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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
95+ 6.42% |
$11.7K - $13K
|
1.58K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
94+ 5.82% |
$11.6K - $12.8K
|
1.71K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 12.9% |
$11.5K - $12.7K
|
814
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92New |
$11.3K - $12.5K
|
92
$12.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 0.04% |
$11.3K - $12.5K
|
206K
$28.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
91+ 37.76% |
$11.2K - $12.4K
|
332
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
91New |
$11.2K - $12.4K
|
91
$12.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
89+ 2.33% |
$11K - $12.1K
|
3.91K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
89+ 1.89% |
$11K - $12.1K
|
4.8K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
87+ 0.8% |
$10.7K - $11.9K
|
11K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
86+ 12.03% |
$10.6K - $11.7K
|
801
$112K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
86+ 12.03% |
$10.6K - $11.7K
|
801
$112K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
80+ 1.5% |
$9.85K - $10.9K
|
5.42K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
79+ 0.34% |
$9.73K - $10.8K
|
23.1K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
77+ 1.39% |
$9.48K - $10.5K
|
5.61K
$781K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
76+ 0.3% |
$9.36K - $10.4K
|
25.1K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
76New |
$9.36K - $10.4K
|
76
$10.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
75+ 3.38% |
$9.24K - $10.2K
|
2.29K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
75New |
$9.24K - $10.2K
|
75
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$9.24K - $10.2K
|
75
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
75+ 2.84% |
$9.24K - $10.2K
|
2.72K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
74+ 0.77% |
$9.11K - $10.1K
|
9.68K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
69+ 0.17% |
$8.5K - $9.41K
|
41.8K
$5.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
69+ 3.83% |
$8.5K - $9.41K
|
1.87K
$261K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
68+ 25.19% |
$8.37K - $9.27K
|
338
$47.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
66+ 0.5% |
$8.13K - $9K
|
13.3K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.54% |
$7.88K - $8.73K
|
4.23K
$589K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 164.1% |
$7.88K - $8.73K
|
103
$14.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
63+ 0.4% |
$7.76K - $8.59K
|
15.7K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
63+ 0.63% |
$7.76K - $8.59K
|
10.1K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
62+ 1.83% |
$7.63K - $8.46K
|
3.46K
$481K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
61+ 0.29% |
$7.51K - $8.32K
|
20.9K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
55+ 1.94% |
$6.77K - $7.5K
|
2.89K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
55+ 2.51% |
$6.77K - $7.5K
|
2.24K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
51+ 268.42% |
$6.28K - $6.96K
|
70
$9.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
49+ 0.84% |
$6.03K - $6.68K
|
5.88K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49+ 3.72% |
$6.03K - $6.68K
|
1.37K
$190K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
47+ 0.94% |
$5.79K - $6.41K
|
5.06K
$704K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
46+ 12.57% |
$5.66K - $6.27K
|
412
$57.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
46+ 2.32% |
$5.66K - $6.27K
|
2.03K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
45+ 1.73% |
$5.54K - $6.14K
|
2.65K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
44+ 0.39% |
$5.42K - $6K
|
11.3K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
43+ 1.32% |
$5.3K - $5.86K
|
3.29K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
42+ 2.41% |
$5.17K - $5.73K
|
1.78K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
40+ 10.44% |
$4.93K - $5.46K
|
423
$58.9K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
39New |
$4.8K - $5.32K
|
39
$5.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
38+ 0.45% |
$4.68K - $5.18K
|
8.48K
$1.18M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
37+ 0.31% |
$4.56K - $5.05K
|
11.8K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
36+ 0.84% |
$4.43K - $4.91K
|
4.34K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
36+ 0.1% |
$4.43K - $4.91K
|
36.8K
$5.12M
|