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 16, 2023 Q3 2023
Resources Management Corp

West Hartford, CT
BUY
 -
136
+ 25.23%
$17.5K - $18.5K
675 $95.9K
Nov 08, 2023 Q3 2023
L2 Asset Management, LLC

Wayland, MA
BUY
 -
135
New
$17.4K - $18.4K
135 $19.2K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
134
+ 2.41%
$17.3K - $18.3K
5.7K $810K
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
132
+ 8.19%
$17K - $18K
1.74K $248K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
130
+ 5.19%
$16.7K - $17.7K
2.64K $375K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
130
+ 1.82%
$16.7K - $17.7K
7.28K $1.03M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
128
+ 11.57%
$16.5K - $17.4K
1.23K $175K
Nov 02, 2023 Q3 2023
Alpha Family Trust

Los Angeles, CA
BUY
 -
124
+ 0.42%
$16K - $16.9K
29.8K $4.24M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
120
+ 0.4%
$15.4K - $16.3K
30K $4.27M
Nov 08, 2023 Q3 2023
Alpine Woods Capital Investors, LLC

BUY
 -
120
+ 6.0%
$15.4K - $16.3K
2.12K $301K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
116
+ 1.06%
$14.9K - $15.8K
11K $1.57M
Nov 14, 2023 Q3 2023
Stone House Investment Management, LLC

BUY
 -
116
+ 12.65%
$14.9K - $15.8K
1.03K $147K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
115
+ 2.92%
$14.8K - $15.7K
4.05K $576K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
113
+ 5.6%
$14.5K - $15.4K
2.13K $303K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
112
+ 65.88%
$14.4K - $15.3K
282 $40.1K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
112
+ 1.75%
$14.4K - $15.3K
6.5K $924K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
111
+ 0.5%
$14.3K - $15.1K
22.3K $3.16M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
110
New
$14.2K - $15K
110 $15.6K
Jul 10, 2024 Q3 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
110
+ 2.12%
$14.2K - $15K
5.3K $754K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
108
+ 2.91%
$13.9K - $14.7K
3.82K $543K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
106
+ 258.54%
$13.6K - $14.4K
147 $20.9K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
104
+ 10.04%
$13.4K - $14.2K
1.14K $162K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
104
+ 2.14%
$13.4K - $14.2K
4.96K $705K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
103
+ 1.94%
$13.3K - $14K
5.41K $768K
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
103
+ 1.67%
$13.3K - $14K
6.27K $891K
Nov 14, 2023 Q3 2023
Davis R M Inc

Portland, ME
BUY
 -
102
+ 6.58%
$13.1K - $13.9K
1.65K $235K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
+ 32.47%
$12.9K - $13.6K
408 $58K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
100
+ 12.63%
$12.9K - $13.6K
892 $127K
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
100
+ 3.63%
$12.9K - $13.6K
2.86K $406K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
100
New
$12.9K - $13.6K
100 $14.2K
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

BUY
 -
98
New
$12.6K - $13.4K
98 $13.9K
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
91
+ 29.74%
$11.7K - $12.4K
397 $56.4K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
90
+ 1.86%
$11.6K - $12.3K
4.93K $700K
Oct 30, 2023 Q3 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
89
+ 1.91%
$11.5K - $12.1K
4.74K $673K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
89
+ 1.9%
$11.5K - $12.1K
4.77K $679K
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
87
+ 4.17%
$11.2K - $11.9K
2.17K $309K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
85
+ 2.5%
$10.9K - $11.6K
3.48K $495K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
84
+ 3.97%
$10.8K - $11.4K
2.2K $312K
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
83
+ 0.39%
$10.7K - $11.3K
21.4K $3.05M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
80
+ 2.21%
$10.3K - $10.9K
3.7K $526K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
76
+ 4.15%
$9.78K - $10.4K
1.91K $271K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
75
+ 2.12%
$9.66K - $10.2K
3.61K $514K
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
75
+ 4.97%
$9.66K - $10.2K
1.59K $225K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
75
+ 5.01%
$9.66K - $10.2K
1.57K $224K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
74
+ 28.24%
$9.53K - $10.1K
336 $47.8K
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
72
+ 4.58%
$9.27K - $9.81K
1.64K $234K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
71
New
$9.14K - $9.67K
71 $10.1K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
67
+ 0.31%
$8.63K - $9.13K
21.7K $3.09M
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
65
+ 1.06%
$8.37K - $8.86K
6.22K $883K

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