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 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.55K- 4.87% |
$1.06M - $1.16M
|
167K
$24.3M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-8.7K- 9.95% |
$1.08M - $1.18M
|
78.7K
$11.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.16K- 14.81% |
$1.14M - $1.24M
|
52.7K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.2K- 64.8% |
$1.14M - $1.25M
|
5K
$728K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-9.48K- 64.82% |
$1.18M - $1.29M
|
5.14K
$749K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.54K- 16.44% |
$1.18M - $1.3M
|
48.5K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.54K- 4.22% |
$1.18M - $1.3M
|
216K
$31.5M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.82K- 19.23% |
$1.22M - $1.33M
|
41.3K
$6.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-9.86K- 27.84% |
$1.22M - $1.34M
|
25.6K
$3.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-9.96K- 22.56% |
$1.24M - $1.35M
|
34.2K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-10.6K- 13.46% |
$1.31M - $1.44M
|
68K
$9.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10.6K- 78.21% |
$1.31M - $1.44M
|
2.95K
$430K
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-10.6K- 84.7% |
$1.32M - $1.45M
|
1.92K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.8K- 9.45% |
$1.34M - $1.47M
|
104K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-10.9K- 65.16% |
$1.35M - $1.48M
|
5.81K
$847K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 5.97% |
$1.35M - $1.48M
|
171K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11K- 7.31% |
$1.37M - $1.5M
|
140K
$20.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.4K- 96.96% |
$1.41M - $1.54M
|
357
$52K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.6K- 68.55% |
$1.43M - $1.57M
|
5.3K
$772K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.6K- 26.46% |
$1.44M - $1.57M
|
32.2K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-11.7K- 32.87% |
$1.45M - $1.59M
|
23.9K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.9K- 29.77% |
$1.47M - $1.61M
|
28K
$4.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-12.3K- 41.58% |
$1.52M - $1.67M
|
17.2K
$2.51M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.5K- 22.15% |
$1.55M - $1.69M
|
43.8K
$6.38M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 17.16% |
$1.59M - $1.74M
|
61.8K
$9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 29.07% |
$1.59M - $1.74M
|
31.3K
$4.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.9K- 34.72% |
$1.6M - $1.75M
|
24.2K
$3.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-13.1K- 81.37% |
$1.62M - $1.78M
|
2.99K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.2K- 1.49% |
$1.64M - $1.8M
|
875K
$127M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.3K- 16.41% |
$1.65M - $1.8M
|
67.5K
$9.83M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.4K- 29.84% |
$1.66M - $1.82M
|
31.4K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.4K- 2.15% |
$1.66M - $1.82M
|
610K
$88.8M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-13.7K- 1.31% |
$1.7M - $1.87M
|
1.03M
$150M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-13.8K- 59.6% |
$1.72M - $1.88M
|
9.37K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.9K- 24.56% |
$1.72M - $1.89M
|
42.7K
$6.21M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.7K- 8.49% |
$1.82M - $1.99M
|
158K
$23M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14.7K- 29.48% |
$1.83M - $2M
|
35.2K
$5.13M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.8K- 17.63% |
$1.84M - $2.02M
|
69.3K
$10.1M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15K- 40.98% |
$1.86M - $2.03M
|
21.6K
$3.14M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-15.1K- 35.38% |
$1.88M - $2.05M
|
27.6K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.1K- 80.91% |
$1.88M - $2.05M
|
3.57K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-16K- 16.66% |
$1.99M - $2.18M
|
80.2K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-16.3K- 42.39% |
$2.03M - $2.22M
|
22.2K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.6K- 53.47% |
$2.07M - $2.26M
|
14.5K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-17K- 17.42% |
$2.11M - $2.31M
|
80.7K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-17.1K- 18.25% |
$2.12M - $2.32M
|
76.6K
$11.2M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-17.3K- 83.89% |
$2.14M - $2.35M
|
3.32K
$483K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-17.3K- 83.36% |
$2.15M - $2.35M
|
3.46K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-17.5K- 25.76% |
$2.17M - $2.37M
|
50.3K
$7.33M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.5K- 26.45% |
$2.17M - $2.37M
|
48.6K
$7.07M
|