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 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-298- 4.49% |
$36.7K - $40.6K
|
6.34K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-300- 18.98% |
$36.9K - $40.9K
|
1.28K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-303- 1.4% |
$37.3K - $41.3K
|
21.4K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-305- 1.35% |
$37.6K - $41.6K
|
22.2K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-306- 0.99% |
$37.7K - $41.7K
|
30.6K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-315- 18.55% |
$38.8K - $43K
|
1.38K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-319- 0.33% |
$39.3K - $43.5K
|
96.9K
$13.7M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-326- 3.9% |
$40.1K - $44.5K
|
8.03K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-327- 2.75% |
$40.3K - $44.6K
|
11.6K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-328- 1.35% |
$40.4K - $44.7K
|
23.9K
$3.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-332- 8.96% |
$40.9K - $45.3K
|
3.38K
$476K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-335- 3.73% |
$41.3K - $45.7K
|
8.65K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-336- 2.01% |
$41.4K - $45.8K
|
16.4K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-338- 0.42% |
$41.6K - $46.1K
|
81K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-343- 5.45% |
$42.2K - $46.8K
|
5.95K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-359- 4.23% |
$44.2K - $49K
|
8.14K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-372- 3.72% |
$45.8K - $50.7K
|
9.64K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-374- 8.13% |
$46.1K - $51K
|
4.22K
$596K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-375- 8.72% |
$46.2K - $51.1K
|
3.93K
$554K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-375- 11.46% |
$46.2K - $51.1K
|
2.9K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-375- 5.15% |
$46.2K - $51.1K
|
6.9K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-375- 16.7% |
$46.2K - $51.1K
|
1.87K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-376- 12.32% |
$46.3K - $51.3K
|
2.68K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-379- 1.27% |
$46.7K - $51.7K
|
29.4K
$4.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-384- 2.54% |
$47.3K - $52.4K
|
14.7K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-387- 1.73% |
$47.7K - $52.8K
|
22K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-391- 4.0% |
$48.1K - $53.3K
|
9.38K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-394- 2.38% |
$48.5K - $53.7K
|
16.2K
$2.28M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-400- 7.17% |
$49.3K - $54.6K
|
5.18K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-412- 46.19% |
$50.7K - $56.2K
|
480
$67.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-414- 4.15% |
$51K - $56.5K
|
9.56K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-418- 7.98% |
$51.5K - $57K
|
4.82K
$679K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-418- 7.98% |
$51.5K - $57K
|
4.82K
$679K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-423- 1.35% |
$52.1K - $57.7K
|
30.9K
$4.36M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-424- 13.14% |
$52.2K - $57.8K
|
2.8K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-424- 5.61% |
$52.2K - $57.8K
|
7.13K
$1.01M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-425- 13.8% |
$52.3K - $58K
|
2.66K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-425- 17.35% |
$52.3K - $58K
|
2.03K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-427- 2.89% |
$52.6K - $58.2K
|
14.3K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-437- 13.08% |
$53.8K - $59.6K
|
2.91K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-444- 4.99% |
$54.7K - $60.6K
|
8.45K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-448- 0.85% |
$55.2K - $61.1K
|
52.2K
$7.35M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-448- 4.5% |
$55.2K - $61.1K
|
9.51K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-452- 15.92% |
$55.7K - $61.6K
|
2.39K
$337K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-456- 0.62% |
$56.2K - $62.2K
|
73.2K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-459- 7.19% |
$56.5K - $62.6K
|
5.93K
$836K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-460- 2.48% |
$56.6K - $62.7K
|
18.1K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-461- 16.47% |
$56.8K - $62.9K
|
2.34K
$330K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-464- 31.04% |
$57.1K - $63.3K
|
1.03K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-466- 0.39% |
$57.4K - $63.6K
|
119K
$16.8M
|