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
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
597+ 0.77% |
$73.5K - $81.4K
|
78.1K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
597+ 30.03% |
$73.5K - $81.4K
|
2.59K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
593+ 11.11% |
$73K - $80.9K
|
5.93K
$825K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
588+ 95.77% |
$72.4K - $80.2K
|
1.2K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
577+ 4.18% |
$71.1K - $78.7K
|
14.4K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
573+ 33.08% |
$70.6K - $78.1K
|
2.31K
$321K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
568+ 3.23% |
$69.9K - $77.5K
|
18.2K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
567+ 9.89% |
$69.8K - $77.3K
|
6.3K
$877K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
564+ 36.46% |
$69.5K - $76.9K
|
2.11K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
564+ 14.25% |
$69.5K - $76.9K
|
4.52K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
556+ 11.11% |
$68.5K - $75.8K
|
5.56K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
555+ 16.28% |
$68.3K - $75.7K
|
3.97K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550+ 40.29% |
$67.7K - $75K
|
1.92K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
547+ 402.21% |
$67.4K - $74.6K
|
683
$95.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
532+ 0.79% |
$65.5K - $72.6K
|
68K
$9.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
531+ 2.59% |
$65.4K - $72.4K
|
21K
$2.92M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
529+ 8.58% |
$65.1K - $72.1K
|
6.69K
$932K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
521+ 6.21% |
$64.2K - $71.1K
|
8.91K
$1.24M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
505+ 25.45% |
$62.2K - $68.9K
|
2.49K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
494New |
$60.8K - $67.4K
|
494
$68.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
491+ 338.62% |
$60.5K - $67K
|
636
$88.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
482+ 10.0% |
$59.4K - $65.7K
|
5.3K
$738K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
479+ 5.12% |
$59K - $65.3K
|
9.83K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
467+ 9.86% |
$57.5K - $63.7K
|
5.2K
$724K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
466+ 9.98% |
$57.4K - $63.6K
|
5.13K
$715K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
465+ 28.32% |
$57.3K - $63.4K
|
2.11K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
459+ 13.25% |
$56.5K - $62.6K
|
3.92K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
448+ 1.53% |
$55.2K - $61.1K
|
29.8K
$4.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
445+ 17.52% |
$54.8K - $60.7K
|
2.99K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
442+ 19.63% |
$54.4K - $60.3K
|
2.69K
$375K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
434+ 25.65% |
$53.4K - $59.2K
|
2.13K
$296K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
421+ 3.76% |
$51.8K - $57.4K
|
11.6K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
418+ 20.19% |
$51.5K - $57K
|
2.49K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
418+ 8.06% |
$51.5K - $57K
|
5.61K
$780K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
417+ 20.9% |
$51.3K - $56.9K
|
2.41K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
413+ 9.84% |
$50.9K - $56.3K
|
4.61K
$642K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
409+ 9.01% |
$50.4K - $55.8K
|
4.95K
$689K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
404+ 1.63% |
$49.7K - $55.1K
|
25.2K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
400New |
$49.3K - $54.6K
|
400
$55.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
398+ 3.24% |
$49K - $54.3K
|
12.7K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
395+ 3.5% |
$48.6K - $53.9K
|
11.7K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
393+ 22.55% |
$48.4K - $53.6K
|
2.14K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
393+ 12.08% |
$48.4K - $53.6K
|
3.65K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
392+ 10.25% |
$48.3K - $53.5K
|
4.22K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
385+ 13.76% |
$47.4K - $52.5K
|
3.18K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
383New |
$47.2K - $52.2K
|
383
$53.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
371+ 83.75% |
$45.7K - $50.6K
|
814
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
367+ 16.56% |
$45.2K - $50.1K
|
2.58K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
350+ 7.91% |
$43.1K - $47.7K
|
4.77K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
343New |
$42.2K - $46.8K
|
343
$47.7K
|