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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.01K+ 1832.42% |
$498K - $545K
|
4.23K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.97K+ 2.94% |
$493K - $539K
|
139K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.92K+ 12.22% |
$487K - $532K
|
36K
$5.2M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 15.77% |
$482K - $528K
|
28.5K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.88K+ 9.77% |
$481K - $526K
|
43.5K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
3.83K+ 2.39% |
$475K - $520K
|
164K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.81K+ 149.02% |
$473K - $517K
|
6.37K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.73K+ 14.19% |
$463K - $506K
|
30K
$4.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.71K+ 23.09% |
$460K - $503K
|
19.8K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.7KNew |
$459K - $502K
|
3.7K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.69K+ 8.05% |
$458K - $501K
|
49.5K
$7.16M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
3.6K+ 5.35% |
$447K - $489K
|
70.9K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.59K+ 2.77% |
$446K - $488K
|
133K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.59K+ 8.26% |
$446K - $488K
|
47K
$6.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5KNew |
$435K - $476K
|
3.5K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.48KNew |
$432K - $472K
|
3.48K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.44K+ 179.13% |
$427K - $467K
|
5.36K
$775K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.42K+ 6.17% |
$424K - $464K
|
58.8K
$8.49M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.39K+ 10.09% |
$421K - $460K
|
37K
$5.34M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.37K+ 5.41% |
$418K - $457K
|
65.5K
$9.47M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.36KNew |
$418K - $457K
|
3.36K
$486K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 5.99% |
$416K - $455K
|
59.3K
$8.57M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.34K+ 4.73% |
$415K - $454K
|
73.9K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.34K+ 9.99% |
$414K - $453K
|
36.7K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.33KNew |
$414K - $453K
|
3.33K
$482K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.32KNew |
$412K - $451K
|
3.32K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.24K+ 3.06% |
$402K - $440K
|
109K
$15.7M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.23K+ 6.55% |
$401K - $439K
|
52.6K
$7.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.21K+ 15.55% |
$398K - $436K
|
23.8K
$3.44M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3.14K+ 49.57% |
$390K - $427K
|
9.48K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 36.33% |
$385K - $421K
|
11.6K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.05K+ 5.24% |
$379K - $415K
|
61.3K
$8.87M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.03K+ 16.49% |
$377K - $412K
|
21.4K
$3.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.02KNew |
$375K - $410K
|
3.02K
$436K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$373K - $409K
|
3.01K
$435K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 4.14% |
$373K - $408K
|
75.6K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 9.68% |
$372K - $407K
|
34K
$4.91M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.99K+ 2317.05% |
$371K - $406K
|
3.12K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.84KNew |
$353K - $386K
|
2.84K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.84KNew |
$352K - $385K
|
2.84K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.8K+ 21.36% |
$348K - $380K
|
15.9K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.74KNew |
$340K - $372K
|
2.74K
$396K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.68K+ 4.66% |
$333K - $364K
|
60.3K
$8.71M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.68K+ 179.01% |
$332K - $364K
|
4.17K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.65KNew |
$329K - $360K
|
2.65K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.61K+ 8.73% |
$323K - $354K
|
32.5K
$4.69M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.56KNew |
$317K - $347K
|
2.56K
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.52K+ 126150.0% |
$313K - $343K
|
2.53K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.5K+ 3.82% |
$310K - $339K
|
67.9K
$9.81M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.48K+ 17.61% |
$308K - $337K
|
16.6K
$2.4M
|