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
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
1.61K
+ 3.02%
$207K - $219K
55K $7.94M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1.61K
+ 1.85%
$207K - $219K
88.2K $12.7M
Oct 10, 2023 Q3 2023
Client First Capital LLC

BUY
 -
1.59K
+ 3.34%
$205K - $217K
49.3K $7.12M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
1.59K
New
$205K - $217K
1.59K $230K
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

BUY
 -
1.58K
+ 2.53%
$204K - $216K
64.2K $9.28M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.58K
New
$203K - $215K
1.58K $228K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
1.57K
+ 12.93%
$202K - $214K
13.7K $1.98M
Nov 03, 2023 Q3 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
1.54K
+ 0.91%
$198K - $209K
170K $24.6M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
1.52K
+ 12.28%
$195K - $206K
13.9K $2M
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
1.49K
+ 11.48%
$192K - $203K
14.5K $2.1M
Oct 10, 2023 Q3 2023
Parkside Investments, LLC

BUY
 -
1.43K
+ 1.73%
$183K - $194K
83.7K $12.1M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.42K
+ 1.86%
$182K - $193K
77.5K $11.2M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.41K
+ 5.66%
$182K - $192K
26.3K $3.81M
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
1.4K
+ 45.79%
$180K - $190K
4.45K $643K
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.39K
+ 8.16%
$179K - $190K
18.5K $2.67M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.39K
+ 158.51%
$179K - $189K
2.26K $327K
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.38K
+ 39.42%
$178K - $188K
4.88K $706K
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
1.37K
+ 3.24%
$177K - $187K
43.8K $6.33M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.34K
+ 4.46%
$173K - $183K
31.4K $4.53M
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.34K
+ 9.75%
$172K - $182K
15K $2.17M
Nov 08, 2023 Q3 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
1.33K
+ 4.07%
$171K - $181K
33.9K $4.9M
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

BUY
 -
1.29K
+ 3.2%
$166K - $176K
41.7K $6.03M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.28K
+ 15.32%
$165K - $174K
9.63K $1.39M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
1.28K
+ 42.18%
$164K - $174K
4.3K $622K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
1.27K
+ 3.8%
$163K - $172K
34.6K $5M
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
1.26K
+ 1.74%
$162K - $172K
73.6K $10.6M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
1.25K
+ 22.82%
$161K - $170K
6.72K $971K
Nov 07, 2023 Q3 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
1.21K
+ 44.12%
$156K - $165K
3.96K $572K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
1.21K
+ 38.15%
$156K - $165K
4.38K $633K
Oct 10, 2023 Q3 2023
Goal Fusion Wealth Management, LLC

BUY
 -
1.2K
+ 4.78%
$155K - $164K
26.4K $3.81M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.2K
+ 8.16%
$154K - $163K
15.8K $2.29M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
1.19K
+ 3.61%
$153K - $162K
34.1K $4.94M
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
1.19K
+ 2.85%
$153K - $161K
42.8K $6.18M
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
1.16K
+ 31.73%
$149K - $158K
4.82K $697K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
1.09K
+ 3.13%
$140K - $149K
35.9K $5.19M
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
1.07K
+ 3.58%
$137K - $146K
30.9K $4.46M
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
1.07K
+ 1047.06%
$137K - $146K
1.17K $169K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.06K
+ 8.75%
$137K - $145K
13.2K $1.91M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
1.05K
+ 26.92%
$135K - $143K
4.95K $715K
Oct 31, 2023 Q3 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
1.05K
+ 4.46%
$135K - $143K
24.5K $3.54M
Oct 24, 2023 Q3 2023
Cranbrook Wealth Management, LLC

BUY
 -
1.03K
+ 12.06%
$133K - $141K
9.61K $1.39M
Nov 14, 2023 Q3 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
1.03K
+ 1.34%
$132K - $140K
77.5K $11.2M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
1.01K
+ 18.44%
$130K - $138K
6.5K $939K
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
1.01K
+ 1632.26%
$130K - $138K
1.07K $155K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
996
+ 3.2%
$128K - $136K
32.2K $4.65M
Oct 16, 2023 Q3 2023
Howard Capital Management Group, LLC

BUY
 -
995
+ 1.93%
$128K - $136K
52.6K $7.6M
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
995
+ 60.38%
$128K - $136K
2.64K $382K
Oct 16, 2023 Q3 2023
Trust CO Of Oklahoma

BUY
 -
985
+ 59.84%
$127K - $134K
2.63K $380K
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
983
+ 14.19%
$127K - $134K
7.91K $1.14M

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