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 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
34+ 0.09% |
$4.19K - $4.64K
|
37.4K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
32+ 0.4% |
$3.94K - $4.36K
|
7.95K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $4.36K
|
32
$4.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$3.69K - $4.09K
|
30
$4.18K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 30.0% |
$3.69K - $4.09K
|
130
$18.1K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29+ 1.75% |
$3.57K - $3.96K
|
1.69K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28+ 0.9% |
$3.45K - $3.82K
|
3.14K
$437K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
26+ 7.98% |
$3.2K - $3.55K
|
352
$49K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.12% |
$3.08K - $3.41K
|
21.1K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.45% |
$2.96K - $3.27K
|
5.38K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
24+ 1.95% |
$2.96K - $3.27K
|
1.25K
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22+ 12.29% |
$2.71K - $3K
|
201
$28K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 4.91% |
$2.59K - $2.86K
|
449
$62.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 7.89% |
$2.59K - $2.86K
|
287
$40K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$2.59K - $2.86K
|
14K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
19+ 0.3% |
$2.34K - $2.59K
|
6.31K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.23% |
$1.85K - $2.05K
|
6.43K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 0.41% |
$1.72K - $1.91K
|
3.45K
$481K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$1.72K - $1.91K
|
14
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$1.6K - $1.77K
|
13
$1.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
12+ 1.07% |
$1.48K - $1.64K
|
1.14K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
12+ 0.24% |
$1.48K - $1.64K
|
5.01K
$697K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11+ 0.24% |
$1.35K - $1.5K
|
4.52K
$629K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
10+ 0.1% |
$1.23K - $1.36K
|
9.92K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 1.75% |
$1.11K - $1.23K
|
523
$72.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$1.11K - $1.23K
|
9
$1.25K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.28% |
$985 - $1.09K
|
2.9K
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
8+ 8.42% |
$985 - $1.09K
|
103
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.31% |
$985 - $1.09K
|
2.6K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7+ 0.31% |
$862 - $955
|
2.26K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.21% |
$862 - $955
|
3.39K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.36% |
$862 - $955
|
1.93K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.17% |
$862 - $955
|
4.1K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$862 - $955
|
7
$974
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.36% |
$862 - $955
|
1.94K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.19% |
$862 - $955
|
3.62K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$616 - $682
|
2.61K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.45% |
$616 - $682
|
1.12K
$156K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.24% |
$493 - $546
|
1.66K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.13% |
$493 - $546
|
3.06K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4+ 0.24% |
$493 - $546
|
1.66K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.07% |
$493 - $546
|
6.14K
$855K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.11% |
$369 - $409
|
2.72K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$369 - $409
|
4.55K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.24% |
$369 - $409
|
1.25K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$246 - $273
|
2
$278
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 0.6% |
$246 - $273
|
338
$47.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.45% |
$246 - $273
|
450
$62.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$246 - $273
|
4.41K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.09% |
$246 - $273
|
2.34K
$326K
|