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 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.14K- 11.62% |
$147K - $155K
|
8.67K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.14K- 3.14% |
$147K - $156K
|
35.2K
$5.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.14K- 28.98% |
$147K - $156K
|
2.8K
$411K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.16K- 6.51% |
$150K - $158K
|
16.7K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.16K- 7.11% |
$150K - $159K
|
15.2K
$2.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 3.09% |
$151K - $159K
|
36.6K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.21K- 2.38% |
$156K - $165K
|
49.8K
$7.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.22K- 9.38% |
$157K - $166K
|
11.8K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.23K- 11.14% |
$158K - $167K
|
9.78K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 12.54% |
$158K - $168K
|
8.58K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.25K- 32.7% |
$161K - $170K
|
2.57K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.28K- 5.23% |
$165K - $175K
|
23.3K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 8.66% |
$165K - $175K
|
13.6K
$1.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.29K- 25.16% |
$167K - $176K
|
3.85K
$565K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 3.85% |
$168K - $178K
|
32.6K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.31K- 0.96% |
$168K - $178K
|
135K
$19.8M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.31K- 0.96% |
$168K - $178K
|
135K
$19.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 8.35% |
$168K - $178K
|
14.4K
$2.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.32K- 5.75% |
$170K - $180K
|
21.6K
$3.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.34K- 2.81% |
$173K - $183K
|
46.4K
$6.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.34K- 44.31% |
$173K - $183K
|
1.69K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.37K- 8.93% |
$176K - $187K
|
14K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39K- 1.97% |
$179K - $190K
|
69.3K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.43K- 33.74% |
$183K - $194K
|
2.8K
$411K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.45K- 20.89% |
$187K - $198K
|
5.49K
$806K
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.47K- 4.16% |
$189K - $200K
|
33.8K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.47K- 0.62% |
$189K - $200K
|
236K
$34.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 6.24% |
$199K - $210K
|
23.2K
$3.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 16.43% |
$200K - $212K
|
7.92K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 11.4% |
$202K - $214K
|
12.2K
$1.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.57K- 7.0% |
$202K - $214K
|
20.9K
$3.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.6K- 2.86% |
$206K - $218K
|
54.3K
$7.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.67K- 8.68% |
$215K - $227K
|
17.5K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.69K- 48.79% |
$217K - $230K
|
1.77K
$260K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.69K- 41.79% |
$217K - $230K
|
2.35K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.69K- 2.27% |
$218K - $231K
|
72.8K
$10.7M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 31.74% |
$220K - $232K
|
3.67K
$539K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.72K- 24.86% |
$221K - $234K
|
5.19K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.72K- 3.17% |
$222K - $235K
|
52.6K
$7.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.76K- 10.65% |
$227K - $240K
|
14.8K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.8K- 0.74% |
$232K - $245K
|
241K
$35.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.8K- 6.76% |
$232K - $245K
|
24.8K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.82K- 5.46% |
$234K - $248K
|
31.4K
$4.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.82K- 8.16% |
$234K - $248K
|
20.5K
$3.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 24.12% |
$235K - $248K
|
5.73K
$842K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 5.88% |
$235K - $248K
|
29.2K
$4.28M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.83K- 37.94% |
$235K - $249K
|
2.99K
$438K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.87K- 7.48% |
$241K - $255K
|
23.2K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 38.71% |
$250K - $264K
|
3.07K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 1.65% |
$259K - $274K
|
120K
$17.6M
|