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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12.1K+ 25.84% |
$1.49M - $1.65M
|
58.9K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.48M - $1.63M
|
12K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.7K+ 26.41% |
$1.45M - $1.6M
|
56.2K
$8.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
11.6KNew |
$1.43M - $1.59M
|
11.6K
$1.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.1K+ 3.19% |
$1.37M - $1.52M
|
360K
$51.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1K+ 1.48% |
$1.36M - $1.51M
|
758K
$108M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.8KNew |
$1.33M - $1.48M
|
10.8K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.6K+ 66.58% |
$1.3M - $1.45M
|
26.5K
$3.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.5K+ 11.09% |
$1.3M - $1.44M
|
106K
$15.1M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
10.5KNew |
$1.29M - $1.43M
|
10.5K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
10.4K+ 35.8% |
$1.29M - $1.42M
|
39.6K
$5.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10.3K+ 489.02% |
$1.27M - $1.4M
|
12.4K
$1.77M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$1.24M - $1.37M
|
10.1K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 15.46% |
$1.24M - $1.37M
|
74.9K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.92K+ 103.9% |
$1.22M - $1.35M
|
19.5K
$2.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9.91K+ 161.93% |
$1.22M - $1.35M
|
16K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 346.12% |
$1.22M - $1.35M
|
12.7K
$1.82M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 346.12% |
$1.22M - $1.35M
|
12.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.72KNew |
$1.2M - $1.33M
|
9.72K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.64K+ 62.89% |
$1.19M - $1.31M
|
25K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.63K+ 3.23% |
$1.19M - $1.31M
|
308K
$44M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.63K+ 11.21% |
$1.19M - $1.31M
|
95.5K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
9.47KNew |
$1.17M - $1.29M
|
9.47K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.13K+ 1.59% |
$1.12M - $1.25M
|
584K
$83.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9.1KNew |
$1.12M - $1.24M
|
9.1K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.74K+ 4.24% |
$1.08M - $1.19M
|
215K
$30.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.52K+ 303.56% |
$1.05M - $1.16M
|
11.3K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.5K+ 21.7% |
$1.05M - $1.16M
|
47.7K
$6.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.16K+ 4.15% |
$1M - $1.11M
|
205K
$29.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.09K+ 467.05% |
$997K - $1.1M
|
9.83K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8.09KNew |
$996K - $1.1M
|
8.09K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.85K+ 11.0% |
$967K - $1.07M
|
79.2K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.83K+ 162.31% |
$964K - $1.07M
|
12.7K
$1.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.75K+ 131.88% |
$954K - $1.06M
|
13.6K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.51K+ 147.95% |
$925K - $1.02M
|
12.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.31KNew |
$901K - $997K
|
7.31K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.3KNew |
$899K - $996K
|
7.3K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7.25K+ 44.16% |
$893K - $989K
|
23.7K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.15K+ 4.2% |
$880K - $975K
|
178K
$25.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7.11K+ 35.47% |
$876K - $970K
|
27.2K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.11K+ 70.32% |
$875K - $969K
|
17.2K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.03KNew |
$865K - $958K
|
7.03K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
6.98KNew |
$860K - $952K
|
6.98K
$997K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.91K+ 70.26% |
$851K - $943K
|
16.7K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.87K+ 21.9% |
$845K - $936K
|
38.2K
$5.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.81K+ 8.9% |
$839K - $929K
|
83.4K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.81KNew |
$838K - $929K
|
6.81K
$973K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.81KNew |
$838K - $928K
|
6.81K
$972K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.77K+ 15.06% |
$834K - $923K
|
51.7K
$7.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6.77KNew |
$833K - $923K
|
6.77K
$967K
|