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 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6.63K+ 12.59% |
$816K - $904K
|
59.3K
$8.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
6.56K+ 62.76% |
$807K - $894K
|
17K
$2.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
6.48K+ 117.6% |
$797K - $883K
|
12K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
6.46K+ 135.07% |
$795K - $880K
|
11.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.35K+ 453.61% |
$781K - $865K
|
7.75K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.34K+ 4.16% |
$781K - $865K
|
159K
$22.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.33K+ 10.29% |
$779K - $863K
|
67.8K
$9.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.3K+ 93.2% |
$776K - $860K
|
13.1K
$1.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.24KNew |
$768K - $851K
|
6.24K
$891K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.24K+ 39.04% |
$768K - $851K
|
22.2K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.23K+ 1.23% |
$767K - $849K
|
512K
$73.1M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.21KNew |
$765K - $847K
|
6.21K
$887K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
6.2K+ 36.42% |
$764K - $846K
|
23.2K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
6.18K+ 50.6% |
$761K - $843K
|
18.4K
$2.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.13KNew |
$755K - $836K
|
6.13K
$876K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.12K+ 268.53% |
$753K - $834K
|
8.4K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6.1K+ 249.2% |
$751K - $832K
|
8.55K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
6.05KNew |
$745K - $825K
|
6.05K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.93KNew |
$730K - $809K
|
5.93K
$847K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
5.93KNew |
$730K - $808K
|
5.93K
$847K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
5.89KNew |
$726K - $804K
|
5.89K
$842K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 10.71% |
$721K - $799K
|
60.6K
$8.66M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.74K+ 15.19% |
$707K - $783K
|
43.5K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.65KNew |
$696K - $771K
|
5.65K
$808K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.64K+ 28.55% |
$695K - $769K
|
25.4K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.64KNew |
$694K - $769K
|
5.64K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.61K+ 5.12% |
$691K - $765K
|
115K
$16.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.61KNew |
$690K - $764K
|
5.61K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$685K - $759K
|
5.56K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.54KNew |
$682K - $756K
|
5.54K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$682K - $756K
|
5.54K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.5K+ 31.54% |
$678K - $750K
|
22.9K
$3.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.49K+ 44.3% |
$676K - $749K
|
17.9K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
5.46KNew |
$672K - $744K
|
5.46K
$780K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$672K - $744K
|
5.46K
$779K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.42KNew |
$668K - $739K
|
5.42K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5.4K+ 5512.24% |
$665K - $737K
|
5.5K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.38K+ 5.21% |
$663K - $734K
|
109K
$15.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.33K+ 12.81% |
$656K - $727K
|
46.9K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.31K+ 1.44% |
$654K - $724K
|
374K
$53.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.29KNew |
$652K - $722K
|
5.29K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.26KNew |
$648K - $717K
|
5.26K
$752K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.2KNew |
$640K - $709K
|
5.2K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.13K+ 3.18% |
$632K - $700K
|
166K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.09KNew |
$627K - $695K
|
5.09K
$728K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.02KNew |
$618K - $684K
|
5.02K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 339.59% |
$613K - $678K
|
6.44K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4.97K+ 127.54% |
$612K - $678K
|
8.87K
$1.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.96KNew |
$611K - $677K
|
4.96K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 6.8% |
$611K - $677K
|
77.9K
$11.1M
|