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 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.74K
+ 4.35%
$216K - $236K
41.7K $6.07M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
1.72K
New
$214K - $234K
1.72K $251K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
1.68K
New
$209K - $229K
1.68K $245K
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.64K
+ 72.84%
$204K - $223K
3.9K $568K
May 01, 2023 Q1 2023
Stillwater Capital Advisors, LLC

BUY
 -
1.63K
+ 1.93%
$203K - $222K
86.3K $12.6M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
1.63K
New
$202K - $221K
1.63K $237K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
1.62K
New
$202K - $221K
1.62K $237K
Apr 27, 2023 Q1 2023
Autumn Glory Partners, LLC

BUY
 -
1.62K
New
$201K - $219K
1.62K $235K
May 09, 2023 Q1 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
1.6K
New
$199K - $217K
1.6K $233K
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
1.59K
+ 24.85%
$197K - $216K
7.98K $1.16M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.58K
+ 5.65%
$196K - $214K
29.5K $4.3M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
1.55K
+ 2.1%
$192K - $210K
75.2K $11M
Apr 24, 2023 Q1 2023
Westbourne Investment Advisors, Inc.

BUY
 -
1.54K
+ 86.96%
$191K - $209K
3.31K $483K
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

BUY
 -
1.54K
+ 11.69%
$191K - $209K
14.7K $2.14M
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
1.52K
+ 16.81%
$189K - $207K
10.6K $1.54M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
1.51K
+ 10.42%
$187K - $205K
16K $2.33M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
1.48K
+ 5.37%
$184K - $201K
29.1K $4.23M
May 04, 2023 Q1 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
1.45K
+ 6.82%
$179K - $196K
22.6K $3.3M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.42K
+ 10.58%
$176K - $193K
14.8K $2.16M
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1.39K
+ 16.91%
$172K - $188K
9.59K $1.4M
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
1.38K
+ 9.08%
$171K - $187K
16.5K $2.41M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
1.35K
+ 53.52%
$168K - $184K
3.88K $566K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1.35K
+ 61.04%
$167K - $183K
3.56K $518K
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
1.34K
+ 75.38%
$166K - $181K
3.11K $452K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.33K
+ 6.51%
$165K - $181K
21.8K $3.18M
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
1.31K
+ 2.44%
$163K - $178K
55K $8.01M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
1.29K
+ 43.15%
$160K - $175K
4.28K $624K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.28K
+ 73.62%
$159K - $174K
3.03K $441K
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
1.28K
+ 4.71%
$159K - $174K
28.5K $4.15M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.27K
+ 9.81%
$158K - $173K
14.3K $2.08M
May 15, 2023 Q1 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
1.27K
+ 2.5%
$158K - $173K
52K $7.58M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
1.24K
+ 7.43%
$153K - $168K
17.9K $2.6M
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
1.22K
+ 3.19%
$151K - $165K
39.3K $5.72M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
1.21K
+ 8.72%
$151K - $165K
15.1K $2.2M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
1.21K
+ 5.9%
$150K - $164K
21.7K $3.17M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
1.19K
+ 3.49%
$148K - $162K
35.3K $5.14M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
1.18K
+ 8.28%
$146K - $160K
15.4K $2.24M
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
1.16K
+ 58.75%
$144K - $158K
3.14K $457K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.16K
+ 3.47%
$144K - $157K
34.5K $5.02M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
1.15K
+ 5.78%
$143K - $156K
21.1K $3.07M
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.14K
+ 26.33%
$142K - $155K
5.47K $797K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.13K
New
$140K - $153K
1.13K $164K
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
1.11K
+ 3.4%
$138K - $151K
33.8K $4.92M
May 15, 2023 Q1 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
1.09K
+ 21.28%
$135K - $148K
6.21K $905K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
1.09K
+ 3.71%
$135K - $148K
30.4K $4.42M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
1.08K
+ 4.7%
$135K - $147K
24.2K $3.52M
Apr 10, 2023 Q1 2023
Cmh Wealth Management LLC

BUY
 -
1.08K
+ 2.72%
$134K - $147K
40.9K $5.96M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.08K
+ 673.75%
$134K - $146K
1.24K $180K
Apr 24, 2023 Q1 2023
Tru Independence LLC

BUY
 -
1.07K
+ 9.17%
$133K - $145K
12.7K $1.85M

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