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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.92KNew |
$244K - $261K
|
1.92K
$294K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.85K+ 44.54% |
$235K - $251K
|
6.01K
$921K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83KNew |
$232K - $248K
|
1.83K
$280K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.82K+ 1.09% |
$230K - $246K
|
169K
$25.9M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.81KNew |
$229K - $246K
|
1.81K
$277K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.8K+ 2.06% |
$227K - $244K
|
89.1K
$13.6M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.8KNew |
$227K - $244K
|
1.8K
$275K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.79KNew |
$227K - $243K
|
1.79K
$274K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.79K+ 4.09% |
$227K - $243K
|
45.5K
$6.97M
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.78KNew |
$226K - $241K
|
1.78K
$273K
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.78K+ 12.11% |
$226K - $241K
|
16.5K
$2.52M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.78K+ 2.77% |
$225K - $241K
|
66.1K
$10.1M
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.78K+ 8.39% |
$225K - $241K
|
23K
$3.52M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.77K+ 3.81% |
$225K - $241K
|
48.4K
$7.41M
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.74K+ 49.46% |
$221K - $236K
|
5.26K
$806K
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$220K - $235K
|
1.73K
$266K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.72K+ 6.12% |
$218K - $233K
|
29.8K
$4.57M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.72KNew |
$218K - $233K
|
1.72K
$263K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.71K+ 3.25% |
$217K - $232K
|
54.4K
$8.33M
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.71K+ 30.3% |
$216K - $232K
|
7.34K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 9.21% |
$215K - $230K
|
20.1K
$3.09M
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 1.97% |
$215K - $230K
|
88K
$13.5M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 129.77% |
$214K - $229K
|
2.99K
$457K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 91.46% |
$212K - $227K
|
3.5K
$535K
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.66KNew |
$210K - $225K
|
1.66K
$254K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.66K+ 3.75% |
$210K - $225K
|
45.9K
$7.02M
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.65KNew |
$209K - $224K
|
1.65K
$252K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.64KNew |
$208K - $223K
|
1.64K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 25.51% |
$205K - $219K
|
7.96K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.62KNew |
$205K - $219K
|
1.62K
$248K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.61KNew |
$204K - $219K
|
1.61K
$247K
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 3.8% |
$200K - $214K
|
43.2K
$6.62M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.56KNew |
$198K - $212K
|
1.56K
$239K
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.55KNew |
$196K - $210K
|
1.55K
$237K
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.54K+ 3.76% |
$195K - $209K
|
42.5K
$6.5M
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$195K - $209K
|
1.54K
$236K
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$194K - $207K
|
1.53K
$234K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.52K+ 28.41% |
$193K - $206K
|
6.87K
$1.05M
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.52KNew |
$192K - $206K
|
1.52K
$232K
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.52KNew |
$192K - $206K
|
1.52K
$232K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
1.51KNew |
$192K - $205K
|
1.51K
$232K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.51KNew |
$191K - $205K
|
1.51K
$231K
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.51KNew |
$191K - $205K
|
1.51K
$231K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.49K+ 9.3% |
$189K - $202K
|
17.5K
$2.69M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.45K+ 24.56% |
$184K - $197K
|
7.37K
$1.13M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.45K+ 3.5% |
$183K - $196K
|
42.7K
$6.54M
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.44K+ 7.18% |
$183K - $195K
|
21.5K
$3.29M
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.41K+ 14.5% |
$178K - $191K
|
11.1K
$1.7M
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.4K+ 35.59% |
$178K - $190K
|
5.34K
$817K
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.39K+ 1.22% |
$176K - $188K
|
116K
$17.7M
|