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 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-34- 1.04% |
$4.19K - $4.64K
|
3.23K
$449K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 26.92% |
$4.31K - $4.77K
|
95
$13.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-36- 0.67% |
$4.43K - $4.91K
|
5.37K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-36- 1.66% |
$4.43K - $4.91K
|
2.14K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-39- 0.93% |
$4.8K - $5.32K
|
4.15K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-40- 0.28% |
$4.93K - $5.46K
|
14.1K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-40- 0.44% |
$4.93K - $5.46K
|
9.1K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-42- 0.96% |
$5.17K - $5.73K
|
4.32K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-44- 1.78% |
$5.42K - $6K
|
2.42K
$337K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-47- 0.48% |
$5.79K - $6.41K
|
9.83K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-50- 2.05% |
$6.16K - $6.82K
|
2.39K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 1.07% |
$6.16K - $6.82K
|
4.62K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 19.84% |
$6.16K - $6.82K
|
202
$28.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-51- 12.88% |
$6.28K - $6.96K
|
345
$48K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-51- 2.64% |
$6.28K - $6.96K
|
1.88K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-53- 0.18% |
$6.53K - $7.23K
|
29.5K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-53- 1.7% |
$6.53K - $7.23K
|
3.06K
$426K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-54- 0.08% |
$6.65K - $7.36K
|
65.8K
$9.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 11.05% |
$7.02K - $7.77K
|
459
$63.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-62- 3.35% |
$7.63K - $8.46K
|
1.79K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-65- 1.21% |
$8K - $8.86K
|
5.3K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-66- 1.41% |
$8.13K - $9K
|
4.62K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-68- 3.84% |
$8.37K - $9.27K
|
1.7K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-69- 1.79% |
$8.5K - $9.41K
|
3.78K
$526K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-70- 1.11% |
$8.62K - $9.55K
|
6.24K
$868K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-70- 0.57% |
$8.62K - $9.55K
|
12.3K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-70- 0.81% |
$8.62K - $9.55K
|
8.61K
$1.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-71- 0.14% |
$8.74K - $9.68K
|
49.7K
$6.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-74- 7.82% |
$9.11K - $10.1K
|
872
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 4.77% |
$9.24K - $10.2K
|
1.5K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-76- 20.49% |
$9.36K - $10.4K
|
295
$41.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-76- 51.01% |
$9.36K - $10.4K
|
73
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-77- 0.52% |
$9.48K - $10.5K
|
14.8K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-83- 2.46% |
$10.2K - $11.3K
|
3.29K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-83- 4.34% |
$10.2K - $11.3K
|
1.83K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-84- 1.76% |
$10.3K - $11.5K
|
4.68K
$651K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-89- 3.08% |
$11K - $12.1K
|
2.8K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-89- 4.24% |
$11K - $12.1K
|
2.01K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-90- 1.27% |
$11.1K - $12.3K
|
7.02K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-91- 14.65% |
$11.2K - $12.4K
|
530
$73.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-91- 22.92% |
$11.2K - $12.4K
|
306
$42.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-92- 3.62% |
$11.3K - $12.5K
|
2.45K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-95- 1.76% |
$11.7K - $13K
|
5.29K
$737K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-96- 0.39% |
$11.8K - $13.1K
|
24.4K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-96- 0.31% |
$11.8K - $13.1K
|
30.4K
$4.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-98- 0.48% |
$12.1K - $13.4K
|
20.4K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-99- 1.33% |
$12.2K - $13.5K
|
7.32K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 24.51% |
$12.3K - $13.6K
|
308
$42.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100- 1.34% |
$12.3K - $13.6K
|
7.34K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 0.6% |
$12.3K - $13.6K
|
16.5K
$2.3M
|