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 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 5.0% |
$124 - $136
|
21
$3.06K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.33% |
$124 - $136
|
305
$44.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.05% |
$124 - $136
|
2K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.2% |
$248 - $272
|
1K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2- 4.55% |
$248 - $272
|
42
$6.12K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5- 0.37% |
$621 - $679
|
1.36K
$198K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.01% |
$621 - $679
|
492
$71.7K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8- 0.25% |
$993 - $1.09K
|
3.17K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-8- 0.01% |
$993 - $1.09K
|
131K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8- 0.01% |
$993 - $1.09K
|
113K
$16.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9- 0.1% |
$1.12K - $1.22K
|
9.22K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-10- 0.06% |
$1.24K - $1.36K
|
15.9K
$2.31M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$1.49K - $1.63K
|
2.51K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12- 0.16% |
$1.49K - $1.63K
|
7.72K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 24.07% |
$1.61K - $1.77K
|
41
$5.97K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-13- 0.15% |
$1.61K - $1.77K
|
8.38K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.7% |
$1.86K - $2.04K
|
2.12K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16- 1.24% |
$1.99K - $2.17K
|
1.27K
$185K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-19- 0.42% |
$2.36K - $2.58K
|
4.46K
$649K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-19- 0.49% |
$2.36K - $2.58K
|
3.85K
$561K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-22- 1.11% |
$2.73K - $2.99K
|
1.96K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-23- 1.68% |
$2.86K - $3.12K
|
1.34K
$196K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-23- 0.36% |
$2.86K - $3.12K
|
6.35K
$925K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-28- 0.59% |
$3.48K - $3.8K
|
4.69K
$684K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 1.71% |
$3.72K - $4.07K
|
1.73K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 6.98% |
$3.72K - $4.07K
|
400
$58.3K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31- 1.67% |
$3.85K - $4.21K
|
1.83K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-31- 0.4% |
$3.85K - $4.21K
|
7.65K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 4.38% |
$4.1K - $4.48K
|
721
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-34- 0.33% |
$4.22K - $4.62K
|
10.4K
$1.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-35- 1.24% |
$4.35K - $4.75K
|
2.8K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35- 1.24% |
$4.35K - $4.75K
|
2.78K
$405K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-36- 0.53% |
$4.47K - $4.89K
|
6.77K
$986K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 0.88% |
$4.59K - $5.03K
|
4.16K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 0.06% |
$4.59K - $5.03K
|
56.9K
$8.29M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-37- 2.28% |
$4.59K - $5.03K
|
1.58K
$231K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-38- 1.15% |
$4.72K - $5.16K
|
3.25K
$474K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 0.79% |
$4.84K - $5.3K
|
4.88K
$711K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-44- 20.47% |
$5.46K - $5.98K
|
171
$24.9K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-44- 0.78% |
$5.46K - $5.98K
|
5.58K
$813K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-45- 1.8% |
$5.59K - $6.11K
|
2.45K
$357K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-47- 1.75% |
$5.84K - $6.38K
|
2.64K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-47- 34.56% |
$5.84K - $6.38K
|
89
$13K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 3.54% |
$6.21K - $6.79K
|
1.36K
$198K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 33.33% |
$6.21K - $6.79K
|
100
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-50- 1.38% |
$6.21K - $6.79K
|
3.58K
$522K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-51- 0.63% |
$6.33K - $6.93K
|
8.05K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-52- 1.45% |
$6.46K - $7.06K
|
3.53K
$514K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-53- 0.85% |
$6.58K - $7.2K
|
6.21K
$905K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-55- 1.13% |
$6.83K - $7.47K
|
4.82K
$702K
|