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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 33.5% |
$123K - $136K
|
3.99K
$555K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
977+ 25.19% |
$120K - $133K
|
4.86K
$676K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
973+ 4.28% |
$120K - $133K
|
23.7K
$3.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
953+ 5.9% |
$117K - $130K
|
17.1K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
949+ 3.83% |
$117K - $129K
|
25.7K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
920+ 15.78% |
$113K - $125K
|
6.75K
$940K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
916+ 5.26% |
$113K - $125K
|
18.3K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
914New |
$113K - $125K
|
914
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
914New |
$113K - $125K
|
914
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
911+ 6.3% |
$112K - $124K
|
15.4K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
907+ 43.15% |
$112K - $124K
|
3.01K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
903+ 198.9% |
$111K - $123K
|
1.36K
$189K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
895+ 4.73% |
$110K - $122K
|
19.8K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
879+ 25.09% |
$108K - $120K
|
4.38K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
877+ 4.74% |
$108K - $120K
|
19.4K
$2.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
876+ 3.03% |
$108K - $119K
|
29.8K
$4.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
876+ 3.03% |
$108K - $119K
|
29.7K
$4.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
867+ 1.38% |
$107K - $118K
|
63.7K
$8.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
854+ 1.56% |
$105K - $116K
|
55.5K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
851+ 1.59% |
$105K - $116K
|
54.4K
$7.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
848+ 28.29% |
$104K - $116K
|
3.85K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
840+ 5.87% |
$103K - $115K
|
15.1K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
836+ 13.64% |
$103K - $114K
|
6.96K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
828+ 9.54% |
$102K - $113K
|
9.51K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
818+ 20.29% |
$101K - $112K
|
4.85K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
818+ 2.31% |
$101K - $112K
|
36.2K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
809New |
$99.6K - $110K
|
809
$113K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
805+ 39.87% |
$99.1K - $110K
|
2.82K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
790+ 22.77% |
$97.3K - $108K
|
4.26K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
779+ 0.32% |
$95.9K - $106K
|
245K
$34.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
768+ 2.25% |
$94.6K - $105K
|
34.9K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
763+ 8.22% |
$94K - $104K
|
10K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
756+ 2.17% |
$93.1K - $103K
|
35.5K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
745+ 5.84% |
$91.7K - $102K
|
13.5K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
744+ 14.53% |
$91.6K - $101K
|
5.87K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
737+ 1.73% |
$90.8K - $101K
|
43.4K
$6.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
731+ 43.33% |
$90K - $99.7K
|
2.42K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
700+ 48.58% |
$86.2K - $95.5K
|
2.14K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
685+ 4.51% |
$84.4K - $93.4K
|
15.9K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
679+ 27.49% |
$83.6K - $92.6K
|
3.15K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
677+ 13.86% |
$83.4K - $92.3K
|
5.56K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
673+ 8.84% |
$82.9K - $91.8K
|
8.29K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
667+ 1.72% |
$82.1K - $91K
|
39.5K
$5.49M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
664+ 1.96% |
$81.8K - $90.6K
|
34.5K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
662+ 11.23% |
$81.5K - $90.3K
|
6.56K
$913K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
627+ 8.86% |
$77.2K - $85.5K
|
7.71K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
627New |
$77.2K - $85.5K
|
627
$87.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
625+ 22.31% |
$77K - $85.2K
|
3.43K
$477K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
620+ 5.95% |
$76.3K - $84.6K
|
11K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
600+ 408.16% |
$73.9K - $81.8K
|
747
$104K
|