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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$129 - $136
|
1.36K
$193K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$129 - $136
|
11.3K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$129 - $136
|
2.1K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$129 - $136
|
3
$426
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$129 - $136
|
2.02K
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.04% |
$129 - $136
|
2.49K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.22% |
$129 - $136
|
448
$63.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 7.69% |
$129 - $136
|
14
$1.99K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.04% |
$129 - $136
|
2.26K
$321K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-1- 0.04% |
$129 - $136
|
2.77K
$393K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$129 - $136
|
1.63K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 0.13% |
$386 - $409
|
2.38K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4- 0.38% |
$515 - $545
|
1.05K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4- 0.1% |
$515 - $545
|
4.06K
$577K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-5- 0.06% |
$644 - $681
|
8.04K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5- 1.51% |
$644 - $681
|
326
$46.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-5- 0.22% |
$644 - $681
|
2.25K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5- 0.81% |
$644 - $681
|
614
$87.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-6- 0.36% |
$772 - $817
|
1.65K
$235K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6- 0.24% |
$772 - $817
|
2.49K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-6- 0.18% |
$772 - $817
|
3.38K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-7- 0.2% |
$901 - $954
|
3.48K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7- 0.18% |
$901 - $954
|
3.9K
$554K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 0.47% |
$1.03K - $1.09K
|
1.71K
$243K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-8- 80.0% |
$1.03K - $1.09K
|
2
$284
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8- 0.07% |
$1.03K - $1.09K
|
11.4K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 1.43% |
$1.16K - $1.23K
|
621
$88.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.03% |
$1.16K - $1.23K
|
32.1K
$4.56M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-9- 5.26% |
$1.16K - $1.23K
|
162
$23K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 5.7% |
$1.16K - $1.23K
|
149
$21.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.68% |
$1.29K - $1.36K
|
1.47K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-12- 0.62% |
$1.54K - $1.63K
|
1.91K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-13- 0.73% |
$1.67K - $1.77K
|
1.77K
$252K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-14- 0.37% |
$1.8K - $1.91K
|
3.76K
$534K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-15- 0.38% |
$1.93K - $2.04K
|
3.98K
$565K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 0.27% |
$1.93K - $2.04K
|
5.58K
$793K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 0.84% |
$2.06K - $2.18K
|
1.88K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16- 0.21% |
$2.06K - $2.18K
|
7.74K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 1.69% |
$2.19K - $2.32K
|
991
$141K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-19- 0.05% |
$2.45K - $2.59K
|
41.7K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-19- 1.34% |
$2.45K - $2.59K
|
1.4K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20- 0.15% |
$2.57K - $2.72K
|
13.4K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-20- 1.59% |
$2.57K - $2.72K
|
1.24K
$176K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 6.25% |
$2.57K - $2.72K
|
300
$42.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 0.99% |
$2.7K - $2.86K
|
2.11K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-23- 1.04% |
$2.96K - $3.13K
|
2.2K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 0.83% |
$3.22K - $3.41K
|
3K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-25- 0.59% |
$3.22K - $3.41K
|
4.18K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-25- 17.73% |
$3.22K - $3.41K
|
116
$16.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-26- 8.9% |
$3.35K - $3.54K
|
266
$37.8K
|