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 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 17.31% |
$17.8K - $18.8K
|
659
$93.7K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-142- 0.81% |
$18.3K - $19.3K
|
17.4K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-143- 1.51% |
$18.4K - $19.5K
|
9.34K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-145- 10.42% |
$18.7K - $19.8K
|
1.25K
$177K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-147- 3.03% |
$18.9K - $20K
|
4.71K
$669K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-147- 1.0% |
$18.9K - $20K
|
14.5K
$2.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-150- 8.57% |
$19.3K - $20.4K
|
1.6K
$227K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 44.78% |
$19.3K - $20.4K
|
185
$26.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.62% |
$19.3K - $20.4K
|
9.14K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-165- 11.51% |
$21.2K - $22.5K
|
1.27K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-167- 3.79% |
$21.5K - $22.8K
|
4.24K
$603K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-168- 0.37% |
$21.6K - $22.9K
|
44.9K
$6.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-171- 5.9% |
$22K - $23.3K
|
2.73K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-173- 2.04% |
$22.3K - $23.6K
|
8.32K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-177- 5.77% |
$22.8K - $24.1K
|
2.89K
$411K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-185- 3.35% |
$23.8K - $25.2K
|
5.34K
$759K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-185- 0.44% |
$23.8K - $25.2K
|
41.9K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-185- 0.87% |
$23.8K - $25.2K
|
21.1K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-187- 6.94% |
$24.1K - $25.5K
|
2.51K
$357K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-188- 1.32% |
$24.2K - $25.6K
|
14K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-190- 29.5% |
$24.5K - $25.9K
|
454
$64.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-194- 0.55% |
$25K - $26.4K
|
35.3K
$5.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-195- 5.79% |
$25.1K - $26.6K
|
3.17K
$451K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-196- 2.97% |
$25.2K - $26.7K
|
6.4K
$909K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-197- 5.08% |
$25.4K - $26.8K
|
3.68K
$524K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-200- 3.86% |
$25.7K - $27.2K
|
4.98K
$708K
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-202- 4.14% |
$26K - $27.5K
|
4.67K
$664K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-202- 6.38% |
$26K - $27.5K
|
2.97K
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-205- 1.68% |
$26.4K - $27.9K
|
12K
$1.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-207- 3.57% |
$26.6K - $28.2K
|
5.59K
$794K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-211- 0.94% |
$27.2K - $28.7K
|
22.2K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-213- 4.26% |
$27.4K - $29K
|
4.79K
$680K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-215- 1.46% |
$27.7K - $29.3K
|
14.5K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-216- 0.67% |
$27.8K - $29.4K
|
32.1K
$4.57M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-217- 2.72% |
$27.9K - $29.6K
|
7.77K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-218- 0.25% |
$28.1K - $29.7K
|
88.2K
$12.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-218- 9.55% |
$28.1K - $29.7K
|
2.07K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-221- 4.95% |
$28.5K - $30.1K
|
4.24K
$603K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-229- 6.42% |
$29.5K - $31.2K
|
3.34K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-233- 0.35% |
$30K - $31.7K
|
65.7K
$9.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-234- 5.03% |
$30.1K - $31.9K
|
4.42K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-234- 2.23% |
$30.1K - $31.9K
|
10.3K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-239- 9.23% |
$30.8K - $32.6K
|
2.35K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 2.98% |
$32.2K - $34.1K
|
8.13K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-260- 1.3% |
$33.5K - $35.4K
|
19.8K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-261- 2.74% |
$33.6K - $35.6K
|
9.28K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-262- 9.32% |
$33.7K - $35.7K
|
2.55K
$362K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-263- 8.64% |
$33.9K - $35.8K
|
2.78K
$395K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-264- 11.81% |
$34K - $36K
|
1.97K
$280K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-267- 3.12% |
$34.4K - $36.4K
|
8.3K
$1.18M
|