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
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
665
+ 5.9%
$82.6K - $90.3K
11.9K $1.58M
Apr 14, 2023 Q1 2023
Biltmore Wealth Management, LLC

BUY
 -
651
+ 0.44%
$80.8K - $88.4K
147K $19.5M
May 15, 2023 Q1 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
650
+ 0.47%
$80.7K - $88.3K
139K $18.4M
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
642
+ 20.5%
$79.7K - $87.2K
3.77K $500K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
625
+ 173.61%
$77.6K - $84.9K
985 $131K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
623
+ 21.98%
$77.3K - $84.6K
3.46K $459K
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
622
+ 9.23%
$77.2K - $84.5K
7.36K $977K
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
617
+ 3.27%
$76.6K - $83.8K
19.5K $2.59M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
615
+ 30.37%
$76.4K - $83.5K
2.64K $350K
May 01, 2023 Q1 2023
Grant

BUY
 -
607
+ 1.05%
$75.4K - $82.4K
58.6K $7.77M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
600
+ 27.78%
$74.5K - $81.5K
2.76K $366K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
584
+ 13.83%
$72.5K - $79.3K
4.81K $638K
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
583
+ 3.42%
$72.4K - $79.2K
17.7K $2.34M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
581
+ 38.35%
$72.1K - $78.9K
2.1K $278K
Apr 11, 2023 Q1 2023
Canton Hathaway, LLC

BUY
 -
574
+ 2.85%
$71.3K - $78K
20.7K $2.75M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
570
+ 1.94%
$70.8K - $77.4K
29.9K $3.96M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
564
+ 9.28%
$70K - $76.6K
6.64K $881K
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
561
+ 14.67%
$69.6K - $76.2K
4.39K $582K
May 04, 2023 Q1 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
561
+ 1.59%
$69.6K - $76.2K
35.9K $4.77M
May 04, 2023 Q1 2023
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
559
+ 11.85%
$69.4K - $75.9K
5.28K $700K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
552
New
$68.5K - $75K
552 $73.2K
May 11, 2023 Q1 2023
Abbrea Capital, LLC

BUY
 -
550
+ 5.82%
$68.3K - $74.7K
10K $1.33M
Apr 03, 2023 Q1 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
549
+ 5.76%
$68.2K - $74.6K
10.1K $1.34M
May 10, 2024 Q1 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
543
+ 4.83%
$67.4K - $73.8K
11.8K $1.56M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
530
+ 1.76%
$65.8K - $72K
30.6K $4.06M
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
530
+ 5.09%
$65.8K - $72K
10.9K $1.45M
May 05, 2023 Q1 2023
Bank Of Marin

Novato, CA
BUY
 -
528
+ 2.7%
$65.6K - $71.7K
20.1K $2.66M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
516
+ 11.14%
$64.1K - $70.1K
5.15K $683K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
514
New
$63.8K - $69.8K
514 $68.2K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
503
+ 36.4%
$62.4K - $68.3K
1.89K $250K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
494
+ 115.42%
$61.3K - $67.1K
922 $122K
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
491
+ 16.82%
$61K - $66.7K
3.41K $452K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
490
+ 39.87%
$60.8K - $66.6K
1.72K $228K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
487
+ 0.91%
$60.5K - $66.1K
53.7K $7.13M
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
484
+ 161.33%
$60.1K - $65.7K
784 $104K
Apr 13, 2023 Q1 2023
Capitol Family Office, Inc.

BUY
 -
482
+ 2.23%
$59.8K - $65.5K
22.1K $2.93M
May 10, 2023 Q1 2023
Garda Capital Partners LP

Wayzata, MN
BUY
 -
482
New
$59.8K - $65.5K
482 $63.9K
May 15, 2023 Q1 2023
Wespac Advisors So Cal, LLC

BUY
 -
480
+ 2.85%
$59.6K - $65.2K
17.4K $2.3M
Apr 21, 2023 Q1 2023
Jackson Square Capital, LLC

BUY
 -
478
+ 16.05%
$59.3K - $64.9K
3.46K $459K
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
475
+ 0.19%
$59K - $64.5K
254K $33.6M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
474
New
$58.8K - $64.4K
474 $62.9K
Apr 27, 2023 Q1 2023
Strategic Advisors LLC

BUY
 -
472
+ 3.12%
$58.6K - $64.1K
15.6K $2.07M
Apr 19, 2023 Q1 2023
Astor Investment Management LLC

BUY
 -
471
+ 1.77%
$58.5K - $64K
27.1K $3.59M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
469
+ 2.05%
$58.2K - $63.7K
23.3K $3.09M
Feb 20, 2025 Q1 2023
Clare Market Investments LLC

Dallas, TX
BUY
 -
465
+ 8.11%
$57.7K - $63.2K
6.2K $823K
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
443
+ 5.19%
$55K - $60.2K
8.97K $1.19M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
428
+ 4.05%
$53.1K - $58.1K
11K $1.46M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
422
+ 394.39%
$52.4K - $57.3K
529 $70.2K
Sep 26, 2024 Q1 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
421
+ 3.68%
$52.3K - $57.2K
11.9K $1.57M

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