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 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-27- 0.64% |
$3.48K - $3.68K
|
4.17K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-29- 0.21% |
$3.73K - $3.95K
|
13.8K
$1.96M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 3.15% |
$3.73K - $3.95K
|
893
$127K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.64% |
$3.86K - $4.09K
|
4.67K
$664K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 0.47% |
$3.86K - $4.09K
|
6.31K
$896K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 0.64% |
$3.86K - $4.09K
|
4.69K
$667K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-31- 0.26% |
$3.99K - $4.22K
|
12K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-32- 1.95% |
$4.12K - $4.36K
|
1.61K
$228K
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.02% |
$4.38K - $4.63K
|
152K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-34- 0.54% |
$4.38K - $4.63K
|
6.28K
$892K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-35- 51.47% |
$4.51K - $4.77K
|
33
$4.69K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-36- 1.95% |
$4.63K - $4.9K
|
1.81K
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 37.11% |
$4.63K - $4.9K
|
61
$8.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37- 0.59% |
$4.76K - $5.04K
|
6.26K
$890K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-38- 0.6% |
$4.89K - $5.18K
|
6.29K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 13.82% |
$4.89K - $5.18K
|
237
$33.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-39- 0.14% |
$5.02K - $5.31K
|
28K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.01% |
$5.28K - $5.59K
|
4.02K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 23.7% |
$5.28K - $5.59K
|
132
$18.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-43- 1.25% |
$5.54K - $5.86K
|
3.41K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 0.13% |
$5.66K - $5.99K
|
33.5K
$4.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-44- 1.31% |
$5.66K - $5.99K
|
3.31K
$471K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-46- 0.13% |
$5.92K - $6.27K
|
36.7K
$5.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-46- 2.15% |
$5.92K - $6.27K
|
2.1K
$298K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 4.6% |
$6.44K - $6.81K
|
1.04K
$147K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50- 1.7% |
$6.44K - $6.81K
|
2.89K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-50- 15.2% |
$6.44K - $6.81K
|
279
$39.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 16.56% |
$6.44K - $6.81K
|
252
$35.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 16.61% |
$6.44K - $6.81K
|
251
$35.7K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-51- 2.85% |
$6.57K - $6.95K
|
1.74K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-51- 1.8% |
$6.57K - $6.95K
|
2.78K
$396K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-52- 0.51% |
$6.69K - $7.08K
|
10K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-52- 0.07% |
$6.69K - $7.08K
|
71.4K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-53- 0.21% |
$6.82K - $7.22K
|
24.8K
$3.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-53- 28.96% |
$6.82K - $7.22K
|
130
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-53- 50.96% |
$6.82K - $7.22K
|
51
$7.25K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-55- 0.29% |
$7.08K - $7.49K
|
18.7K
$2.66M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-55- 1.42% |
$7.08K - $7.49K
|
3.82K
$543K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-62- 35.63% |
$7.98K - $8.45K
|
112
$15.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-65- 39.39% |
$8.37K - $8.86K
|
100
$14.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-68- 1.7% |
$8.75K - $9.26K
|
3.94K
$559K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-70- 4.09% |
$9.01K - $9.54K
|
1.64K
$233K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-70- 1.83% |
$9.01K - $9.54K
|
3.75K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-72- 11.03% |
$9.27K - $9.81K
|
581
$82.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-73- 0.42% |
$9.4K - $9.95K
|
17.4K
$2.47M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-73- 0.34% |
$9.4K - $9.95K
|
21.1K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-74- 22.49% |
$9.53K - $10.1K
|
255
$36.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-75- 0.6% |
$9.66K - $10.2K
|
12.3K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-75- 1.6% |
$9.66K - $10.2K
|
4.6K
$654K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-76- 1.01% |
$9.78K - $10.4K
|
7.48K
$1.06M
|