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
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
239
New
$30.8K - $32.6K
239 $34K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
238
+ 9.71%
$30.6K - $32.4K
2.69K $382K
Nov 08, 2023 Q3 2023
Janney Capital Management LLC

BUY
 -
229
+ 2.24%
$29.5K - $31.2K
10.5K $1.49M
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
225
+ 5.88%
$29K - $30.7K
4.05K $576K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
223
+ 11.87%
$28.7K - $30.4K
2.1K $299K
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
222
+ 1.92%
$28.6K - $30.2K
11.8K $1.68M
Nov 13, 2023 Q3 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
220
+ 25.82%
$28.3K - $30K
1.07K $152K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
219
+ 7.01%
$28.2K - $29.8K
3.34K $475K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
218
+ 0.96%
$28.1K - $29.7K
22.9K $3.25M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
216
+ 1.29%
$27.8K - $29.4K
16.9K $2.41M
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
212
+ 4.56%
$27.3K - $28.9K
4.86K $691K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
210
+ 2.14%
$27K - $28.6K
10K $1.42M
Nov 04, 2024 Q3 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
209
+ 3.51%
$26.9K - $28.5K
6.16K $876K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
206
+ 48.36%
$26.5K - $28.1K
632 $89.8K
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

BUY
 -
206
+ 4.44%
$26.5K - $28.1K
4.85K $689K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
205
+ 66.56%
$26.4K - $27.9K
513 $72.9K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
200
New
$25.7K - $27.2K
200 $28.4K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
200
+ 4.05%
$25.7K - $27.2K
5.14K $731K
Nov 28, 2023 Q3 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
198
+ 0.13%
$25.5K - $27K
155K $22M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
192
+ 38.63%
$24.7K - $26.2K
689 $97.9K
Oct 27, 2023 Q3 2023
Bray Capital Advisors

BUY
 -
185
+ 0.71%
$23.8K - $25.2K
26.2K $3.72M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
180
+ 13.17%
$23.2K - $24.5K
1.55K $220K
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
178
+ 2.19%
$22.9K - $24.3K
8.31K $1.18M
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
174
+ 1.37%
$22.4K - $23.7K
12.9K $1.83M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
169
+ 3.63%
$21.8K - $23K
4.82K $686K
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
168
+ 1.34%
$21.6K - $22.9K
12.7K $1.8M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
167
New
$21.5K - $22.8K
167 $23.7K
Oct 10, 2023 Q3 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
166
+ 0.41%
$21.4K - $22.6K
40.3K $5.73M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
165
+ 1.97%
$21.2K - $22.5K
8.52K $1.21M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
165
+ 23.98%
$21.2K - $22.5K
853 $121K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
165
+ 4.89%
$21.2K - $22.5K
3.54K $503K
Oct 31, 2023 Q3 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
164
+ 6.03%
$21.1K - $22.3K
2.88K $410K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
163
+ 0.22%
$21K - $22.2K
72.9K $10.4M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
162
+ 3.11%
$20.9K - $22.1K
5.37K $763K
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
162
+ 0.76%
$20.9K - $22.1K
21.6K $3.07M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
160
+ 3.25%
$20.6K - $21.8K
5.08K $722K
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

BUY
 -
160
+ 2.29%
$20.6K - $21.8K
7.16K $1.02M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
159
+ 0.71%
$20.5K - $21.7K
22.6K $3.21M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
156
+ 2.32%
$20.1K - $21.3K
6.87K $976K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
156
+ 19.57%
$20.1K - $21.3K
953 $135K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
150
+ 15.37%
$19.3K - $20.4K
1.13K $160K
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
149
+ 7.3%
$19.2K - $20.3K
2.19K $311K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
148
+ 7.16%
$19.1K - $20.2K
2.22K $315K
Oct 05, 2023 Q3 2023
Bay Rivers Group

BUY
 -
146
+ 0.6%
$18.8K - $19.9K
24.5K $3.48M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
146
+ 0.24%
$18.8K - $19.9K
62.2K $8.84M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
140
+ 7.13%
$18K - $19.1K
2.1K $299K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
138
+ 0.87%
$17.8K - $18.8K
16.1K $2.28M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
138
+ 11.25%
$17.8K - $18.8K
1.37K $194K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
137
+ 2.62%
$17.6K - $18.7K
5.37K $763K

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