Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 04, 2023 Q1 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
7.01K
+ 242.95%
$870K - $952K
9.89K $1.44M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7K
+ 4.41%
$870K - $951K
166K $24.1M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
6.84K
New
$849K - $928K
6.84K $996K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
6.78K
New
$841K - $920K
6.78K $987K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
6.78K
New
$841K - $920K
6.78K $987K
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
6.76K
+ 49.18%
$840K - $919K
20.5K $2.99M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
6.73K
New
$835K - $914K
6.73K $980K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
6.67K
+ 47.94%
$828K - $906K
20.6K $3M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
6.54K
+ 67.01%
$811K - $888K
16.3K $2.37M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
6.47K
+ 17.5%
$803K - $878K
43.4K $6.32M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
6.35K
New
$789K - $863K
6.35K $926K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
6.24K
+ 77.74%
$774K - $847K
14.3K $2.08M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
6.07K
+ 56.44%
$754K - $825K
16.8K $2.45M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.02K
+ 1.66%
$747K - $817K
368K $53.6M
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
6.01K
+ 273.57%
$747K - $817K
8.21K $1.2M
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
5.9K
New
$733K - $802K
5.9K $860K
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
5.88K
New
$730K - $798K
5.88K $856K
May 10, 2023 Q1 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
5.88K
New
$730K - $798K
5.88K $856K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
5.59K
New
$694K - $760K
5.59K $815K
May 15, 2023 Q1 2023
Fifth Lane Capital, LP

Austin, TX
BUY
 -
5.56K
New
$690K - $755K
5.56K $810K
May 11, 2023 Q1 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
5.35K
+ 158.41%
$664K - $727K
8.73K $1.27M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
5.28K
+ 35.18%
$656K - $717K
20.3K $2.96M
May 10, 2023 Q1 2023
Constitution Capital LLC

Shelton, CT
BUY
 -
5.23K
+ 10.39%
$649K - $710K
55.6K $8.09M
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

BUY
 -
5.23K
+ 52.25%
$649K - $710K
15.2K $2.22M
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
5.15K
+ 23.37%
$639K - $699K
27.2K $3.96M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
5.13K
New
$637K - $697K
5.13K $748K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
4.99K
New
$619K - $677K
4.99K $727K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
4.9K
+ 4.47%
$609K - $666K
115K $16.7M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
4.79K
+ 8.49%
$595K - $651K
61.2K $8.92M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
4.77K
+ 3.64%
$592K - $647K
136K $19.8M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
4.68K
+ 235.87%
$580K - $635K
6.66K $970K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.61K
+ 1.2%
$572K - $626K
390K $56.8M
Jan 29, 2025 Q1 2023
Sage Private Wealth Group, LLC

BUY
 -
4.6K
+ 10.25%
$570K - $624K
49.4K $7.2M
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
4.57K
+ 7.75%
$567K - $620K
63.5K $9.25M
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
4.46K
+ 50.0%
$553K - $605K
13.4K $1.95M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
4.41K
+ 13.63%
$547K - $598K
36.7K $5.35M
May 12, 2023 Q1 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
4.39K
+ 47.03%
$545K - $596K
13.7K $2M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
4.37K
+ 221.12%
$542K - $593K
6.34K $923K
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
4.34K
+ 726.09%
$539K - $590K
4.94K $720K
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
4.28K
+ 243.77%
$532K - $582K
6.04K $880K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.24K
+ 29.17%
$526K - $575K
18.8K $2.73M
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
4.21K
+ 3.83%
$523K - $572K
114K $16.6M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.2K
+ 27.25%
$521K - $570K
19.6K $2.85M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.18K
+ 16.96%
$519K - $568K
28.8K $4.2M
May 10, 2023 Q1 2023
Banco Santander, S.A.

BUY
 -
4.16K
+ 6.42%
$517K - $565K
69K $10.1M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
4.11K
+ 53.39%
$510K - $558K
11.8K $1.72M
Apr 14, 2023 Q1 2023
Mirador Capital Partners LP

BUY
 -
4.08K
New
$506K - $554K
4.08K $594K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
4.06K
+ 8.7%
$505K - $552K
50.8K $7.39M
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
4.02K
+ 0.74%
$499K - $546K
545K $79.4M

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