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
Nov 13, 2023 Q3 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
7.46K
+ 10.61%
$960K - $1.02M
77.8K $11.2M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
7.23K
+ 31.59%
$931K - $985K
30.1K $4.35M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
7.13K
+ 32.64%
$918K - $972K
29K $4.19M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
7.11K
New
$915K - $968K
7.11K $1.03M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
6.99K
+ 26.89%
$900K - $952K
33K $4.77M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.9K
New
$888K - $940K
6.9K $997K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
6.8K
+ 63.92%
$876K - $927K
17.4K $2.52M
Nov 14, 2023 Q3 2023
Symmetry Investments LP

BUY
 -
6.6K
+ 42.35%
$850K - $900K
22.2K $3.21M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
6.53K
+ 29.24%
$841K - $890K
28.9K $4.17M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
6.52K
+ 29.2%
$840K - $889K
28.9K $4.17M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
6.04K
+ 23.2%
$777K - $822K
32.1K $4.63M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.02K
+ 18.13%
$775K - $820K
39.2K $5.67M
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
5.91K
+ 38.24%
$761K - $805K
21.4K $3.09M
Oct 27, 2023 Q3 2023
State Of Michigan Retirement System

BUY
 -
5.9K
+ 2.68%
$760K - $804K
226K $32.7M
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
BUY
 -
5.86K
+ 2.83%
$755K - $799K
213K $30.8M
Oct 19, 2023 Q3 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
5.86K
New
$754K - $798K
5.86K $847K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
5.85K
+ 7.35%
$754K - $797K
85.5K $12.4M
Nov 09, 2023 Q3 2023
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
5.83K
New
$751K - $794K
5.83K $843K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
5.73K
New
$737K - $780K
5.73K $828K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
5.49K
+ 59.32%
$706K - $748K
14.7K $2.13M
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
5.35K
+ 9.12%
$689K - $729K
64K $9.25M
Nov 06, 2023 Q3 2023
Wall Capital Group, Inc.

BUY
 -
5.19K
+ 20.16%
$668K - $707K
30.9K $4.47M
Oct 27, 2023 Q3 2023
Lee Danner & Bass Inc

BUY
 -
5.15K
New
$663K - $702K
5.15K $744K
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.14K
New
$662K - $701K
5.14K $743K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
5.14K
+ 35.13%
$661K - $700K
19.8K $2.86M
Nov 14, 2023 Q3 2023
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
5.03K
+ 9.51%
$647K - $685K
57.9K $8.37M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
5.02K
+ 110.48%
$646K - $684K
9.56K $1.38M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
4.87K
New
$626K - $663K
4.87K $703K
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
4.7K
+ 11.16%
$605K - $640K
46.8K $6.76M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
4.69K
New
$604K - $639K
4.69K $678K
Oct 25, 2023 Q3 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
4.66K
+ 11.01%
$600K - $635K
47K $6.79M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
4.65K
+ 20.87%
$598K - $633K
26.9K $3.89M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
4.62K
+ 7.85%
$594K - $629K
63.5K $9.17M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
4.57K
+ 58.44%
$588K - $622K
12.4K $1.79M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.48K
+ 107.95%
$577K - $611K
8.63K $1.25M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
4.39K
+ 7.23%
$566K - $599K
65.2K $9.42M
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
BUY
 -
4.37K
New
$563K - $596K
4.37K $632K
Oct 13, 2023 Q3 2023
Brave Asset Management Inc

BUY
 -
4.34K
+ 3.76%
$559K - $592K
120K $17.3M
Oct 25, 2023 Q3 2023
Pachira Investments Inc.

BUY
 -
4.23K
+ 17.44%
$545K - $577K
28.5K $4.12M
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
4.2K
+ 23.95%
$541K - $573K
21.8K $3.14M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
4.09K
+ 31.61%
$527K - $557K
17K $2.46M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
4.02K
+ 63.43%
$517K - $548K
10.4K $1.5M
Oct 25, 2023 Q3 2023
Bnc Wealth Management, LLC

BUY
 -
3.9K
+ 65.23%
$501K - $531K
9.87K $1.43M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
3.88K
+ 5.88%
$499K - $528K
69.8K $10.1M
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
3.79K
+ 0.69%
$487K - $516K
556K $80.4M
Oct 10, 2023 Q3 2023
Long Run Wealth Advisors, LLC

BUY
 -
3.72K
+ 5.09%
$479K - $506K
76.7K $11.1M
Nov 14, 2023 Q3 2023
Elevatus Welath Management

Victor, NY
BUY
 -
3.69K
New
$475K - $503K
3.69K $533K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.67K
+ 6.53%
$472K - $500K
59.9K $8.66M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
3.64K
+ 3.71%
$468K - $495K
102K $14.7M

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