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 28, 2023 Q1 2023
Simmons Bank

BUY
 -
2.4K
+ 5.8%
$298K - $326K
43.7K $6.3M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
2.4K
New
$298K - $326K
2.4K $346K
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
2.4K
+ 8.07%
$297K - $325K
32.1K $4.63M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.34K
+ 18.15%
$291K - $318K
15.3K $2.2M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.34K
New
$290K - $317K
2.34K $337K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.32K
+ 18.8%
$288K - $315K
14.7K $2.11M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
2.31K
New
$287K - $314K
2.31K $333K
May 12, 2023 Q1 2023
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
2.3K
+ 3.27%
$286K - $313K
72.7K $10.5M
May 03, 2023 Q1 2023
Gyroscope Capital Management Group, LLC

BUY
 -
2.3K
+ 7.39%
$285K - $312K
33.4K $4.81M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.28K
+ 26.73%
$284K - $310K
10.8K $1.56M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
2.22K
+ 46.03%
$276K - $302K
7.06K $1.02M
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
2.18K
+ 62.86%
$271K - $296K
5.66K $815K
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2.17K
+ 14.14%
$269K - $295K
17.5K $2.53M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.17K
+ 8.2%
$269K - $295K
28.6K $4.13M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
2.15K
New
$267K - $292K
2.15K $310K
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
2.14K
New
$265K - $290K
2.14K $308K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.1K
+ 0.81%
$261K - $286K
261K $37.7M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
2.08K
+ 0.55%
$258K - $282K
376K $54.3M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
2.05K
+ 5.88%
$255K - $279K
37K $5.33M
Apr 28, 2023 Q1 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
2.05K
+ 3.47%
$254K - $278K
61.1K $8.8M
Apr 11, 2023 Q1 2023
Chicago Trust CO Na

BUY
 -
2.04K
New
$253K - $277K
2.04K $294K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.03K
New
$252K - $275K
2.03K $292K
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
2.02K
New
$250K - $274K
2.02K $291K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.02K
+ 12.27%
$250K - $274K
18.4K $2.66M
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
2K
New
$248K - $272K
2K $288K
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
2K
New
$248K - $271K
2K $288K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
1.99K
New
$246K - $270K
1.99K $286K
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
1.95K
+ 2.54%
$242K - $265K
78.6K $11.3M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.95K
+ 3.2%
$242K - $264K
62.8K $9.06M
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
1.93K
New
$239K - $262K
1.93K $278K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.91K
+ 4.18%
$237K - $259K
47.5K $6.85M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.87K
+ 9.3%
$233K - $255K
22K $3.18M
May 11, 2023 Q1 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
1.84K
+ 1046.02%
$229K - $250K
2.02K $291K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.84K
+ 10.78%
$228K - $250K
18.9K $2.72M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
1.84K
New
$228K - $250K
1.84K $265K
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.83K
+ 1.06%
$227K - $248K
174K $25.2M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
1.82K
+ 30.94%
$226K - $247K
7.69K $1.11M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.8K
New
$224K - $245K
1.8K $260K
May 10, 2023 Q1 2023
Bessemer Securities LLC

New York, NY
BUY
 -
1.8K
+ 15.69%
$223K - $244K
13.3K $1.91M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
1.79K
New
$222K - $243K
1.79K $258K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.78K
+ 0.89%
$221K - $242K
202K $29.1M
May 03, 2023 Q1 2023
Fagan Associates, Inc.

BUY
 -
1.78K
+ 11.53%
$221K - $242K
17.2K $2.48M
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1.77K
New
$220K - $241K
1.77K $256K
May 15, 2023 Q1 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
1.77K
+ 63.18%
$220K - $241K
4.58K $661K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.77K
+ 8.17%
$219K - $240K
23.4K $3.37M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.76K
New
$218K - $238K
1.76K $253K
May 15, 2023 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
1.75K
New
$217K - $238K
1.75K $252K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.74K
+ 4.35%
$216K - $236K
41.7K $6.01M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
1.72K
New
$214K - $234K
1.72K $248K

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