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 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9+ 0.21% |
$1.14K - $1.22K
|
4.29K
$631K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.09% |
$1.14K - $1.22K
|
9.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8+ 0.45% |
$1.01K - $1.09K
|
1.78K
$263K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8New |
$1.01K - $1.09K
|
8
$1.18K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.29% |
$887 - $950
|
2.41K
$354K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
7+ 0.06% |
$887 - $950
|
12.7K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
7+ 0.02% |
$887 - $950
|
32.1K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 4.22% |
$887 - $950
|
173
$25.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.19% |
$887 - $950
|
3.71K
$546K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.08% |
$760 - $814
|
7.83K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6+ 0.36% |
$760 - $814
|
1.66K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.28% |
$760 - $814
|
2.13K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$760 - $814
|
4.08K
$601K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.48% |
$760 - $814
|
1.26K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.21% |
$760 - $814
|
2.89K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.31% |
$760 - $814
|
1.92K
$283K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6New |
$760 - $814
|
6
$883
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5+ 0.03% |
$634 - $678
|
17.9K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$634 - $678
|
1.77K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 1.53% |
$634 - $678
|
331
$48.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.45% |
$634 - $678
|
1.12K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.13% |
$507 - $543
|
3.12K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$380 - $407
|
4.54K
$669K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$380 - $407
|
3
$442
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.03% |
$380 - $407
|
10.6K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$253 - $271
|
1.67K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.07% |
$253 - $271
|
2.71K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$253 - $271
|
4K
$589K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.02% |
$253 - $271
|
11.8K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$127 - $136
|
614
$90.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.14% |
$127 - $136
|
740
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$127 - $136
|
241
$35.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$127 - $136
|
1.72K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.42% |
$127 - $136
|
240
$35.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$127 - $136
|
1.63K
$240K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $136
|
2.83K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.05% |
$127 - $136
|
1.83K
$270K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.55% |
$127 - $136
|
183
$26.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.22K
$474K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$127 - $136
|
2.02K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.65% |
$127 - $136
|
156
$23K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 4.35% |
$127 - $136
|
24
$3.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$127 - $136
|
10.7K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$127 - $136
|
357
$52.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.09% |
$127 - $136
|
1.07K
$157K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.01% |
$127 - $136
|
8.05K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$127 - $136
|
1.86K
$274K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$127 - $136
|
10K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1- 0.02% |
$127 - $136
|
6.39K
$941K
|