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
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
3.62K
+ 140.69%
$466K - $493K
6.19K $909K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
3.61K
+ 7.47%
$465K - $492K
52K $7.63M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
3.61K
New
$465K - $492K
3.61K $530K
Nov 01, 2023 Q3 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
3.6K
+ 10.69%
$464K - $491K
37.3K $5.48M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
3.6K
+ 966.4%
$463K - $490K
3.97K $582K
Nov 13, 2023 Q3 2023
Retirement Capital Strategies

BUY
 -
3.58K
+ 130.8%
$460K - $487K
6.31K $926K
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
3.51K
New
$451K - $478K
3.51K $515K
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
3.49K
New
$449K - $475K
3.49K $512K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.38K
+ 21.82%
$435K - $460K
18.8K $2.77M
Nov 14, 2023 Q3 2023
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
3.36K
+ 38.57%
$432K - $457K
12.1K $1.77M
Nov 14, 2023 Q3 2023
Aaf Wealth Management, LLC

BUY
 -
3.3K
+ 6.14%
$425K - $450K
57K $8.37M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.25K
New
$419K - $443K
3.25K $478K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.25K
+ 2.29%
$419K - $443K
145K $21.3M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
3.25K
+ 4.92%
$418K - $443K
69.3K $10.2M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
3.24K
New
$417K - $441K
3.24K $476K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
3.22K
+ 17.88%
$414K - $438K
21.2K $3.11M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
3.17K
New
$408K - $432K
3.17K $466K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
3.07K
+ 55.17%
$395K - $419K
8.64K $1.27M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.06K
+ 13.73%
$394K - $417K
25.4K $3.72M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
3.06K
New
$393K - $416K
3.06K $449K
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
3.04K
+ 4.83%
$392K - $414K
66.1K $9.7M
Oct 12, 2023 Q3 2023
G&S Capital LLC

BUY
 -
3.03K
+ 21.95%
$390K - $413K
16.8K $2.47M
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
3.02K
+ 7.86%
$388K - $411K
41.4K $6.08M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
3.01K
New
$388K - $411K
3.01K $443K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3K
+ 9.12%
$386K - $409K
35.9K $5.27M
Oct 24, 2023 Q3 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
2.95K
+ 6.27%
$379K - $401K
49.9K $7.33M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.89K
+ 4.45%
$373K - $394K
68K $9.98M
Nov 07, 2023 Q3 2023
Leuthold Group, LLC

BUY
 -
2.89K
+ 12.31%
$372K - $394K
26.4K $3.88M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
2.88K
New
$371K - $392K
2.88K $423K
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
2.84K
New
$366K - $387K
2.84K $417K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
2.84K
+ 85.11%
$365K - $386K
6.17K $905K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.83K
+ 11.44%
$365K - $386K
27.6K $4.05M
Oct 24, 2023 Q3 2023
Elm Partners Management LLC

BUY
 -
2.79K
New
$359K - $379K
2.79K $409K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.77K
+ 17.66%
$357K - $378K
18.5K $2.71M
Nov 09, 2023 Q3 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
2.71K
+ 14.47%
$349K - $369K
21.4K $3.15M
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
2.7K
+ 3.19%
$348K - $368K
87.3K $12.8M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
2.7K
+ 2.92%
$347K - $368K
95.1K $14M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.61K
+ 4.22%
$336K - $356K
64.4K $9.46M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
2.61K
+ 3.68%
$335K - $355K
73.3K $10.8M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
2.58K
New
$332K - $351K
2.58K $378K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.57K
+ 69.36%
$331K - $350K
6.27K $921K
Oct 11, 2023 Q3 2023
Canton Hathaway, LLC

BUY
 -
2.53K
+ 12.21%
$326K - $345K
23.2K $3.41M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
2.53K
+ 47.99%
$325K - $344K
7.79K $1.14M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
2.52K
+ 88.13%
$325K - $344K
5.39K $791K
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
2.52K
New
$324K - $343K
2.52K $370K
Nov 06, 2023 Q3 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
2.52K
+ 6.97%
$324K - $343K
38.6K $5.67M
Oct 26, 2023 Q3 2023
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
2.45K
New
$315K - $333K
2.45K $359K
Oct 10, 2023 Q3 2023
Stillwater Capital Advisors, LLC

BUY
 -
2.44K
+ 2.78%
$315K - $333K
90.4K $13.3M
Nov 14, 2023 Q3 2023
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
2.44K
+ 2.44%
$314K - $333K
103K $15.1M

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