Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 3.45% |
$6.97K - $7.46K
|
1.65K
$243K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
55+ 1.42% |
$6.97K - $7.46K
|
3.94K
$580K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 7.02% |
$6.97K - $7.46K
|
839
$124K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55+ 5.51% |
$6.97K - $7.46K
|
1.05K
$155K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
53+ 1.9% |
$6.72K - $7.19K
|
2.85K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 22.77% |
$6.46K - $6.92K
|
275
$40.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
50+ 0.72% |
$6.34K - $6.78K
|
7K
$1.03M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50+ 8.2% |
$6.34K - $6.78K
|
660
$97.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
49+ 0.51% |
$6.21K - $6.65K
|
9.71K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
44+ 20.66% |
$5.58K - $5.97K
|
257
$37.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44+ 49.44% |
$5.58K - $5.97K
|
133
$19.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
41New |
$5.2K - $5.56K
|
41
$6.04K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 1.5% |
$5.2K - $5.56K
|
2.78K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
41+ 2.31% |
$5.2K - $5.56K
|
1.82K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
40+ 0.17% |
$5.07K - $5.43K
|
23.9K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
40New |
$5.07K - $5.43K
|
40
$5.89K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
40New |
$5.07K - $5.43K
|
40
$5.89K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
38+ 0.2% |
$4.82K - $5.16K
|
18.7K
$2.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
38+ 2.83% |
$4.82K - $5.16K
|
1.38K
$203K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38+ 14.07% |
$4.82K - $5.16K
|
308
$45.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.82K - $5.16K
|
38
$5.59K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
36+ 13.48% |
$4.56K - $4.88K
|
303
$44.6K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
36+ 0.17% |
$4.56K - $4.88K
|
21.5K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 106.06% |
$4.44K - $4.75K
|
68
$10K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
34+ 2.19% |
$4.31K - $4.61K
|
1.59K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
34+ 0.41% |
$4.31K - $4.61K
|
8.41K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
31+ 4.05% |
$3.93K - $4.21K
|
797
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
28New |
$3.55K - $3.8K
|
28
$4.12K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 10.61% |
$3.55K - $3.8K
|
292
$43K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
26+ 0.21% |
$3.3K - $3.53K
|
12.4K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25+ 0.81% |
$3.17K - $3.39K
|
3.11K
$458K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 500.0% |
$3.17K - $3.39K
|
30
$4.42K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
24+ 0.51% |
$3.04K - $3.26K
|
4.76K
$701K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.41% |
$2.79K - $2.98K
|
5.33K
$785K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20+ 20.0% |
$2.53K - $2.71K
|
120
$17.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
19+ 0.49% |
$2.41K - $2.58K
|
3.87K
$570K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
19+ 0.49% |
$2.41K - $2.58K
|
3.87K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
17+ 1.72% |
$2.15K - $2.31K
|
1.01K
$148K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
15+ 0.17% |
$1.9K - $2.03K
|
8.69K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15+ 0.39% |
$1.9K - $2.03K
|
3.86K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.53% |
$1.9K - $2.03K
|
2.84K
$418K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$1.77K - $1.9K
|
4.61K
$678K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.24% |
$1.77K - $1.9K
|
5.88K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.68% |
$1.77K - $1.9K
|
2.07K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 0.35% |
$1.52K - $1.63K
|
3.43K
$506K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11+ 0.17% |
$1.39K - $1.49K
|
6.36K
$936K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.19% |
$1.39K - $1.49K
|
5.8K
$853K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11+ 0.29% |
$1.39K - $1.49K
|
3.83K
$564K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
10+ 0.4% |
$1.27K - $1.36K
|
2.54K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 0.42% |
$1.27K - $1.36K
|
2.38K
$351K
|