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 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-55- 0.34% |
$6.83K - $7.47K
|
16.1K
$2.35M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-56- 0.14% |
$6.95K - $7.61K
|
40K
$5.83M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 3.18% |
$7.08K - $7.74K
|
1.73K
$253K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-58- 3.45% |
$7.2K - $7.88K
|
1.62K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-58- 0.97% |
$7.2K - $7.88K
|
5.9K
$859K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$7.43K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-60- 0.48% |
$7.45K - $8.15K
|
12.4K
$1.81M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-63- 1.4% |
$7.82K - $8.56K
|
4.45K
$648K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-64- 32.32% |
$7.95K - $8.69K
|
134
$19.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-65- 1.95% |
$8.07K - $8.83K
|
3.26K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-67- 0.93% |
$8.32K - $9.1K
|
7.13K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-68- 5.14% |
$8.44K - $9.24K
|
1.26K
$183K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-70- 1.09% |
$8.69K - $9.51K
|
6.37K
$927K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-70- 0.71% |
$8.69K - $9.51K
|
9.75K
$1.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-73- 18.3% |
$9.06K - $9.91K
|
326
$47.5K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-74- 2.05% |
$9.19K - $10.1K
|
3.53K
$514K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 1.85% |
$9.31K - $10.2K
|
3.99K
$580K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-75- 4.3% |
$9.31K - $10.2K
|
1.67K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-78- 3.31% |
$9.68K - $10.6K
|
2.28K
$332K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-82- 0.53% |
$10.2K - $11.1K
|
15.3K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-83- 2.0% |
$10.3K - $11.3K
|
4.07K
$593K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-84- 2.53% |
$10.4K - $11.4K
|
3.24K
$471K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-85- 2.34% |
$10.6K - $11.5K
|
3.54K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-87- 0.99% |
$10.8K - $11.8K
|
8.69K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-88- 2.15% |
$10.9K - $12K
|
4K
$583K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-91- 40.27% |
$11.3K - $12.4K
|
135
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-91- 25.63% |
$11.3K - $12.4K
|
264
$38.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-95- 3.73% |
$11.8K - $12.9K
|
2.45K
$357K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-95- 0.55% |
$11.8K - $12.9K
|
17K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-95- 1.78% |
$11.8K - $12.9K
|
5.25K
$765K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-97- 3.65% |
$12K - $13.2K
|
2.56K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-97- 0.53% |
$12K - $13.2K
|
18.3K
$2.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-98- 4.88% |
$12.2K - $13.3K
|
1.91K
$279K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 3.16% |
$12.4K - $13.6K
|
3.07K
$447K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-103Closed |
$12.8K - $14K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-105- 0.88% |
$13K - $14.3K
|
11.9K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-105- 0.71% |
$13K - $14.3K
|
14.8K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-106- 4.14% |
$13.2K - $14.4K
|
2.45K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-108- 58.06% |
$13.4K - $14.7K
|
78
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-108- 14.36% |
$13.4K - $14.7K
|
644
$93.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 7.71% |
$13.5K - $14.8K
|
1.3K
$190K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-111Closed |
$13.8K - $15.1K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-113- 2.7% |
$14K - $15.3K
|
4.08K
$594K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 6.5% |
$14K - $15.3K
|
1.63K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-113- 2.23% |
$14K - $15.3K
|
4.96K
$723K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-114- 0.22% |
$14.2K - $15.5K
|
52.9K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-114- 1.34% |
$14.2K - $15.5K
|
8.37K
$1.22M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-119- 0.56% |
$14.8K - $16.2K
|
21.1K
$3.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-119- 2.14% |
$14.8K - $16.2K
|
5.43K
$792K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-121- 32.35% |
$15K - $16.4K
|
253
$36.9K
|