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 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-76- 0.95% |
$9.78K - $10.4K
|
7.9K
$1.12M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-78- 0.86% |
$10K - $10.6K
|
9K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-79- 2.21% |
$10.2K - $10.8K
|
3.5K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-79- 0.45% |
$10.2K - $10.8K
|
17.6K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-82- 7.92% |
$10.6K - $11.2K
|
953
$135K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-83- 10.4% |
$10.7K - $11.3K
|
715
$102K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-84- 0.69% |
$10.8K - $11.4K
|
12.1K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-85- 1.43% |
$10.9K - $11.6K
|
5.88K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-87- 2.66% |
$11.2K - $11.9K
|
3.19K
$453K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-89- 0.6% |
$11.5K - $12.1K
|
14.8K
$2.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-90- 0.59% |
$11.6K - $12.3K
|
15.1K
$2.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-90- 19.74% |
$11.6K - $12.3K
|
366
$52K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-94- 3.25% |
$12.1K - $12.8K
|
2.8K
$398K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 2.54% |
$12.1K - $12.8K
|
3.61K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-95- 4.69% |
$12.2K - $12.9K
|
1.93K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-96- 3.94% |
$12.4K - $13.1K
|
2.34K
$332K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-97- 2.04% |
$12.5K - $13.2K
|
4.67K
$664K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-99- 1.54% |
$12.7K - $13.5K
|
6.33K
$899K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-99- 2.98% |
$12.7K - $13.5K
|
3.22K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-99- 1.24% |
$12.7K - $13.5K
|
7.9K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 16.23% |
$12.9K - $13.6K
|
516
$73.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 3.17% |
$12.9K - $13.6K
|
3.05K
$434K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-100- 1.22% |
$12.9K - $13.6K
|
8.09K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 3.89% |
$12.9K - $13.6K
|
2.47K
$351K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-101- 0.65% |
$13K - $13.8K
|
15.5K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-101- 5.49% |
$13K - $13.8K
|
1.74K
$247K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-103- 0.3% |
$13.3K - $14K
|
34.8K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-106- 17.26% |
$13.6K - $14.4K
|
508
$72.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-108- 3.35% |
$13.9K - $14.7K
|
3.12K
$443K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-110- 0.53% |
$14.2K - $15K
|
20.5K
$2.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-110- 2.1% |
$14.2K - $15K
|
5.12K
$728K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-119- 0.78% |
$15.3K - $16.2K
|
15.1K
$2.15M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-120- 1.53% |
$15.4K - $16.3K
|
7.71K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-120- 3.34% |
$15.4K - $16.3K
|
3.47K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-121- 4.34% |
$15.6K - $16.5K
|
2.67K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-123- 3.65% |
$15.8K - $16.8K
|
3.25K
$462K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-124- 0.69% |
$16K - $16.9K
|
17.9K
$2.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-124- 1.64% |
$16K - $16.9K
|
7.44K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-125- 0.36% |
$16.1K - $17K
|
34.3K
$4.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-125- 4.34% |
$16.1K - $17K
|
2.76K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-126- 1.47% |
$16.2K - $17.2K
|
8.45K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-126- 2.54% |
$16.2K - $17.2K
|
4.83K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-127- 0.2% |
$16.3K - $17.3K
|
64.2K
$9.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 4.65% |
$16.6K - $17.6K
|
2.65K
$376K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-130- 3.87% |
$16.7K - $17.7K
|
3.23K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-131- 1.44% |
$16.9K - $17.8K
|
8.94K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-132- 0.45% |
$17K - $18K
|
29K
$4.12M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-133- 3.67% |
$17.1K - $18.1K
|
3.49K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-135- 5.1% |
$17.4K - $18.4K
|
2.51K
$357K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-135- 16.9% |
$17.4K - $18.4K
|
664
$94.4K
|