities on XLV

Follow SELECT SECTOR SPDR FUND-HEALTH and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLV shares.

Notify only if

Insider Trading

Get notified when an Select Sector Spdr Fund Health insider buys or sells XLV shares.

Notify only if

News

Receive news related to SELECT SECTOR SPDR FUND-HEALTH

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLV