Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
400
+ 2.57%
$51.5K - $54.5K
16K $2.27M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
400
+ 14.49%
$51.5K - $54.5K
3.16K $449K
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
399
+ 5.99%
$51.4K - $54.4K
7.06K $1M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
395
+ 4.65%
$50.9K - $53.8K
8.89K $1.26M
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
395
+ 3.63%
$50.9K - $53.8K
11.3K $1.6M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
393
+ 23.95%
$50.6K - $53.5K
2.03K $289K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
386
New
$49.7K - $52.6K
386 $54.9K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
386
+ 36.59%
$49.7K - $52.6K
1.44K $205K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
382
+ 0.19%
$49.2K - $52K
206K $29.3M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
381
+ 21.97%
$49K - $51.9K
2.12K $301K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
373
+ 10.4%
$48K - $50.8K
3.96K $563K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
371
New
$47.8K - $50.5K
371 $52.7K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
369
+ 5.58%
$47.5K - $50.3K
6.98K $992K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
367
+ 1.4%
$47.2K - $50K
26.6K $3.78M
Nov 14, 2023 Q3 2023
Tamar Securities, LLC

BUY
 -
366
+ 0.47%
$47.1K - $49.9K
78.2K $11.1M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
362
+ 18.1%
$46.6K - $49.3K
2.36K $336K
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
358
+ 9.64%
$46.1K - $48.8K
4.07K $579K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
356
+ 47.53%
$45.8K - $48.5K
1.11K $157K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
355
+ 1.98%
$45.7K - $48.4K
18.3K $2.6M
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
348
+ 162.62%
$44.8K - $47.4K
562 $79.9K
Nov 02, 2023 Q3 2023
Girard Partners Ltd.

BUY
 -
343
+ 9.45%
$44.2K - $46.7K
3.97K $565K
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
342
+ 1.56%
$44K - $46.6K
22.2K $3.16M
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
340
+ 17.65%
$43.8K - $46.3K
2.27K $322K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
338
+ 4.92%
$43.5K - $46K
7.21K $1.02M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
334
+ 7.55%
$43K - $45.5K
4.76K $676K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
331
+ 6.75%
$42.6K - $45.1K
5.24K $744K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
331
+ 6.75%
$42.6K - $45.1K
5.24K $744K
Oct 25, 2023 Q3 2023
Sawyer & Company, Inc

BUY
 -
328
New
$42.2K - $44.7K
328 $46.6K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
323
+ 5.32%
$41.6K - $44K
6.4K $909K
Nov 14, 2023 Q3 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
323
+ 1.99%
$41.6K - $44K
16.5K $2.35M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
319
+ 1.64%
$41.1K - $43.5K
19.7K $2.8M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
316
+ 1.87%
$40.7K - $43.1K
17.2K $2.45M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
312
+ 5.61%
$40.2K - $42.5K
5.87K $835K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
311
New
$40K - $42.4K
311 $44.2K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
304
+ 11.99%
$39.1K - $41.4K
2.84K $404K
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
301
+ 4.44%
$38.8K - $41K
7.08K $1.01M
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
300
+ 28.57%
$38.6K - $40.9K
1.35K $192K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
298
+ 4.61%
$38.4K - $40.6K
6.76K $960K
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
297
+ 162.3%
$38.2K - $40.5K
480 $68.2K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
279
+ 0.01%
$35.9K - $38K
2.06M $292M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
279
+ 0.96%
$35.9K - $38K
29.3K $4.17M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
265
New
$34.1K - $36.1K
265 $37.7K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
262
+ 1.79%
$33.7K - $35.7K
14.9K $2.11M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
262
+ 1.18%
$33.7K - $35.7K
22.5K $3.2M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
255
+ 0.82%
$32.8K - $34.7K
31.4K $4.46M
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
249
+ 4.12%
$32.1K - $33.9K
6.29K $895K
Oct 31, 2023 Q3 2023
Cardinal Strategic Wealth Guidance

BUY
 -
249
+ 1.14%
$32.1K - $33.9K
22K $3.13M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
246
+ 0.3%
$31.7K - $33.5K
81.3K $11.6M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
239
+ 4.77%
$30.8K - $32.6K
5.25K $746K

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