Purchases and Sales Made in Q3 2023 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
16.3K
+ 7.83%
$2.09M - $2.22M
224K $32.3M
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
16.2K
+ 12.85%
$2.08M - $2.2M
142K $20.5M
Oct 10, 2023 Q3 2023
Gen Trust, LLC

BUY
 -
15.8K
New
$2.03M - $2.15M
15.8K $2.28M
Nov 02, 2023 Q3 2023
Forbes J M & CO LLP

BUY
 -
15.8K
+ 39.26%
$2.03M - $2.15M
56K $8.06M
Nov 07, 2023 Q3 2023
Quantbot Technologies LP

New York, NY
BUY
 -
15.6K
New
$2M - $2.12M
15.6K $2.24M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
15.4K
+ 5.46%
$1.99M - $2.1M
298K $43M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
14.9K
+ 114.16%
$1.92M - $2.03M
28K $4.03M
Nov 14, 2023 Q3 2023
Texas Capital Bancshares Inc

BUY
 -
14.9K
New
$1.92M - $2.03M
14.9K $2.14M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
14.7K
+ 4443.64%
$1.89M - $2M
15K $2.16M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
14.6K
New
$1.88M - $1.99M
14.6K $2.11M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
14.5K
+ 500.86%
$1.87M - $1.98M
17.4K $2.51M
Nov 14, 2023 Q3 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
14.5K
New
$1.86M - $1.97M
14.5K $2.08M
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
13.8K
+ 86.56%
$1.78M - $1.88M
29.8K $4.29M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
13.4K
+ 17.77%
$1.73M - $1.83M
89.1K $12.8M
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
13.2K
+ 418.08%
$1.71M - $1.81M
16.4K $2.37M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
13K
New
$1.67M - $1.77M
13K $1.87M
Nov 13, 2023 Q3 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
12.6K
New
$1.62M - $1.72M
12.6K $1.82M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
12.4K
+ 86.13%
$1.6M - $1.69M
26.8K $3.86M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
12.3K
+ 614.23%
$1.58M - $1.68M
14.3K $2.06M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
12.3K
+ 9883.06%
$1.58M - $1.67M
12.4K $1.78M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
11.7K
+ 498.38%
$1.5M - $1.59M
14K $2.02M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
11.3K
+ 628.52%
$1.45M - $1.54M
13.1K $1.88M
Nov 15, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
11K
New
$1.42M - $1.5M
11K $1.59M
Nov 02, 2023 Q3 2023
Crew Capital Management, Ltd.

BUY
 -
10.6K
+ 53.96%
$1.37M - $1.45M
30.3K $4.36M
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
10.1K
New
$1.3M - $1.38M
10.1K $1.46M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
9.9K
+ 4.78%
$1.27M - $1.35M
217K $31.3M
Oct 25, 2023 Q3 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
9.84K
+ 96.59%
$1.27M - $1.34M
20K $2.89M
Nov 13, 2023 Q3 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
9.8K
New
$1.26M - $1.33M
9.8K $1.41M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
9.49K
New
$1.22M - $1.29M
9.49K $1.37M
Oct 10, 2023 Q3 2023
Biltmore Wealth Management, LLC

BUY
 -
9.06K
+ 6.07%
$1.17M - $1.23M
158K $22.8M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
9.05K
+ 1.47%
$1.16M - $1.23M
625K $90.1M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.61K
+ 0.14%
$1.11M - $1.17M
6.19M $892M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
8.49K
New
$1.09M - $1.16M
8.49K $1.22M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
8.46K
+ 48.17%
$1.09M - $1.15M
26K $3.75M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
8.43K
+ 8.34%
$1.09M - $1.15M
110K $15.8M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
8.42K
+ 26.61%
$1.08M - $1.15M
40K $5.77M
Nov 13, 2023 Q3 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
8.1K
+ 66.94%
$1.04M - $1.1M
20.2K $2.91M
Oct 30, 2023 Q3 2023
Perfromance Wealth Partners, LLC

BUY
 -
8.1K
+ 14.02%
$1.04M - $1.1M
65.9K $9.49M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
8.05K
New
$1.04M - $1.1M
8.05K $1.16M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
8.01K
+ 36.93%
$1.03M - $1.09M
29.7K $4.28M
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
7.97K
+ 92.81%
$1.03M - $1.09M
16.6K $2.39M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
7.87K
+ 344.42%
$1.01M - $1.07M
10.2K $1.46M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
7.83K
+ 4802.45%
$1.01M - $1.07M
7.99K $1.15M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
7.75K
+ 8.7%
$998K - $1.06M
96.8K $14M
Oct 18, 2023 Q3 2023
Welch Group, LLC

BUY
 -
7.67K
+ 506.74%
$988K - $1.05M
9.19K $1.32M
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
7.61K
+ 6.45%
$979K - $1.04M
126K $18.1M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
7.54K
+ 260.19%
$970K - $1.03M
10.4K $1.5M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
7.51K
+ 17.78%
$967K - $1.02M
49.8K $7.17M
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
7.5K
+ 9.73%
$966K - $1.02M
84.6K $12.2M

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