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 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-473- 2.04% |
$58.2K - $64.5K
|
22.7K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-475- 0.75% |
$58.5K - $64.8K
|
63K
$8.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-483- 0.97% |
$59.5K - $65.9K
|
49.4K
$6.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-497- 4.87% |
$61.2K - $67.8K
|
9.71K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-501- 17.05% |
$61.7K - $68.3K
|
2.44K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-505- 7.84% |
$62.2K - $68.9K
|
5.93K
$836K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-509- 5.66% |
$62.7K - $69.4K
|
8.49K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-511- 95.51% |
$62.9K - $69.7K
|
24
$3.38K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-515- 11.07% |
$63.4K - $70.2K
|
4.14K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-515- 2.97% |
$63.4K - $70.2K
|
16.8K
$2.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-516- 0.19% |
$63.5K - $70.4K
|
269K
$37.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-517- 1.85% |
$63.7K - $70.5K
|
27.4K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-524- 5.36% |
$64.5K - $71.5K
|
9.26K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-532- 4.51% |
$65.5K - $72.6K
|
11.3K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-539- 9.45% |
$66.4K - $73.5K
|
5.16K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-539- 79.85% |
$66.4K - $73.5K
|
136
$19.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-552- 0.49% |
$68K - $75.3K
|
112K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-554- 15.69% |
$68.2K - $75.6K
|
2.98K
$420K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-555- 7.42% |
$68.3K - $75.7K
|
6.92K
$976K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-555- 7.51% |
$68.3K - $75.7K
|
6.84K
$964K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-558- 16.23% |
$68.7K - $76.1K
|
2.88K
$406K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-558- 3.31% |
$68.7K - $76.1K
|
16.3K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-559- 3.26% |
$68.8K - $76.2K
|
16.6K
$2.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-560- 5.03% |
$69K - $76.4K
|
10.6K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-563- 8.8% |
$69.3K - $76.8K
|
5.83K
$822K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-570- 0.35% |
$70.2K - $77.7K
|
163K
$23M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-571- 0.4% |
$70.3K - $77.9K
|
142K
$20M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-579- 15.42% |
$71.3K - $79K
|
3.18K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-581- 8.46% |
$71.5K - $79.2K
|
6.29K
$886K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-592- 1.88% |
$72.9K - $80.7K
|
31K
$4.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-598- 1.17% |
$73.6K - $81.6K
|
50.6K
$7.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-605- 9.46% |
$74.5K - $82.5K
|
5.79K
$816K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-606- 26.46% |
$74.6K - $82.6K
|
1.68K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-611- 5.04% |
$75.2K - $83.3K
|
11.5K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-614- 3.03% |
$75.6K - $83.7K
|
19.6K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-619- 1.11% |
$76.2K - $84.4K
|
55.3K
$7.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-627- 17.02% |
$77.2K - $85.5K
|
3.06K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-630- 11.48% |
$77.6K - $85.9K
|
4.86K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-644- 8.56% |
$79.3K - $87.8K
|
6.88K
$970K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-654- 12.41% |
$80.5K - $89.2K
|
4.62K
$651K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-664- 3.06% |
$81.8K - $90.6K
|
21K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-678- 3.02% |
$83.5K - $92.5K
|
21.8K
$3.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-680- 4.94% |
$83.7K - $92.7K
|
13.1K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-684- 2.84% |
$84.2K - $93.3K
|
23.4K
$3.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-703- 1.03% |
$86.6K - $95.9K
|
67.5K
$9.52M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-704- 8.15% |
$86.7K - $96K
|
7.93K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-738- 31.4% |
$90.9K - $101K
|
1.61K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-745- 25.86% |
$91.7K - $102K
|
2.14K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-746- 1.75% |
$91.9K - $102K
|
42K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-746- 3.46% |
$91.9K - $102K
|
20.8K
$2.94M
|