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 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 1.42% |
$12.3K - $13.6K
|
6.94K
$967K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-100- 1.52% |
$12.3K - $13.6K
|
6.47K
$901K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-101- 4.8% |
$12.4K - $13.8K
|
2.01K
$279K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-106- 1.15% |
$13.1K - $14.5K
|
9.14K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-110- 4.28% |
$13.5K - $15K
|
2.46K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 0.45% |
$13.5K - $15K
|
24.1K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-110- 6.93% |
$13.5K - $15K
|
1.48K
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-112- 0.61% |
$13.8K - $15.3K
|
18.4K
$2.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-112- 39.72% |
$13.8K - $15.3K
|
170
$23.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-115- 1.83% |
$14.2K - $15.7K
|
6.16K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-116- 2.4% |
$14.3K - $15.8K
|
4.71K
$656K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-119- 1.05% |
$14.7K - $16.2K
|
11.2K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 4.39% |
$15K - $16.6K
|
2.66K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-124- 1.03% |
$15.3K - $16.9K
|
11.9K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-128- 2.44% |
$15.8K - $17.5K
|
5.12K
$713K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-130- 1.72% |
$16K - $17.7K
|
7.45K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-130- 4.97% |
$16K - $17.7K
|
2.49K
$346K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-131- 1.64% |
$16.1K - $17.9K
|
7.88K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.57% |
$16.5K - $18.3K
|
23.3K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-134- 0.84% |
$16.5K - $18.3K
|
15.8K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-135- 8.27% |
$16.6K - $18.4K
|
1.5K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-135- 5.96% |
$16.6K - $18.4K
|
2.13K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-136- 6.45% |
$16.7K - $18.5K
|
1.97K
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-140- 3.15% |
$17.2K - $19.1K
|
4.3K
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-141- 4.85% |
$17.4K - $19.2K
|
2.77K
$385K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-143- 4.29% |
$17.6K - $19.5K
|
3.19K
$445K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-144- 3.55% |
$17.7K - $19.6K
|
3.91K
$544K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-145- 6.23% |
$17.9K - $19.8K
|
2.18K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-145- 4.16% |
$17.9K - $19.8K
|
3.34K
$465K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-147- 4.23% |
$18.1K - $20K
|
3.33K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-150- 0.52% |
$18.5K - $20.5K
|
28.8K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-151- 12.17% |
$18.6K - $20.6K
|
1.09K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 8.74% |
$18.6K - $20.6K
|
1.58K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-156- 16.37% |
$19.2K - $21.3K
|
797
$111K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-156- 16.37% |
$19.2K - $21.3K
|
797
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-157- 7.14% |
$19.3K - $21.4K
|
2.04K
$284K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-159- 2.38% |
$19.6K - $21.7K
|
6.53K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-160- 0.96% |
$19.7K - $21.8K
|
16.5K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-160- 1.92% |
$19.7K - $21.8K
|
8.16K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-164- 5.53% |
$20.2K - $22.4K
|
2.8K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-165- 2.79% |
$20.3K - $22.5K
|
5.76K
$801K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-166- 0.94% |
$20.4K - $22.6K
|
17.5K
$2.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-167- 2.31% |
$20.6K - $22.8K
|
7.06K
$982K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-169- 0.22% |
$20.8K - $23K
|
77.6K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-170- 1.46% |
$20.9K - $23.2K
|
11.5K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-171- 0.81% |
$21.1K - $23.3K
|
21K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 9.55% |
$21.5K - $23.9K
|
1.66K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-176- 2.03% |
$21.7K - $24K
|
8.49K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-182- 2.88% |
$22.4K - $24.8K
|
6.13K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-183- 24.37% |
$22.5K - $25K
|
568
$79.1K
|