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 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.23K- 9.19% |
$151K - $167K
|
12.1K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.23K- 8.21% |
$151K - $168K
|
13.8K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.26K- 12.09% |
$156K - $172K
|
9.19K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.28K- 15.08% |
$158K - $175K
|
7.23K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.29K- 13.36% |
$158K - $176K
|
8.34K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.29K- 4.68% |
$159K - $176K
|
26.3K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.3K- 10.07% |
$159K - $177K
|
11.6K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.3K- 4.63% |
$160K - $177K
|
26.7K
$3.77M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.32K- 20.74% |
$162K - $180K
|
5.04K
$710K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.34K- 26.61% |
$166K - $183K
|
3.71K
$523K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 91.4% |
$168K - $186K
|
128
$18K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.37K- 1.2% |
$168K - $187K
|
113K
$15.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.39K- 33.28% |
$171K - $189K
|
2.79K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.41K- 42.3% |
$173K - $192K
|
1.92K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.42K- 9.28% |
$174K - $193K
|
13.8K
$1.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.47K- 6.78% |
$181K - $200K
|
20.2K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47K- 8.24% |
$181K - $201K
|
16.4K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.48K- 11.97% |
$182K - $201K
|
10.9K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 2.16% |
$185K - $205K
|
68.3K
$9.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.51K- 6.5% |
$186K - $206K
|
21.8K
$3.07M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.52K- 6.14% |
$187K - $207K
|
23.2K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.53K- 8.81% |
$189K - $209K
|
15.8K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 11.91% |
$197K - $218K
|
11.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.62K- 6.08% |
$199K - $220K
|
25K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 14.26% |
$199K - $221K
|
9.74K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.63K- 32.66% |
$201K - $223K
|
3.37K
$474K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.64K- 0.13% |
$202K - $224K
|
1.3M
$184M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.66K- 33.66% |
$204K - $226K
|
3.27K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.69K- 1.92% |
$208K - $230K
|
86.4K
$12.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.75K- 14.58% |
$215K - $238K
|
10.2K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 1.09% |
$217K - $240K
|
159K
$22.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.79K- 10.63% |
$220K - $244K
|
15K
$2.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.82K- 1.18% |
$224K - $249K
|
153K
$21.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.84K- 0.86% |
$227K - $251K
|
212K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.85K- 24.65% |
$227K - $252K
|
5.64K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 19.92% |
$228K - $252K
|
7.44K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.89K- 28.1% |
$232K - $257K
|
4.83K
$681K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.89K- 40.71% |
$233K - $258K
|
2.75K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 13.66% |
$236K - $261K
|
12.1K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.94K- 8.21% |
$239K - $264K
|
21.7K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.95K- 9.17% |
$240K - $265K
|
19.3K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.97K- 35.28% |
$242K - $268K
|
3.6K
$508K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.97K- 19.7% |
$243K - $269K
|
8.04K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 45.18% |
$243K - $269K
|
2.4K
$338K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.04K- 18.52% |
$251K - $278K
|
8.98K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.06K- 23.73% |
$253K - $281K
|
6.62K
$933K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.06K- 10.98% |
$254K - $281K
|
16.7K
$2.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.07K- 3.81% |
$255K - $283K
|
52.3K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 3.19% |
$258K - $285K
|
63.6K
$8.97M
|