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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 4.2% |
$263K - $291K
|
48.6K
$6.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-2.14K- 2.43% |
$264K - $292K
|
86.1K
$12M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.16K- 7.38% |
$266K - $295K
|
27.1K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.17K- 32.6% |
$267K - $296K
|
4.48K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.17K- 14.59% |
$267K - $296K
|
12.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.2K- 2.27% |
$270K - $299K
|
94.6K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.2K- 25.86% |
$271K - $301K
|
6.32K
$880K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.23K- 49.69% |
$275K - $304K
|
2.26K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.28K- 56.02% |
$281K - $311K
|
1.79K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.29K- 10.51% |
$281K - $312K
|
19.5K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.29K- 7.74% |
$282K - $312K
|
27.3K
$3.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.36K- 99.87% |
$290K - $321K
|
3
$418
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.4K- 7.46% |
$295K - $327K
|
29.7K
$4.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.47K- 9.44% |
$304K - $336K
|
23.6K
$3.29M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-2.48K- 29.12% |
$306K - $338K
|
6.04K
$841K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-2.5K- 2.99% |
$308K - $341K
|
81.2K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.52K- 7.26% |
$310K - $343K
|
32.1K
$4.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.54K- 84.21% |
$313K - $346K
|
476
$66.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.57K- 5.81% |
$317K - $351K
|
41.7K
$5.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.64K- 17.56% |
$326K - $361K
|
12.4K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2.65K- 0.48% |
$326K - $361K
|
554K
$77.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.71K- 1.62% |
$334K - $370K
|
165K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.73K- 35.32% |
$337K - $373K
|
5K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.8K- 1.96% |
$345K - $382K
|
141K
$19.6M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.83K- 4.36% |
$349K - $386K
|
62K
$8.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 27.57% |
$354K - $392K
|
7.56K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.9K- 10.23% |
$357K - $395K
|
25.4K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.91K- 4.48% |
$358K - $397K
|
62K
$8.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.93K- 2.9% |
$361K - $399K
|
98.2K
$13.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.94K- 19.81% |
$362K - $401K
|
11.9K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.98K- 14.2% |
$367K - $407K
|
18K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.01K- 9.35% |
$371K - $410K
|
29.2K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.05K- 5.61% |
$376K - $417K
|
51.4K
$7.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.06K- 9.75% |
$376K - $417K
|
28.3K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-3.16K- 9.37% |
$390K - $432K
|
30.6K
$4.26M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.18K- 65.52% |
$391K - $433K
|
1.67K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.2K- 39.38% |
$394K - $436K
|
4.92K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.22K- 42.62% |
$396K - $439K
|
4.33K
$603K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.26K- 1.35% |
$402K - $445K
|
238K
$33.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.32K- 33.4% |
$408K - $452K
|
6.61K
$921K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.34K- 56.48% |
$411K - $455K
|
2.57K
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.34K- 54.15% |
$411K - $455K
|
2.83K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.37K- 25.74% |
$414K - $459K
|
9.71K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 9.35% |
$416K - $461K
|
32.7K
$4.56M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.54K- 33.91% |
$436K - $483K
|
6.9K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.55K- 11.77% |
$437K - $484K
|
26.6K
$3.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.58K- 2.85% |
$440K - $488K
|
122K
$17M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.65K- 37.04% |
$450K - $498K
|
6.21K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.71K- 16.53% |
$457K - $506K
|
18.7K
$2.61M
|