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 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.7K+ 94.64% |
$209K - $231K
|
3.49K
$512K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 8.59% |
$208K - $230K
|
21.4K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 8.59% |
$208K - $230K
|
21.4K
$3.14M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.69KNew |
$208K - $230K
|
1.69K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.69KNew |
$207K - $230K
|
1.69K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.68KNew |
$207K - $229K
|
1.68K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 6.9% |
$206K - $228K
|
25.9K
$3.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.67K+ 19.31% |
$205K - $227K
|
10.3K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.67KNew |
$205K - $227K
|
1.67K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.66K+ 3.57% |
$205K - $227K
|
48.2K
$7.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.66KNew |
$205K - $227K
|
1.66K
$244K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.66KNew |
$205K - $227K
|
1.66K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 5.37% |
$204K - $226K
|
32.5K
$4.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.66K+ 12.76% |
$204K - $226K
|
14.7K
$2.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.66KNew |
$204K - $226K
|
1.66K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$204K - $226K
|
1.66K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.64KNew |
$201K - $223K
|
1.64K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.63KNew |
$201K - $223K
|
1.63K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.62K+ 5.31% |
$200K - $221K
|
32.2K
$4.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.13% |
$199K - $221K
|
28K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.62KNew |
$199K - $221K
|
1.62K
$237K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 10.18% |
$198K - $220K
|
17.4K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.61KNew |
$198K - $219K
|
1.61K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.6K+ 27.27% |
$197K - $218K
|
7.48K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6K+ 126.48% |
$197K - $218K
|
2.87K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.6K+ 10.21% |
$197K - $218K
|
17.2K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$196K - $217K
|
1.59K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.76% |
$194K - $215K
|
58.6K
$8.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 54.07% |
$192K - $212K
|
4.43K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.55KNew |
$191K - $212K
|
1.55K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.55KNew |
$190K - $211K
|
1.55K
$227K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$190K - $210K
|
1.54K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.53KNew |
$188K - $209K
|
1.53K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 3.96% |
$188K - $208K
|
40.1K
$5.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$188K - $208K
|
1.53K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 2.78% |
$188K - $208K
|
56.5K
$8.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.52KNew |
$188K - $208K
|
1.52K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$223K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.51K+ 17.88% |
$186K - $206K
|
9.96K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
1.51KNew |
$186K - $206K
|
1.51K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.51K+ 9.1% |
$186K - $206K
|
18.1K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.51KNew |
$186K - $206K
|
1.51K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.51KNew |
$185K - $205K
|
1.51K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.51KNew |
$185K - $205K
|
1.51K
$221K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.5KNew |
$185K - $205K
|
1.5K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.5KNew |
$185K - $205K
|
1.5K
$221K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.5KNew |
$185K - $205K
|
1.5K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5K+ 9.4% |
$185K - $205K
|
17.5K
$2.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.5KNew |
$184K - $204K
|
1.5K
$220K
|