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 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
2.43K
+ 78.63%
$312K - $330K
5.51K $809K
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
2.41K
+ 60.64%
$310K - $328K
6.39K $938K
Oct 18, 2023 Q3 2023
Measured Wealth Private Client Group, LLC

BUY
 -
2.39K
+ 3.23%
$308K - $326K
76.4K $11.2M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.38K
+ 4.86%
$306K - $324K
51.3K $7.53M
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.36K
+ 22.16%
$304K - $322K
13K $1.91M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
2.31K
New
$298K - $315K
2.31K $340K
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
2.31K
+ 14.01%
$298K - $315K
18.8K $2.76M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
2.31K
+ 38.27%
$297K - $315K
8.34K $1.22M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
2.27K
+ 9.99%
$292K - $309K
25K $3.67M
Oct 19, 2023 Q3 2023
Sfg Wealth Management, Llc.

BUY
 -
2.26K
+ 4.16%
$291K - $308K
56.7K $8.32M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
2.21K
+ 26.57%
$285K - $301K
10.5K $1.55M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.17K
+ 156.39%
$279K - $295K
3.55K $521K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
2.12K
+ 10.14%
$273K - $289K
23.1K $3.39M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
2.11K
New
$271K - $287K
2.11K $309K
Nov 13, 2023 Q3 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
2.09K
New
$269K - $285K
2.09K $307K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
2.08K
+ 54.19%
$268K - $284K
5.92K $869K
Nov 03, 2023 Q3 2023
Stack Financial Management, Inc

BUY
 -
2.06K
New
$265K - $281K
2.06K $303K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
2.04K
+ 6.58%
$262K - $278K
33K $4.84M
Nov 09, 2023 Q3 2023
Econ Financial Services Corp

BUY
 -
2.04K
+ 68.89%
$262K - $278K
4.99K $733K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.01K
New
$258K - $273K
2.01K $295K
Nov 06, 2023 Q3 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
2K
+ 2.65%
$257K - $272K
77.4K $11.4M
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
1.98K
New
$255K - $270K
1.98K $291K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
1.98K
+ 39.12%
$254K - $269K
7.02K $1.03M
Oct 24, 2023 Q3 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
1.94K
New
$249K - $264K
1.94K $285K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.92K
+ 10.92%
$248K - $262K
19.5K $2.87M
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
1.91K
+ 2.11%
$246K - $260K
92.5K $13.6M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
1.88K
+ 53.75%
$242K - $256K
5.38K $789K
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
1.85K
+ 82.63%
$238K - $252K
4.09K $600K
Nov 17, 2023 Q3 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.85K
+ 6.65%
$238K - $251K
29.6K $4.34M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
1.84K
+ 18.53%
$236K - $250K
11.7K $1.72M
Nov 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
1.83K
+ 11.13%
$236K - $250K
18.3K $2.69M
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
1.83K
+ 8.74%
$235K - $249K
22.7K $3.34M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
1.82K
+ 7.34%
$234K - $248K
26.6K $3.9M
Nov 13, 2023 Q3 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
1.81K
New
$233K - $247K
1.81K $266K
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.81K
New
$233K - $246K
1.81K $265K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.77K
+ 46.59%
$228K - $241K
5.57K $818K
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
1.76K
New
$226K - $239K
1.76K $258K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.74K
+ 5.66%
$224K - $237K
32.5K $4.77M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
1.73K
New
$223K - $236K
1.73K $254K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
1.73K
+ 4.34%
$223K - $236K
41.6K $6.11M
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.73K
New
$222K - $235K
1.73K $253K
Nov 15, 2023 Q3 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
1.7K
New
$219K - $232K
1.7K $250K
Oct 19, 2023 Q3 2023
Core Alternative Capital

BUY
 -
1.67K
+ 557.67%
$215K - $228K
1.97K $290K
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
1.67K
+ 6.81%
$214K - $227K
26.1K $3.83M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.66K
New
$213K - $226K
1.66K $243K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
1.64K
+ 5.51%
$211K - $223K
31.4K $4.6M
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
1.62K
+ 3.61%
$208K - $221K
46.5K $6.82M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
1.62K
New
$208K - $220K
1.62K $237K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
1.61K
New
$207K - $219K
1.61K $237K

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