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
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
64
+ 3.17%
$7.95K - $8.69K
2.08K $303K
May 11, 2023 Q1 2023
Benedict Financial Advisors Inc

BUY
 -
63
+ 0.21%
$7.82K - $8.56K
30.2K $4.4M
May 30, 2023 Q1 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
62
+ 3.09%
$7.7K - $8.42K
2.07K $301K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
60
+ 1.62%
$7.45K - $8.15K
3.76K $547K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
60
+ 2.72%
$7.45K - $8.15K
2.27K $330K
May 04, 2023 Q1 2023
Dearborn Partners LLC

BUY
 -
60
+ 3.26%
$7.45K - $8.15K
1.9K $277K
May 15, 2023 Q1 2023
Harris Associates L P

Chicago, IL
BUY
 -
60
New
$7.45K - $8.15K
60 $8.74K
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
58
+ 1.79%
$7.2K - $7.88K
3.31K $482K
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
55
+ 5.4%
$6.83K - $7.47K
1.07K $156K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
54
+ 1.59%
$6.7K - $7.33K
3.45K $502K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
52
+ 36.88%
$6.46K - $7.06K
193 $28.1K
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
50
+ 147.06%
$6.21K - $6.79K
84 $12.2K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
47
+ 23.27%
$5.84K - $6.38K
249 $36.3K
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
46
+ 0.84%
$5.71K - $6.25K
5.51K $802K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
46
+ 0.21%
$5.71K - $6.25K
22.5K $3.27M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
45
+ 1.27%
$5.59K - $6.11K
3.6K $524K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
40
+ 14.93%
$4.97K - $5.43K
308 $44.9K
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
40
+ 1.02%
$4.97K - $5.43K
3.98K $580K
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
39
+ 0.28%
$4.84K - $5.3K
14.1K $2.05M
May 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
39
+ 2.2%
$4.84K - $5.3K
1.81K $264K
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
38
+ 1.31%
$4.72K - $5.16K
2.94K $428K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
35
+ 0.63%
$4.35K - $4.75K
5.58K $813K
Apr 19, 2023 Q1 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
35
+ 1.29%
$4.35K - $4.75K
2.74K $399K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
35
+ 1.38%
$4.35K - $4.75K
2.57K $374K
May 11, 2023 Q1 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
35
+ 1.09%
$4.35K - $4.75K
3.24K $472K
Apr 21, 2023 Q1 2023
Strong Box Wealth, LLC

BUY
 -
34
+ 2.08%
$4.22K - $4.62K
1.67K $243K
May 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
33
+ 0.4%
$4.1K - $4.48K
8.38K $1.22M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
33
+ 1.21%
$4.1K - $4.48K
2.77K $403K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
33
+ 0.03%
$4.1K - $4.48K
97K $14.1M
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
33
+ 0.34%
$4.1K - $4.48K
9.69K $1.41M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
32
+ 1.05%
$3.97K - $4.35K
3.07K $447K
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
31
+ 0.71%
$3.85K - $4.21K
4.38K $637K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
30
+ 0.86%
$3.72K - $4.07K
3.5K $510K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
27
+ 0.97%
$3.35K - $3.67K
2.81K $409K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
25
+ 14.71%
$3.1K - $3.4K
195 $28.4K
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
24
+ 0.63%
$2.98K - $3.26K
3.86K $562K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
21
+ 0.04%
$2.61K - $2.85K
54.3K $7.91M
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
20
+ 0.38%
$2.48K - $2.72K
5.31K $774K
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
20
+ 0.09%
$2.48K - $2.72K
21.7K $3.16M
May 15, 2023 Q1 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
20
+ 0.98%
$2.48K - $2.72K
2.07K $302K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
19
+ 0.9%
$2.36K - $2.58K
2.12K $309K
May 08, 2023 Q1 2023
Noesis Capital Mangement Corp

BUY
 -
18
+ 0.39%
$2.23K - $2.44K
4.68K $681K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
17
+ 0.33%
$2.11K - $2.31K
5.14K $749K
May 04, 2023 Q1 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
16
+ 1.05%
$1.99K - $2.17K
1.55K $225K
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
16
+ 0.48%
$1.99K - $2.17K
3.36K $490K
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
15
+ 0.39%
$1.86K - $2.04K
3.85K $560K
May 11, 2023 Q1 2023
Marco Investment Management LLC

BUY
 -
15
+ 0.21%
$1.86K - $2.04K
7.02K $1.02M
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
13
+ 0.19%
$1.61K - $1.77K
6.79K $989K
Apr 24, 2023 Q1 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
12
+ 0.24%
$1.49K - $1.63K
5.06K $737K

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