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 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.48K- 33.32% |
$308K - $336K
|
4.96K
$722K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.48K- 24.51% |
$308K - $337K
|
7.64K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.49K- 31.04% |
$309K - $338K
|
5.52K
$804K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.52K- 5.78% |
$313K - $343K
|
41.2K
$5.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 9.6% |
$314K - $343K
|
23.8K
$3.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-2.59K- 10.45% |
$321K - $351K
|
22.2K
$3.23M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.64K- 12.36% |
$327K - $358K
|
18.7K
$2.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.4% |
$330K - $361K
|
108K
$15.8M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.66K- 35.98% |
$330K - $362K
|
4.74K
$690K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.69K- 40.16% |
$333K - $365K
|
4K
$583K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.69K- 1.21% |
$334K - $366K
|
220K
$32.1M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.74K- 6.18% |
$341K - $373K
|
41.6K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.77K- 35.64% |
$344K - $376K
|
5K
$728K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 74.7% |
$345K - $377K
|
940
$137K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.81K- 42.75% |
$349K - $382K
|
3.77K
$549K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.84K- 4.84% |
$353K - $386K
|
55.8K
$8.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.92K- 3.49% |
$362K - $396K
|
80.6K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.94K- 2.49% |
$364K - $399K
|
115K
$16.7M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.94KClosed |
$365K - $400K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.97K- 32.09% |
$368K - $403K
|
6.28K
$914K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.99K- 2.33% |
$371K - $406K
|
125K
$18.2M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-3.06K- 63.62% |
$380K - $416K
|
1.75K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.11K- 3.44% |
$386K - $423K
|
87.3K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.14K- 6.86% |
$390K - $426K
|
42.7K
$6.21M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.16K- 18.51% |
$392K - $429K
|
13.9K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.2K- 4.74% |
$398K - $435K
|
64.4K
$9.39M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.26K- 10.92% |
$404K - $442K
|
26.6K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.29K- 16.58% |
$408K - $447K
|
16.6K
$2.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.31K- 48.39% |
$411K - $450K
|
3.53K
$514K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 16.26% |
$411K - $450K
|
17.1K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.33K- 9.1% |
$414K - $453K
|
33.3K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.38K- 14.17% |
$420K - $459K
|
20.5K
$2.98M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.43K- 6.86% |
$426K - $466K
|
46.6K
$6.79M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.48K- 32.76% |
$432K - $472K
|
7.14K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.48K- 59.42% |
$432K - $472K
|
2.38K
$346K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.48K- 50.31% |
$432K - $472K
|
3.44K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.5K- 48.12% |
$434K - $475K
|
3.77K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.51K- 42.4% |
$435K - $476K
|
4.76K
$694K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.55K- 1.94% |
$441K - $482K
|
180K
$26.2M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.56K- 3.86% |
$441K - $483K
|
88.7K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.56K- 27.17% |
$441K - $483K
|
9.53K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.63K- 13.35% |
$451K - $494K
|
23.6K
$3.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 39.44% |
$454K - $497K
|
5.62K
$818K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.68K- 1.95% |
$457K - $500K
|
185K
$26.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.7K- 1.97% |
$459K - $502K
|
184K
$26.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.73K- 24.19% |
$463K - $507K
|
11.7K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.74K- 5.5% |
$464K - $508K
|
64.2K
$9.35M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.75K- 50.27% |
$466K - $510K
|
3.71K
$541K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4.01K- 13.66% |
$498K - $545K
|
25.3K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.04K- 28.48% |
$502K - $549K
|
10.2K
$1.48M
|