Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31MNew |
$284M - $315M
|
2.31M
$321M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15M+ 8.52% |
$142M - $157M
|
14.7M
$2.04B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
909K+ 8.17% |
$112M - $124M
|
12M
$1.67B
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
766K+ 37.23% |
$94.3M - $104M
|
2.82M
$392M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
594K+ 37.92% |
$73.1M - $81M
|
2.16M
$300M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
521K+ 8.07% |
$64.1M - $71M
|
6.97M
$968M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
406KNew |
$50M - $55.4M
|
406K
$56.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
379K+ 7.25% |
$46.6M - $51.6M
|
5.6M
$778M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
360K+ 3389.42% |
$44.4M - $49.1M
|
371K
$51.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
300KNew |
$37M - $41M
|
300K
$41.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
290KNew |
$35.7M - $39.6M
|
290K
$40.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
263K+ 176.34% |
$32.4M - $35.9M
|
412K
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
255K+ 7.8% |
$31.4M - $34.7M
|
3.52M
$489M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
255K+ 10.81% |
$31.4M - $34.7M
|
2.61M
$363M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
251KNew |
$30.9M - $34.2M
|
251K
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
242K+ 546.15% |
$29.8M - $33M
|
287K
$39.8M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
237K+ 7.1% |
$29.2M - $32.4M
|
3.58M
$497M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
218K+ 3.28% |
$26.9M - $29.7M
|
6.87M
$955M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
217K+ 1212.08% |
$26.8M - $29.6M
|
235K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
215K+ 1488.84% |
$26.5M - $29.3M
|
230K
$31.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 1.71% |
$24.9M - $27.6M
|
12M
$1.67B
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
189K+ 300.16% |
$23.3M - $25.8M
|
252K
$35M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
184K+ 4.26% |
$22.6M - $25.1M
|
4.5M
$625M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
170K+ 163.3% |
$20.9M - $23.1M
|
274K
$38M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
155K+ 3459.28% |
$19.1M - $21.1M
|
159K
$22.2M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
152KNew |
$18.7M - $20.7M
|
152K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
144K+ 17.69% |
$17.8M - $19.7M
|
959K
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
142K+ 269.58% |
$17.5M - $19.3M
|
194K
$27M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
141K+ 3.57% |
$17.4M - $19.3M
|
4.1M
$569M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
137K+ 3.63% |
$16.9M - $18.7M
|
3.92M
$544M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
137KNew |
$16.8M - $18.6M
|
137K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
123K+ 82.65% |
$15.2M - $16.8M
|
272K
$37.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
122K+ 101.62% |
$15M - $16.6M
|
242K
$33.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
117K+ 24.44% |
$14.4M - $15.9M
|
595K
$82.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
116K+ 355.15% |
$14.3M - $15.8M
|
148K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
115K+ 124.64% |
$14.2M - $15.7M
|
208K
$28.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
114KNew |
$14.1M - $15.6M
|
114K
$15.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
111K+ 681.08% |
$13.7M - $15.2M
|
128K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
105K+ 11.58% |
$12.9M - $14.3M
|
1.01M
$140M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
101K+ 16.68% |
$12.4M - $13.8M
|
706K
$98.1M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
97.2KNew |
$12M - $13.3M
|
97.2K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.6K+ 12.31% |
$11.5M - $12.8M
|
853K
$119M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
90.2K+ 1425.88% |
$11.1M - $12.3M
|
96.6K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
87K+ 977.72% |
$10.7M - $11.9M
|
95.9K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
82.7KNew |
$10.2M - $11.3M
|
82.7K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
82.3K+ 224.52% |
$10.1M - $11.2M
|
119K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
75.5K+ 406.65% |
$9.3M - $10.3M
|
94.1K
$13.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
72KNew |
$8.87M - $9.82M
|
72K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72K+ 5.12% |
$8.86M - $9.81M
|
1.48M
$205M
|
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
68.3KNew |
$8.41M - $9.32M
|
68.3K
$9.49M
|