Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 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
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
253
+ 4.7%
$31.4K - $34.4K
5.63K $828K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
248
+ 0.7%
$30.8K - $33.7K
35.5K $5.22M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
242
+ 31.97%
$30K - $32.9K
999 $147K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
240
+ 13.8%
$29.8K - $32.6K
1.98K $291K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
235
+ 2.24%
$29.2K - $31.9K
10.7K $1.57M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
232
New
$28.8K - $31.5K
232 $34.1K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
231
+ 3.59%
$28.7K - $31.4K
6.67K $981K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
228
+ 4.58%
$28.3K - $31K
5.2K $765K
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
226
+ 1.06%
$28.1K - $30.7K
21.6K $3.17M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
226
+ 0.29%
$28.1K - $30.7K
78.4K $11.5M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
219
+ 8.42%
$27.2K - $29.7K
2.82K $415K
May 02, 2023 Q1 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
218
+ 0.67%
$27.1K - $29.6K
32.8K $4.82M
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
217
+ 2.88%
$26.9K - $29.5K
7.75K $1.14M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
215
+ 0.06%
$26.7K - $29.2K
345K $50.8M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
215
+ 8.81%
$26.7K - $29.2K
2.66K $390K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
214
+ 6.67%
$26.6K - $29.1K
3.42K $503K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
214
+ 6.14%
$26.6K - $29.1K
3.7K $544K
May 02, 2023 Q1 2023
Magnolia Capital Management LTD

BUY
 -
210
+ 1.07%
$26.1K - $28.5K
19.8K $2.92M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
202
+ 7.2%
$25.1K - $27.4K
3.01K $442K
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
201
+ 1.23%
$25K - $27.3K
16.5K $2.42M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
200
+ 8.9%
$24.8K - $27.2K
2.45K $360K
May 01, 2023 Q1 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
199
+ 7.12%
$24.7K - $27K
2.99K $440K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
199
+ 12.62%
$24.7K - $27K
1.78K $261K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
197
+ 10.92%
$24.5K - $26.8K
2K $294K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
197
+ 1.39%
$24.5K - $26.8K
14.4K $2.12M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
197
+ 0.92%
$24.5K - $26.8K
21.7K $3.19M
May 03, 2023 Q1 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
196
+ 0.92%
$24.3K - $26.6K
21.5K $3.16M
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
195
+ 19.48%
$24.2K - $26.5K
1.2K $176K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
192
+ 7.09%
$23.8K - $26.1K
2.9K $426K
May 09, 2023 Q1 2023
Russell Investments Group, Ltd.

BUY
 -
192
New
$23.8K - $26.1K
192 $28.2K
May 09, 2023 Q1 2023
Belmont Capital, LLC

BUY
 -
190
+ 195.88%
$23.6K - $25.8K
287 $42.2K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
189
+ 2.11%
$23.5K - $25.7K
9.16K $1.35M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
187
New
$23.2K - $25.4K
187 $27.5K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
186
+ 1.22%
$23.1K - $25.3K
15.4K $2.27M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
185
+ 10.04%
$23K - $25.1K
2.03K $298K
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
182
+ 2.17%
$22.6K - $24.7K
8.58K $1.26M
Apr 05, 2023 Q1 2023
Lowe Wealth Advisors, LLC

BUY
 -
180
+ 4.86%
$22.3K - $24.4K
3.88K $570K
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
180
+ 7.74%
$22.3K - $24.4K
2.51K $368K
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
171
+ 2442.86%
$21.2K - $23.2K
178 $26.2K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
168
+ 5.16%
$20.9K - $22.8K
3.42K $503K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
168
+ 1.81%
$20.9K - $22.8K
9.47K $1.39M
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
167
+ 1.08%
$20.7K - $22.7K
15.6K $2.29M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
166
+ 4.88%
$20.6K - $22.5K
3.57K $525K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
165
+ 4.52%
$20.5K - $22.4K
3.82K $561K
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
162
+ 10.45%
$20.1K - $22K
1.71K $252K
May 11, 2023 Q1 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
159
+ 4.87%
$19.7K - $21.6K
3.42K $503K
May 03, 2023 Q1 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
155
+ 5.05%
$19.2K - $21.1K
3.22K $474K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
151
+ 5.47%
$18.7K - $20.5K
2.91K $428K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
150
+ 1.74%
$18.6K - $20.4K
8.76K $1.29M

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