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 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-750- 51.37% |
$92.4K - $102K
|
710
$98.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-760- 10.43% |
$93.6K - $104K
|
6.53K
$909K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-763- 9.89% |
$94K - $104K
|
6.95K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-769- 5.3% |
$94.7K - $105K
|
13.7K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-773- 1.64% |
$95.2K - $105K
|
46.4K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-804- 4.75% |
$99K - $110K
|
16.1K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-809- 18.54% |
$99.6K - $110K
|
3.55K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-810- 2.12% |
$99.7K - $110K
|
37.3K
$5.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-810- 5.26% |
$99.7K - $110K
|
14.6K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-816- 13.92% |
$100K - $111K
|
5.04K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-839- 0.52% |
$103K - $114K
|
160K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-847- 23.09% |
$104K - $116K
|
2.82K
$393K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-850- 53.13% |
$105K - $116K
|
750
$104K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-851- 5.77% |
$105K - $116K
|
13.9K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-858- 1.24% |
$106K - $117K
|
68.5K
$9.53M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-860- 23.48% |
$106K - $117K
|
2.8K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-867- 99.2% |
$107K - $118K
|
7
$974
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-907- 35.98% |
$112K - $124K
|
1.61K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-912- 14.55% |
$112K - $124K
|
5.36K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-913- 17.11% |
$112K - $125K
|
4.42K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 83.35% |
$113K - $126K
|
184
$25.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-923- 6.74% |
$114K - $126K
|
12.8K
$1.78M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-943- 8.12% |
$116K - $129K
|
10.7K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-980- 0.41% |
$121K - $134K
|
235K
$32.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-984- 21.83% |
$121K - $134K
|
3.52K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-986- 30.94% |
$121K - $134K
|
2.2K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-990- 23.35% |
$122K - $135K
|
3.25K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-992- 9.42% |
$122K - $135K
|
9.54K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1K- 8.55% |
$123K - $136K
|
10.7K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.03K- 19.49% |
$126K - $140K
|
4.23K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.03K- 14.39% |
$127K - $140K
|
6.13K
$853K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 3.59% |
$128K - $141K
|
27.8K
$3.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 14.74% |
$130K - $144K
|
6.1K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.06K- 1.62% |
$130K - $144K
|
64K
$8.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.06K- 8.05% |
$131K - $145K
|
12.1K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 35.36% |
$132K - $146K
|
1.96K
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.96% |
$133K - $148K
|
11K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.09K- 21.38% |
$134K - $149K
|
4.01K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.1K- 3.51% |
$136K - $150K
|
30.3K
$4.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.12K- 34.81% |
$138K - $153K
|
2.11K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.13K- 1.62% |
$139K - $153K
|
68.5K
$9.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 39.32% |
$140K - $155K
|
1.75K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.15K- 3.53% |
$141K - $156K
|
31.2K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.15K- 0.61% |
$142K - $157K
|
188K
$26.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.15K- 93.21% |
$142K - $157K
|
84
$11.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.18K- 5.3% |
$145K - $161K
|
21.1K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 23.87% |
$146K - $161K
|
3.77K
$525K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.19K- 25.37% |
$147K - $162K
|
3.5K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.22K- 61.68% |
$150K - $166K
|
756
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 25.56% |
$150K - $166K
|
3.55K
$495K
|