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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.44K- 3.78% |
$179K - $195K
|
36.6K
$5.33M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 5.57% |
$179K - $196K
|
24.4K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.44K- 11.46% |
$179K - $196K
|
11.1K
$1.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.47K- 18.78% |
$182K - $200K
|
6.35K
$926K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.47K- 9.1% |
$183K - $200K
|
14.7K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.48K- 5.08% |
$184K - $201K
|
27.6K
$4.02M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.48K- 3.0% |
$184K - $201K
|
47.9K
$6.98M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 0.78% |
$185K - $203K
|
189K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 23.0% |
$187K - $205K
|
5.04K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 79.16% |
$188K - $205K
|
398
$58K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.52K- 11.09% |
$188K - $206K
|
12.2K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.53K- 17.71% |
$190K - $207K
|
7.1K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.55K- 12.7% |
$192K - $210K
|
10.6K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.56K- 7.93% |
$194K - $212K
|
18.1K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.61K- 2.41% |
$199K - $218K
|
65K
$9.47M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.61K- 2.03% |
$199K - $218K
|
77.5K
$11.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.64K- 4.77% |
$203K - $222K
|
32.6K
$4.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.67KClosed |
$207K - $227K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.67K- 10.21% |
$207K - $227K
|
14.7K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 2.73% |
$211K - $230K
|
60.5K
$8.82M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 0.93% |
$217K - $238K
|
186K
$27.1M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.75K- 9.44% |
$218K - $238K
|
16.8K
$2.45M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.79K- 2.37% |
$222K - $243K
|
73.6K
$10.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.79K- 2.71% |
$222K - $243K
|
64.3K
$9.37M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.81K- 25.64% |
$225K - $246K
|
5.25K
$765K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.82K- 11.12% |
$226K - $247K
|
14.5K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.83K- 34.99% |
$227K - $249K
|
3.4K
$496K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.85K- 33.94% |
$229K - $251K
|
3.6K
$524K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.86K- 15.72% |
$231K - $253K
|
9.98K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.88K- 0.3% |
$233K - $255K
|
623K
$90.8M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.9K- 2.26% |
$236K - $259K
|
82.5K
$12M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.91K- 10.46% |
$237K - $260K
|
16.4K
$2.38M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.96K- 25.67% |
$243K - $266K
|
5.66K
$824K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.96K- 24.04% |
$244K - $267K
|
6.2K
$904K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.98K- 13.79% |
$245K - $268K
|
12.3K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2K- 18.23% |
$248K - $272K
|
8.97K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.04K- 28.36% |
$253K - $277K
|
5.14K
$749K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.12K- 29.26% |
$263K - $288K
|
5.12K
$746K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.14K- 15.46% |
$266K - $291K
|
11.7K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.15K- 32.31% |
$267K - $292K
|
4.5K
$656K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.15K- 51.75% |
$267K - $292K
|
2.01K
$292K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.2K- 2.96% |
$273K - $298K
|
71.9K
$10.5M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.2K- 2.96% |
$273K - $298K
|
71.9K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.2K- 94.46% |
$273K - $299K
|
129
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.2K- 33.37% |
$273K - $299K
|
4.39K
$639K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.22K- 44.55% |
$275K - $301K
|
2.76K
$402K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.25K- 54.88% |
$279K - $306K
|
1.85K
$269K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.38K- 4.05% |
$295K - $323K
|
56.3K
$8.2M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 31.89% |
$297K - $325K
|
5.12K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.46K- 34.82% |
$305K - $334K
|
4.6K
$670K
|