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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15New |
$1.93K - $2.04K
|
15
$2.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.8K - $1.91K
|
6.41K
$911K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
14+ 0.12% |
$1.8K - $1.91K
|
11.8K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 8.84% |
$1.67K - $1.77K
|
160
$22.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
13+ 0.02% |
$1.67K - $1.77K
|
52.9K
$7.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.22% |
$1.67K - $1.77K
|
5.89K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13+ 0.32% |
$1.67K - $1.77K
|
4.09K
$582K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
13+ 0.05% |
$1.67K - $1.77K
|
28.7K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12+ 0.27% |
$1.54K - $1.63K
|
4.49K
$638K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$1.42K - $1.5K
|
14K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 8.21% |
$1.42K - $1.5K
|
145
$20.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.09% |
$1.16K - $1.23K
|
9.91K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9+ 0.3% |
$1.16K - $1.23K
|
3.05K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.27% |
$901 - $954
|
2.59K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.36% |
$901 - $954
|
1.93K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7+ 0.15% |
$901 - $954
|
4.68K
$666K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 3.93% |
$901 - $954
|
185
$26.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.2% |
$644 - $681
|
2.53K
$360K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$644 - $681
|
1.78K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5+ 0.01% |
$644 - $681
|
64.9K
$9.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 16.67% |
$644 - $681
|
35
$4.97K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5+ 0.02% |
$644 - $681
|
30.3K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.36% |
$515 - $545
|
1.12K
$159K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.23% |
$515 - $545
|
1.73K
$246K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.09% |
$515 - $545
|
4.55K
$646K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$515 - $545
|
2.7K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.12% |
$515 - $545
|
3.45K
$491K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.14% |
$515 - $545
|
2.84K
$404K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.12% |
$515 - $545
|
3.44K
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.14% |
$386 - $409
|
2.22K
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$386 - $409
|
1.67K
$238K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3+ 0.14% |
$386 - $409
|
2.19K
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$386 - $409
|
1.65K
$235K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$386 - $409
|
1.65K
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$257 - $272
|
11.5K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$257 - $272
|
3.22K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.07% |
$257 - $272
|
2.72K
$386K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.7% |
$257 - $272
|
286
$40.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.56% |
$257 - $272
|
359
$51K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2+ 0.11% |
$257 - $272
|
1.84K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.13% |
$257 - $272
|
1.6K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$129 - $136
|
1.18K
$168K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $136
|
3.23K
$459K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$129 - $136
|
2.05K
$291K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 1.28% |
$129 - $136
|
79
$11.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$129 - $136
|
242
$34.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$129 - $136
|
1.86K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.67% |
$129 - $136
|
151
$21.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.42% |
$129 - $136
|
241
$34.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$129 - $136
|
1.22K
$174K
|