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 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-460- 2.33% |
$57.1K - $62.5K
|
19.3K
$2.81M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-484- 17.45% |
$60.1K - $65.7K
|
2.29K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-488- 0.46% |
$60.6K - $66.3K
|
105K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-499- 4.46% |
$62K - $67.8K
|
10.7K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-500- 52.03% |
$62.1K - $67.9K
|
461
$67.1K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.0% |
$62.1K - $67.9K
|
4.5K
$655K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-506- 5.38% |
$62.8K - $68.7K
|
8.91K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-525- 19.11% |
$65.2K - $71.3K
|
2.22K
$324K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-526- 0.71% |
$65.3K - $71.4K
|
73.1K
$10.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-531- 17.38% |
$65.9K - $72.1K
|
2.53K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-531- 0.27% |
$65.9K - $72.1K
|
195K
$28.3M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-532- 9.62% |
$66K - $72.3K
|
5K
$728K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-535- 6.4% |
$66.4K - $72.7K
|
7.82K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-542- 11.33% |
$67.3K - $73.6K
|
4.24K
$618K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-550- 71.43% |
$68.3K - $74.7K
|
220
$32K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-555- 24.45% |
$68.9K - $75.4K
|
1.72K
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-559- 23.7% |
$69.4K - $75.9K
|
1.8K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-559- 14.46% |
$69.4K - $75.9K
|
3.31K
$482K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-565- 3.27% |
$70.1K - $76.7K
|
16.7K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-568- 3.35% |
$70.5K - $77.1K
|
16.4K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-570- 2.78% |
$70.8K - $77.4K
|
20K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-574- 10.28% |
$71.3K - $78K
|
5.01K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-580- 2.26% |
$72K - $78.8K
|
25K
$3.65M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-591- 3.55% |
$73.4K - $80.3K
|
16K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-610- 3.56% |
$75.7K - $82.9K
|
16.5K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-613- 11.06% |
$76.1K - $83.3K
|
4.93K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-617Closed |
$76.6K - $83.8K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-618- 13.63% |
$76.7K - $83.9K
|
3.92K
$570K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-649- 10.9% |
$80.6K - $88.1K
|
5.3K
$772K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-652- 3.54% |
$80.9K - $88.6K
|
17.8K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-656- 12.06% |
$81.4K - $89.1K
|
4.78K
$697K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-672- 3.41% |
$83.4K - $91.3K
|
19K
$2.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-697- 55.98% |
$86.5K - $94.7K
|
548
$79.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-698- 1.98% |
$86.7K - $94.8K
|
34.6K
$5.04M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-701- 17.73% |
$87K - $95.2K
|
3.25K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-715- 1.66% |
$88.8K - $97.1K
|
42.2K
$6.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-716- 12.47% |
$88.9K - $97.2K
|
5.02K
$732K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-718- 5.81% |
$89.1K - $97.5K
|
11.6K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-735- 12.18% |
$91.3K - $99.8K
|
5.3K
$772K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-745- 5.49% |
$92.5K - $101K
|
12.8K
$1.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-749- 3.51% |
$93K - $102K
|
20.6K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-758- 10.6% |
$94.1K - $103K
|
6.39K
$931K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-765- 29.36% |
$95K - $104K
|
1.84K
$268K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-765- 29.36% |
$95K - $104K
|
1.84K
$268K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-765- 29.36% |
$95K - $104K
|
1.84K
$268K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-781- 5.25% |
$97K - $106K
|
14.1K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-785- 1.25% |
$97.5K - $107K
|
62.1K
$9.04M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-809- 4.3% |
$100K - $110K
|
18K
$2.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-813- 53.88% |
$101K - $110K
|
696
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-830- 18.14% |
$103K - $113K
|
3.75K
$545K
|