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 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
336+ 210.0% |
$41.4K - $45.8K
|
496
$69K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
336+ 1.6% |
$41.4K - $45.8K
|
21.4K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
327+ 1.9% |
$40.3K - $44.6K
|
17.6K
$2.45M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
319New |
$39.3K - $43.5K
|
319
$44.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$38.7K - $42.8K
|
314
$43.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
311+ 9.0% |
$38.3K - $42.4K
|
3.77K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
311+ 2.32% |
$38.3K - $42.4K
|
13.7K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
307+ 16.09% |
$37.8K - $41.9K
|
2.22K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
306+ 3.11% |
$37.7K - $41.7K
|
10.2K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
304+ 3.1% |
$37.4K - $41.5K
|
10.1K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
304+ 1.97% |
$37.4K - $41.5K
|
15.7K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
303+ 3.53% |
$37.3K - $41.3K
|
8.89K
$1.24M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
302+ 0.72% |
$37.2K - $41.2K
|
42K
$5.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300+ 576.92% |
$36.9K - $40.9K
|
352
$49K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
300New |
$36.9K - $40.9K
|
300
$41.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
294New |
$36.2K - $40.1K
|
294
$40.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
289+ 2.37% |
$35.6K - $39.4K
|
12.5K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$34.8K - $38.6K
|
283
$39.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
283+ 0.9% |
$34.8K - $38.6K
|
31.6K
$4.4M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
280New |
$34.5K - $38.2K
|
280
$39K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
273+ 6.24% |
$33.6K - $37.2K
|
4.65K
$647K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
267+ 0.89% |
$32.9K - $36.4K
|
30.3K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
266+ 5.48% |
$32.8K - $36.3K
|
5.12K
$713K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
265+ 8.93% |
$32.6K - $36.1K
|
3.23K
$450K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
261+ 0.1% |
$32.1K - $35.6K
|
266K
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
258+ 6.94% |
$31.8K - $35.2K
|
3.98K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
256+ 1.36% |
$31.5K - $34.9K
|
19.1K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
255+ 0.86% |
$31.4K - $34.8K
|
30.1K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
254+ 3.06% |
$31.3K - $34.6K
|
8.56K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
250+ 7.19% |
$30.8K - $34.1K
|
3.73K
$519K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
247+ 6.72% |
$30.4K - $33.7K
|
3.92K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
244+ 8.9% |
$30K - $33.3K
|
2.99K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 5.02% |
$29.4K - $32.6K
|
5K
$696K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
230+ 6.16% |
$28.3K - $31.4K
|
3.97K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
230+ 9.08% |
$28.3K - $31.4K
|
2.76K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
230New |
$28.3K - $31.4K
|
230
$32K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 7.07% |
$28.2K - $31.2K
|
3.47K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
224+ 116.67% |
$27.6K - $30.5K
|
416
$57.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
224New |
$27.6K - $30.5K
|
224
$31.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
223+ 8.09% |
$27.5K - $30.4K
|
2.98K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
221+ 12.5% |
$27.2K - $30.1K
|
1.99K
$277K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
208+ 12.44% |
$25.6K - $28.4K
|
1.88K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
208+ 1.05% |
$25.6K - $28.4K
|
20.1K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
206+ 7.73% |
$25.4K - $28.1K
|
2.87K
$400K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
203+ 2.89% |
$25K - $27.7K
|
7.23K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
200+ 2.46% |
$24.6K - $27.3K
|
8.34K
$1.16M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 4.93% |
$24.6K - $27.3K
|
4.25K
$592K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
199+ 11.01% |
$24.5K - $27.1K
|
2.01K
$279K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
199+ 19900.0% |
$24.5K - $27.1K
|
200
$27.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
197New |
$24.3K - $26.9K
|
197
$27.4K
|