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 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3.55KNew |
$437K - $484K
|
3.55K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.5K+ 3.93% |
$431K - $477K
|
92.6K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.49KNew |
$430K - $476K
|
3.49K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.49K+ 28.29% |
$430K - $476K
|
15.8K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.48K+ 38.85% |
$428K - $474K
|
12.4K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.46K+ 58.88% |
$426K - $472K
|
9.33K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
3.44KNew |
$424K - $469K
|
3.44K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.43K+ 1.77% |
$422K - $468K
|
197K
$28.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.4K+ 6.01% |
$419K - $464K
|
60.1K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.36K+ 0.28% |
$414K - $458K
|
1.22M
$176M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.36K+ 24.49% |
$413K - $458K
|
17.1K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$410K - $455K
|
3.33K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.3K+ 2.46% |
$407K - $451K
|
138K
$19.9M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.3K+ 2.46% |
$407K - $451K
|
138K
$19.9M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.29K+ 13.41% |
$405K - $448K
|
27.8K
$4.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.16KNew |
$389K - $430K
|
3.16K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.12KNew |
$384K - $425K
|
3.12K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.08K+ 22.42% |
$380K - $420K
|
16.8K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
3.06K+ 19.06% |
$377K - $417K
|
19.1K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
3.05K+ 6.99% |
$375K - $416K
|
46.7K
$6.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
3.04KNew |
$374K - $414K
|
3.04K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.02K+ 5.89% |
$372K - $412K
|
54.3K
$7.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3K+ 303.96% |
$369K - $409K
|
3.98K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$365K - $405K
|
2.97K
$428K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2.93KNew |
$361K - $399K
|
2.93K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.86KNew |
$352K - $390K
|
2.86K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.84K+ 71.62% |
$350K - $387K
|
6.81K
$982K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 4.33% |
$344K - $381K
|
67.2K
$9.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.76K+ 146.28% |
$339K - $376K
|
4.64K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.74K+ 12.78% |
$338K - $374K
|
24.2K
$3.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$335K - $371K
|
2.72K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.7K+ 5.41% |
$333K - $368K
|
52.6K
$7.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2.7K+ 2783.51% |
$332K - $368K
|
2.8K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.69KNew |
$331K - $366K
|
2.69K
$388K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63KNew |
$323K - $358K
|
2.63K
$379K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.63K+ 12.2% |
$323K - $358K
|
24.1K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.59KNew |
$318K - $353K
|
2.59K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.58K+ 858.33% |
$317K - $351K
|
2.88K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$315K - $349K
|
2.56K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.54KNew |
$313K - $347K
|
2.54K
$367K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.54K+ 30.47% |
$313K - $347K
|
10.9K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$312K - $346K
|
2.53K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
2.53KNew |
$311K - $344K
|
2.53K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$309K - $343K
|
2.51K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.5KNew |
$308K - $341K
|
2.5K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.45K+ 2.41% |
$302K - $335K
|
104K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.44K+ 60.16% |
$300K - $333K
|
6.5K
$937K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
2.44K+ 108.26% |
$300K - $333K
|
4.69K
$677K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.42KNew |
$297K - $329K
|
2.42K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.41K+ 9.15% |
$297K - $329K
|
28.8K
$4.16M
|