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 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.75K- 50.27% |
$466K - $510K
|
3.71K
$546K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4.01K- 13.66% |
$498K - $545K
|
25.3K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.04K- 28.48% |
$502K - $549K
|
10.2K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.06K- 10.32% |
$504K - $551K
|
35.3K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.12K- 12.49% |
$511K - $559K
|
28.9K
$4.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.15K- 89.65% |
$515K - $564K
|
479
$70.4K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.22K- 61.65% |
$524K - $573K
|
2.63K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.23K- 4.54% |
$525K - $575K
|
88.9K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.3K- 5.64% |
$534K - $584K
|
72K
$10.6M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.34KClosed |
$539K - $590K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.38K- 6.42% |
$544K - $595K
|
63.9K
$9.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.71K- 18.15% |
$585K - $640K
|
21.3K
$3.12M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.73K- 87.17% |
$587K - $642K
|
696
$102K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.74K- 61.54% |
$588K - $644K
|
2.96K
$435K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.76K- 37.51% |
$590K - $646K
|
7.92K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.84K- 14.7% |
$601K - $658K
|
28.1K
$4.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.93K- 41.66% |
$612K - $669K
|
6.9K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.03K- 18.46% |
$624K - $683K
|
22.2K
$3.26M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.1K- 54.34% |
$633K - $692K
|
4.28K
$629K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.21K- 14.59% |
$647K - $708K
|
30.5K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.54K- 57.55% |
$687K - $752K
|
4.08K
$600K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.54K- 1.07% |
$688K - $752K
|
512K
$75.3M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
SELL
|
- |
-5.65K- 19.57% |
$702K - $768K
|
23.2K
$3.41M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.68K- 8.82% |
$706K - $772K
|
58.8K
$8.64M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.82K- 62.14% |
$723K - $791K
|
3.55K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.88K- 23.67% |
$730K - $799K
|
19K
$2.79M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.91K- 51.9% |
$734K - $803K
|
5.48K
$806K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-6.17K- 8.31% |
$766K - $838K
|
68.1K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.22K- 26.02% |
$772K - $845K
|
17.7K
$2.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.23K- 48.12% |
$774K - $847K
|
6.72K
$988K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-6.24K- 99.82% |
$774K - $847K
|
11
$1.62K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.41K- 22.54% |
$796K - $871K
|
22K
$3.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-6.52K- 25.85% |
$810K - $886K
|
18.7K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.61K- 8.49% |
$820K - $897K
|
71.2K
$10.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-6.74K- 8.76% |
$836K - $915K
|
70.2K
$10.3M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.81K- 39.01% |
$845K - $924K
|
10.6K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-6.85K- 9.94% |
$851K - $931K
|
62K
$9.12M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.01K- 52.48% |
$870K - $951K
|
6.34K
$933K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.03K- 19.54% |
$873K - $955K
|
28.9K
$4.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.13K- 19.01% |
$885K - $968K
|
30.4K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.16K- 70.38% |
$889K - $973K
|
3.02K
$443K
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.25K- 11.82% |
$900K - $984K
|
54K
$7.94M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.25K- 14.38% |
$900K - $985K
|
43.2K
$6.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.38K- 32.87% |
$916K - $1M
|
15.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7.43K- 12.36% |
$922K - $1.01M
|
52.7K
$7.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.6K- 99.86% |
$944K - $1.03M
|
11
$1.62K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.76K- 23.39% |
$963K - $1.05M
|
25.4K
$3.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.8K- 4.68% |
$968K - $1.06M
|
159K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.08K- 11.31% |
$1M - $1.1M
|
63.3K
$9.31M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-8.26K- 43.88% |
$1.02M - $1.12M
|
10.6K
$1.55M
|