Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fund Health (XLV)
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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142+ 0.74% |
$17.6K - $19.3K
|
19.4K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
140+ 6.95% |
$17.4K - $19K
|
2.15K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
139+ 3.12% |
$17.3K - $18.9K
|
4.59K
$682K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
138+ 0.79% |
$17.1K - $18.7K
|
17.7K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
133+ 1.58% |
$16.5K - $18.1K
|
8.56K
$1.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
131+ 4.31% |
$16.3K - $17.8K
|
3.17K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
128+ 0.92% |
$15.9K - $17.4K
|
14.1K
$2.1M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
127+ 2.24% |
$15.8K - $17.2K
|
5.79K
$860K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
123+ 8.2% |
$15.3K - $16.7K
|
1.62K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120+ 3.65% |
$14.9K - $16.3K
|
3.41K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
115+ 7.37% |
$14.3K - $15.6K
|
1.68K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
115+ 7.53% |
$14.3K - $15.6K
|
1.64K
$244K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
113+ 0.38% |
$14K - $15.3K
|
29.7K
$4.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
110+ 3.27% |
$13.7K - $14.9K
|
3.47K
$515K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
110+ 0.12% |
$13.7K - $14.9K
|
94.2K
$14M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
108+ 16.77% |
$13.4K - $14.7K
|
752
$112K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
106+ 0.94% |
$13.2K - $14.4K
|
11.4K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
104+ 2.36% |
$12.9K - $14.1K
|
4.51K
$670K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$12.4K - $13.6K
|
100
$14.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
99+ 10.53% |
$12.3K - $13.4K
|
1.04K
$154K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
98+ 0.27% |
$12.2K - $13.3K
|
37.1K
$5.5M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
95+ 2.51% |
$11.8K - $12.9K
|
3.88K
$576K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
94+ 1.82% |
$11.7K - $12.8K
|
5.27K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
94+ 3.8% |
$11.7K - $12.8K
|
2.57K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
94+ 0.38% |
$11.7K - $12.8K
|
25.1K
$3.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
92+ 3.01% |
$11.4K - $12.5K
|
3.15K
$468K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
90New |
$11.2K - $12.2K
|
90
$13.4K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
90+ 2.63% |
$11.2K - $12.2K
|
3.51K
$521K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
90+ 3.69% |
$11.2K - $12.2K
|
2.53K
$376K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
89+ 16.82% |
$11K - $12.1K
|
618
$91.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
88+ 1.84% |
$10.9K - $12K
|
4.88K
$724K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
88+ 3.23% |
$10.9K - $12K
|
2.81K
$417K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
86+ 4.62% |
$10.7K - $11.7K
|
1.95K
$289K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
86+ 4.62% |
$10.7K - $11.7K
|
1.95K
$289K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
85+ 1.1% |
$10.6K - $11.5K
|
7.83K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
85+ 1.24% |
$10.6K - $11.5K
|
6.94K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
85+ 3.18% |
$10.6K - $11.5K
|
2.76K
$410K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
83+ 3.63% |
$10.3K - $11.3K
|
2.37K
$352K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
77+ 0.56% |
$9.56K - $10.5K
|
13.8K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
77New |
$9.56K - $10.5K
|
77
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
76+ 6.56% |
$9.44K - $10.3K
|
1.23K
$183K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
75+ 0.92% |
$9.31K - $10.2K
|
8.19K
$1.22M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 3.83% |
$9.31K - $10.2K
|
2.03K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
74+ 0.44% |
$9.19K - $10.1K
|
17K
$2.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
72+ 4.53% |
$8.94K - $9.78K
|
1.66K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 5.46% |
$8.81K - $9.64K
|
1.37K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
70+ 1.33% |
$8.69K - $9.51K
|
5.35K
$794K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70+ 2.09% |
$8.69K - $9.51K
|
3.42K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
67+ 1.12% |
$8.32K - $9.1K
|
6.05K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
65+ 2.8% |
$8.07K - $8.83K
|
2.38K
$354K
|