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 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
63.3K+ 226.34% |
$7.8M - $8.64M
|
91.3K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
60.3KNew |
$7.43M - $8.23M
|
60.3K
$8.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
59.9KNew |
$7.38M - $8.17M
|
59.9K
$8.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
58.1KNew |
$7.15M - $7.92M
|
58.1K
$8.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
55.6K+ 126.39% |
$6.84M - $7.58M
|
99.5K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
54.9KNew |
$6.76M - $7.48M
|
54.9K
$7.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
53.6K+ 862.12% |
$6.6M - $7.31M
|
59.8K
$8.62M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52.2KNew |
$6.43M - $7.12M
|
52.2K
$7.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.7K+ 354.42% |
$6.24M - $6.92M
|
65K
$9.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
50.5K+ 103.59% |
$6.21M - $6.88M
|
99.2K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
46.5KNew |
$5.72M - $6.34M
|
46.5K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
46.3KNew |
$5.7M - $6.31M
|
46.3K
$6.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
44.8K+ 30.78% |
$5.51M - $6.1M
|
190K
$27.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.6KNew |
$5.37M - $5.94M
|
43.6K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
41K+ 8.98% |
$5.05M - $5.6M
|
498K
$71.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
40.8KNew |
$5.03M - $5.57M
|
40.8K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.5K+ 9.33% |
$4.99M - $5.52M
|
474K
$68.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$4.91M - $5.44M
|
39.9K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
39.1KNew |
$4.81M - $5.33M
|
39.1K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
38.7K+ 96722.5% |
$4.76M - $5.28M
|
38.7K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
38.5K+ 140.53% |
$4.74M - $5.25M
|
65.9K
$9.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 5.81% |
$4.5M - $4.99M
|
666K
$96M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
35.1K+ 149.77% |
$4.33M - $4.79M
|
58.6K
$8.45M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
34.9KNew |
$4.3M - $4.76M
|
34.9K
$5.03M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
32.7K+ 51.15% |
$4.03M - $4.46M
|
96.7K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
32.6KNew |
$4.02M - $4.45M
|
32.6K
$4.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
32.5K+ 404.24% |
$4M - $4.43M
|
40.6K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
32.5KNew |
$4M - $4.43M
|
32.5K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
31.5K+ 2002.61% |
$3.88M - $4.29M
|
33.1K
$4.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.2K+ 1126.9% |
$3.84M - $4.25M
|
33.9K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
30.9K+ 7.59% |
$3.8M - $4.21M
|
438K
$63.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
30.5K+ 1705.31% |
$3.75M - $4.16M
|
32.3K
$4.65M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.7KNew |
$3.66M - $4.05M
|
29.7K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
28.6KNew |
$3.52M - $3.9M
|
28.6K
$4.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.2K+ 26.47% |
$3.47M - $3.84M
|
135K
$19.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
28.1KNew |
$3.45M - $3.83M
|
28.1K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
27.6KNew |
$3.39M - $3.76M
|
27.6K
$3.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
27.3KNew |
$3.36M - $3.73M
|
27.3K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
27.1KNew |
$3.33M - $3.69M
|
27.1K
$3.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
27KNew |
$3.32M - $3.68M
|
27K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.8K+ 17.91% |
$3.31M - $3.66M
|
177K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.7K+ 458.93% |
$3.28M - $3.64M
|
32.5K
$4.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.6K+ 37.17% |
$3.28M - $3.63M
|
98.3K
$14.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.6K+ 37.17% |
$3.28M - $3.63M
|
98.3K
$14.2M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.4KNew |
$3.25M - $3.6M
|
26.4K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.3KNew |
$3.23M - $3.58M
|
26.3K
$3.79M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
26.1KNew |
$3.21M - $3.56M
|
26.1K
$3.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
24.3K+ 283.33% |
$2.99M - $3.31M
|
32.8K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
24.2KNew |
$2.99M - $3.31M
|
24.2K
$3.5M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
24.2K+ 10.7% |
$2.98M - $3.3M
|
250K
$36.1M
|