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
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.73K- 24.81% |
$460K - $509K
|
11.3K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.77K- 11.3% |
$464K - $513K
|
29.5K
$4.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.77K- 10.5% |
$464K - $514K
|
32.1K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-3.8K- 62.92% |
$468K - $518K
|
2.24K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 49.6% |
$469K - $520K
|
3.87K
$546K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.83K- 26.09% |
$471K - $522K
|
10.8K
$1.53M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.83K- 26.09% |
$471K - $522K
|
10.8K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 9.56% |
$471K - $522K
|
36.2K
$5.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.88K- 11.02% |
$477K - $529K
|
31.3K
$4.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.92K- 7.96% |
$483K - $535K
|
45.3K
$6.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-4.05K- 7.65% |
$498K - $552K
|
48.8K
$6.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.08K- 4.77% |
$503K - $557K
|
81.4K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4.1K- 37.22% |
$504K - $558K
|
6.91K
$974K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.14K- 32.42% |
$509K - $564K
|
8.62K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.15K- 21.67% |
$511K - $566K
|
15K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 26.83% |
$517K - $572K
|
11.4K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-4.35K- 9.38% |
$535K - $593K
|
42K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.37K- 32.28% |
$539K - $597K
|
9.18K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.38K- 67.3% |
$539K - $597K
|
2.13K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.68K- 31.74% |
$576K - $638K
|
10.1K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.87K- 51.26% |
$599K - $664K
|
4.63K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.89K- 12.12% |
$602K - $667K
|
35.5K
$5M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.18K- 29.52% |
$638K - $706K
|
12.4K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.21K- 66.85% |
$641K - $710K
|
2.58K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.22K- 28.74% |
$642K - $711K
|
12.9K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.29K- 16.64% |
$651K - $721K
|
26.5K
$3.73M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.6K- 52.42% |
$690K - $764K
|
5.08K
$717K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.61K- 56.56% |
$691K - $765K
|
4.31K
$608K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.66K- 54.7% |
$697K - $772K
|
4.69K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.67K- 12.98% |
$698K - $774K
|
38K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.68K- 21.19% |
$699K - $774K
|
21.1K
$2.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.75K- 3.68% |
$708K - $784K
|
151K
$21.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.82K- 29.89% |
$716K - $793K
|
13.6K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.87K- 41.94% |
$722K - $800K
|
8.12K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.87K- 30.24% |
$723K - $801K
|
13.5K
$1.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.92K- 0.95% |
$729K - $808K
|
619K
$87.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.93K- 20.45% |
$730K - $808K
|
23.1K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6.02K- 47.09% |
$741K - $821K
|
6.76K
$953K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.14K- 1.26% |
$757K - $838K
|
481K
$67.8M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.14K- 1.26% |
$757K - $838K
|
481K
$67.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.18K- 78.06% |
$760K - $842K
|
1.74K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-6.19K- 33.14% |
$763K - $845K
|
12.5K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.42K- 1.79% |
$791K - $876K
|
352K
$49.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 21.51% |
$808K - $895K
|
23.9K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.08K- 22.09% |
$872K - $966K
|
25K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-7.57K- 14.55% |
$932K - $1.03M
|
44.4K
$6.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.64K- 9.87% |
$941K - $1.04M
|
69.8K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.94K- 7.61% |
$977K - $1.08M
|
96.4K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.01K- 6.73% |
$986K - $1.09M
|
111K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.11K- 2.5% |
$999K - $1.11M
|
316K
$44.6M
|