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 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14.5KNew |
$1.8M - $1.97M
|
14.5K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$1.76M - $1.93M
|
14.2K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.9K+ 2.66% |
$1.73M - $1.89M
|
537K
$77.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
13.3K+ 17.04% |
$1.66M - $1.81M
|
91.6K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13.3KNew |
$1.65M - $1.8M
|
13.3K
$1.91M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
13.2KNew |
$1.64M - $1.8M
|
13.2K
$1.91M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
12.8KNew |
$1.59M - $1.74M
|
12.8K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$1.59M - $1.74M
|
12.8K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.5K+ 101.0% |
$1.55M - $1.7M
|
24.9K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.4K+ 138.7% |
$1.54M - $1.69M
|
21.4K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4K+ 17.02% |
$1.54M - $1.68M
|
85.1K
$12.3M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12.3K+ 318.74% |
$1.53M - $1.67M
|
16.2K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.3K+ 38.56% |
$1.53M - $1.67M
|
44.2K
$6.37M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 12.63% |
$1.52M - $1.66M
|
109K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 16.7% |
$1.5M - $1.64M
|
84.3K
$12.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
12K+ 35.29% |
$1.49M - $1.63M
|
46K
$6.63M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
11.9K+ 6.37% |
$1.48M - $1.62M
|
199K
$28.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 8.62% |
$1.42M - $1.55M
|
144K
$20.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
11K+ 46.76% |
$1.37M - $1.5M
|
34.7K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
10.8K+ 98481.82% |
$1.34M - $1.47M
|
10.8K
$1.56M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 6.06% |
$1.34M - $1.46M
|
189K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
10.6K+ 606.12% |
$1.32M - $1.44M
|
12.4K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.6K+ 81.97% |
$1.32M - $1.44M
|
23.5K
$3.39M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10.4K+ 19.54% |
$1.29M - $1.42M
|
63.8K
$9.19M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.3K+ 64.97% |
$1.28M - $1.4M
|
26.2K
$3.78M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10.1K+ 19.0% |
$1.26M - $1.38M
|
63.5K
$9.15M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.1KNew |
$1.25M - $1.37M
|
10.1K
$1.45M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.97KNew |
$1.24M - $1.35M
|
9.97K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.45K+ 192.79% |
$1.17M - $1.28M
|
14.3K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
9.29K+ 111.05% |
$1.15M - $1.26M
|
17.6K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
9.23K+ 50.63% |
$1.15M - $1.25M
|
27.5K
$3.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.2K+ 378.95% |
$1.14M - $1.25M
|
11.6K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
8.72K+ 13.58% |
$1.08M - $1.18M
|
72.9K
$10.5M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.7K+ 17.39% |
$1.08M - $1.18M
|
58.8K
$8.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.67K+ 113.74% |
$1.08M - $1.18M
|
16.3K
$2.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 5.59% |
$1.07M - $1.17M
|
162K
$23.4M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
8.55K+ 25.56% |
$1.06M - $1.16M
|
42K
$6.05M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.52K+ 2.42% |
$1.06M - $1.16M
|
360K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.47K+ 380.47% |
$1.05M - $1.15M
|
10.7K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.43KNew |
$1.05M - $1.14M
|
8.43K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.35K+ 30.1% |
$1.04M - $1.13M
|
36.1K
$5.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.3K+ 18.69% |
$1.03M - $1.13M
|
52.7K
$7.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.3K+ 1.36% |
$1.03M - $1.13M
|
617K
$88.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.93KNew |
$985K - $1.08M
|
7.93K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$945K - $1.03M
|
7.61K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.57KNew |
$940K - $1.03M
|
7.57K
$1.09M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.22K+ 1.48% |
$897K - $981K
|
494K
$71.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.17K+ 9.78% |
$891K - $974K
|
80.5K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.08KNew |
$879K - $962K
|
7.08K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.01K+ 242.95% |
$870K - $952K
|
9.89K
$1.43M
|