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 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-264- 11.81% |
$34K - $36K
|
1.97K
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-267- 3.12% |
$34.4K - $36.4K
|
8.3K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-268- 36.66% |
$34.5K - $36.5K
|
463
$69K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-270- 5.57% |
$34.8K - $36.8K
|
4.58K
$681K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-275- 0.96% |
$35.4K - $37.5K
|
28.3K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-276- 0.27% |
$35.5K - $37.6K
|
101K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-281- 10.66% |
$36.2K - $38.3K
|
2.36K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-283- 14.78% |
$36.4K - $38.6K
|
1.63K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-283- 0.74% |
$36.4K - $38.6K
|
38.1K
$5.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-288- 3.87% |
$37.1K - $39.2K
|
7.16K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-288- 2.8% |
$37.1K - $39.2K
|
10K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-294- 23.08% |
$37.8K - $40.1K
|
980
$146K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-295- 9.51% |
$38K - $40.2K
|
2.81K
$418K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-296- 0.48% |
$38.1K - $40.3K
|
61.5K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-297- 3.31% |
$38.2K - $40.5K
|
8.67K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-298- 0.19% |
$38.4K - $40.6K
|
160K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-300- 15.95% |
$38.6K - $40.9K
|
1.58K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-300- 3.83% |
$38.6K - $40.9K
|
7.53K
$1.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-308- 13.06% |
$39.7K - $42K
|
2.05K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-309- 2.87% |
$39.8K - $42.1K
|
10.4K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-310- 6.8% |
$39.9K - $42.2K
|
4.25K
$633K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-310- 7.54% |
$39.9K - $42.2K
|
3.8K
$566K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-312- 2.61% |
$40.2K - $42.5K
|
11.6K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-313- 12.2% |
$40.3K - $42.6K
|
2.25K
$335K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-315- 9.14% |
$40.6K - $42.9K
|
3.13K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-316- 4.22% |
$40.7K - $43.1K
|
7.18K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-317- 2.55% |
$40.8K - $43.2K
|
12.1K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-317- 6.38% |
$40.8K - $43.2K
|
4.65K
$693K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-322- 14.41% |
$41.5K - $43.9K
|
1.91K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-322- 11.38% |
$41.5K - $43.9K
|
2.51K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-324- 5.1% |
$41.7K - $44.1K
|
6.04K
$899K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-325- 2.58% |
$41.8K - $44.3K
|
12.3K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-334- 7.11% |
$43K - $45.5K
|
4.36K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-336- 8.32% |
$43.3K - $45.8K
|
3.7K
$551K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-343- 2.39% |
$44.2K - $46.7K
|
14K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-344- 6.38% |
$44.3K - $46.9K
|
5.05K
$752K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-346- 2.59% |
$44.5K - $47.1K
|
13K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-350- 1.65% |
$45.1K - $47.7K
|
20.8K
$3.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-353- 1.76% |
$45.4K - $48.1K
|
19.7K
$2.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-353- 0.48% |
$45.4K - $48.1K
|
73.6K
$11M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-353- 1.76% |
$45.4K - $48.1K
|
19.7K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-354- 7.15% |
$45.6K - $48.2K
|
4.6K
$685K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-358- 1.96% |
$46.1K - $48.8K
|
17.9K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-358- 12.04% |
$46.1K - $48.8K
|
2.62K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-359- 3.54% |
$46.2K - $48.9K
|
9.77K
$1.46M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-369- 1.33% |
$47.5K - $50.3K
|
27.4K
$4.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-370- 10.72% |
$47.6K - $50.4K
|
3.08K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-375- 3.67% |
$48.3K - $51.1K
|
9.84K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-381- 1.92% |
$49K - $51.9K
|
19.5K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-387- 13.5% |
$49.8K - $52.7K
|
2.48K
$369K
|