Purchases and Sales Made in Q3 2023 in Select Sector Spdr Fund Health (XLV)
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 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
64+ 57.14% |
$8.24K - $8.72K
|
176
$25K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
63+ 1.09% |
$8.11K - $8.58K
|
5.84K
$829K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
62+ 1.8% |
$7.98K - $8.45K
|
3.51K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62+ 3.79% |
$7.98K - $8.45K
|
1.7K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
62+ 1.82% |
$7.98K - $8.45K
|
3.47K
$493K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
60+ 2.83% |
$7.72K - $8.17K
|
2.18K
$310K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
59+ 0.24% |
$7.6K - $8.04K
|
24.7K
$3.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
56+ 3.27% |
$7.21K - $7.63K
|
1.77K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56+ 0.08% |
$7.21K - $7.63K
|
71.7K
$10.2M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
56+ 0.08% |
$7.21K - $7.63K
|
71.7K
$10.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.28% |
$7.08K - $7.49K
|
19.4K
$2.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 8.33% |
$7.08K - $7.49K
|
715
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
55+ 4.36% |
$7.08K - $7.49K
|
1.32K
$187K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
54+ 0.31% |
$6.95K - $7.36K
|
17.6K
$2.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
54+ 0.88% |
$6.95K - $7.36K
|
6.22K
$884K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
54+ 1.3% |
$6.95K - $7.36K
|
4.2K
$597K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
54+ 0.08% |
$6.95K - $7.36K
|
64.9K
$9.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.26% |
$6.44K - $6.81K
|
2.27K
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
50+ 0.05% |
$6.44K - $6.81K
|
97.2K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50+ 0.68% |
$6.44K - $6.81K
|
7.39K
$1.05M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
49+ 0.74% |
$6.31K - $6.68K
|
6.69K
$951K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
46+ 1.14% |
$5.92K - $6.27K
|
4.08K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
46+ 0.27% |
$5.92K - $6.27K
|
17.1K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43+ 3.38% |
$5.54K - $5.86K
|
1.32K
$187K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42+ 68.85% |
$5.41K - $5.72K
|
103
$14.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42+ 0.55% |
$5.41K - $5.72K
|
7.61K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
41+ 0.67% |
$5.28K - $5.59K
|
6.13K
$871K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 0.33% |
$4.63K - $4.9K
|
10.9K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
35+ 0.76% |
$4.51K - $4.77K
|
4.64K
$660K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
35+ 0.22% |
$4.51K - $4.77K
|
15.7K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
35+ 0.42% |
$4.51K - $4.77K
|
8.45K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
34+ 1.87% |
$4.38K - $4.63K
|
1.85K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
34+ 1.06% |
$4.38K - $4.63K
|
3.23K
$459K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
33+ 0.74% |
$4.25K - $4.5K
|
4.51K
$641K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.21% |
$4.12K - $4.36K
|
15.5K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.13% |
$3.86K - $4.09K
|
23.5K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.61% |
$3.6K - $3.81K
|
4.6K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
27+ 0.38% |
$3.48K - $3.68K
|
7.04K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 0.81% |
$3.35K - $3.54K
|
3.24K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
26+ 0.14% |
$3.35K - $3.54K
|
19.2K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.74% |
$3.35K - $3.54K
|
3.56K
$505K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25+ 0.41% |
$3.22K - $3.41K
|
6.12K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
25+ 1.1% |
$3.22K - $3.41K
|
2.29K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
24+ 1.08% |
$3.09K - $3.27K
|
2.25K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.41% |
$2.83K - $3K
|
5.36K
$761K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
22+ 1.0% |
$2.83K - $3K
|
2.23K
$317K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
20+ 0.1% |
$2.57K - $2.72K
|
19.9K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
19+ 0.44% |
$2.45K - $2.59K
|
4.31K
$612K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
17+ 0.52% |
$2.19K - $2.32K
|
3.26K
$463K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
16+ 0.41% |
$2.06K - $2.18K
|
3.88K
$551K
|