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 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
196+ 1.26% |
$24.1K - $26.7K
|
15.7K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
193+ 1.07% |
$23.8K - $26.3K
|
18.2K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
190New |
$23.4K - $25.9K
|
190
$26.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
190+ 27.58% |
$23.4K - $25.9K
|
879
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
190+ 5.9% |
$23.4K - $25.9K
|
3.41K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
190+ 36.19% |
$23.4K - $25.9K
|
715
$99.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
182+ 2.24% |
$22.4K - $24.8K
|
8.31K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
181+ 2.68% |
$22.3K - $24.7K
|
6.94K
$966K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
178+ 1.22% |
$21.9K - $24.3K
|
14.8K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
176+ 6.32% |
$21.7K - $24K
|
2.96K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
176+ 0.76% |
$21.7K - $24K
|
23.4K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
174+ 6.94% |
$21.4K - $23.7K
|
2.68K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
173+ 1.02% |
$21.3K - $23.6K
|
17.1K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
170+ 2.62% |
$20.9K - $23.2K
|
6.67K
$929K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
168+ 0.49% |
$20.7K - $22.9K
|
34.5K
$4.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
152+ 3.86% |
$18.7K - $20.7K
|
4.09K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
150+ 0.2% |
$18.5K - $20.5K
|
75.3K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 11.11% |
$18.5K - $20.5K
|
1.5K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
148+ 1.06% |
$18.2K - $20.2K
|
14.1K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
145+ 5.32% |
$17.9K - $19.8K
|
2.87K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
144+ 4.17% |
$17.7K - $19.6K
|
3.6K
$500K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
142+ 6.67% |
$17.5K - $19.4K
|
2.27K
$316K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
137+ 2.93% |
$16.9K - $18.7K
|
4.81K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
137+ 3.93% |
$16.9K - $18.7K
|
3.63K
$505K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
137+ 1.22% |
$16.9K - $18.7K
|
11.4K
$1.58M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
137+ 1.22% |
$16.9K - $18.7K
|
11.4K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
136+ 7.47% |
$16.7K - $18.5K
|
1.96K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
135+ 7.15% |
$16.6K - $18.4K
|
2.02K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
133New |
$16.4K - $18.1K
|
133
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
130+ 77.84% |
$16K - $17.7K
|
297
$41.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
130New |
$16K - $17.7K
|
130
$18.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
129+ 22.95% |
$15.9K - $17.6K
|
691
$96.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
124+ 1.18% |
$15.3K - $16.9K
|
10.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
117+ 0.66% |
$14.4K - $16K
|
18K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
116+ 2.08% |
$14.3K - $15.8K
|
5.7K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116New |
$14.3K - $15.8K
|
116
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 4.28% |
$14.2K - $15.7K
|
2.8K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
110New |
$13.5K - $15K
|
110
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 2.88% |
$13.5K - $15K
|
3.93K
$547K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
109+ 0.14% |
$13.4K - $14.9K
|
78.3K
$10.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
109+ 1.21% |
$13.4K - $14.9K
|
9.15K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
109+ 1.74% |
$13.4K - $14.9K
|
6.38K
$888K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
106+ 0.55% |
$13.1K - $14.5K
|
19.5K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
106+ 6.1% |
$13.1K - $14.5K
|
1.85K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 48.84% |
$12.9K - $14.3K
|
320
$44.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
104+ 4.2% |
$12.8K - $14.2K
|
2.58K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
103New |
$12.7K - $14K
|
103
$14.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
100+ 3.8% |
$12.3K - $13.6K
|
2.73K
$380K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.29% |
$12.3K - $13.6K
|
7.87K
$1.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
96+ 5.71% |
$11.8K - $13.1K
|
1.78K
$247K
|