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 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-251- 15.3% |
$31.2K - $34.1K
|
1.39K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-257- 9.49% |
$31.9K - $34.9K
|
2.45K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-260- 1.64% |
$32.3K - $35.3K
|
15.6K
$2.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-264- 4.45% |
$32.8K - $35.9K
|
5.68K
$842K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-270- 14.32% |
$33.5K - $36.7K
|
1.62K
$240K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-273- 3.88% |
$33.9K - $37.1K
|
6.77K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-278- 1.55% |
$34.5K - $37.8K
|
17.7K
$2.63M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-280- 1.29% |
$34.8K - $38K
|
21.4K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-283- 14.25% |
$35.1K - $38.4K
|
1.7K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-285- 5.51% |
$35.4K - $38.7K
|
4.89K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-287- 10.48% |
$35.6K - $39K
|
2.45K
$364K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-290- 11.01% |
$36K - $39.4K
|
2.35K
$348K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 16.59% |
$37K - $40.5K
|
1.5K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-299- 2.93% |
$37.1K - $40.6K
|
9.91K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 58.48% |
$37.2K - $40.7K
|
213
$31.6K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-300- 8.54% |
$37.2K - $40.7K
|
3.21K
$477K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-300- 5.73% |
$37.2K - $40.7K
|
4.94K
$733K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-306- 4.3% |
$38K - $41.6K
|
6.81K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-312- 1.24% |
$38.7K - $42.4K
|
24.9K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-314- 4.72% |
$39K - $42.6K
|
6.34K
$941K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-315- 2.91% |
$39.1K - $42.8K
|
10.5K
$1.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-316- 1.69% |
$39.2K - $42.9K
|
18.4K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-316- 51.38% |
$39.2K - $42.9K
|
299
$44.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-318- 0.12% |
$39.5K - $43.2K
|
274K
$40.7M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$26K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-326- 10.19% |
$40.5K - $44.3K
|
2.87K
$427K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-334- 9.7% |
$41.5K - $45.4K
|
3.11K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-334- 5.57% |
$41.5K - $45.4K
|
5.66K
$841K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-339- 1.49% |
$42.1K - $46K
|
22.4K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-346- 16.66% |
$43K - $47K
|
1.73K
$257K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-346- 10.93% |
$43K - $47K
|
2.82K
$419K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-350- 33.11% |
$43.5K - $47.5K
|
707
$105K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-363- 5.18% |
$45.1K - $49.3K
|
6.65K
$987K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-370- 1.75% |
$45.9K - $50.3K
|
20.8K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-375- 5.04% |
$46.6K - $50.9K
|
7.06K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-379- 18.21% |
$47.1K - $51.5K
|
1.7K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-393- 14.86% |
$48.8K - $53.4K
|
2.25K
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-397- 12.12% |
$49.3K - $53.9K
|
2.88K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-397- 1.3% |
$49.3K - $53.9K
|
30.1K
$4.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-400- 16.67% |
$49.7K - $54.3K
|
2K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-414- 2.1% |
$51.4K - $56.2K
|
19.3K
$2.86M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-416- 5.17% |
$51.6K - $56.5K
|
7.64K
$1.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-418- 3.19% |
$51.9K - $56.8K
|
12.7K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-425- 18.28% |
$52.8K - $57.7K
|
1.9K
$282K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-428- 12.29% |
$53.1K - $58.1K
|
3.06K
$454K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-430- 1.54% |
$53.4K - $58.4K
|
27.4K
$4.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-431- 2.43% |
$53.5K - $58.5K
|
17.3K
$2.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-445- 21.19% |
$55.2K - $60.4K
|
1.66K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-450- 3.84% |
$55.9K - $61.1K
|
11.3K
$1.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-455- 88.35% |
$56.5K - $61.8K
|
60
$8.91K
|