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
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
1.07K
+ 92.3%
$132K - $145K
2.22K $330K
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
1.07K
+ 43.46%
$132K - $145K
3.52K $523K
Nov 27, 2023 Q1 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
1.06K
New
$132K - $145K
1.06K $158K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
1.06K
New
$132K - $144K
1.06K $158K
Apr 18, 2023 Q1 2023
Flagship Private Wealth, LLC

BUY
 -
1.05K
+ 5.48%
$130K - $142K
20.2K $3M
Apr 24, 2023 Q1 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
1.04K
+ 0.68%
$129K - $142K
154K $22.9M
Apr 20, 2023 Q1 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.04K
+ 4.46%
$129K - $141K
24.4K $3.62M
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
1.03K
+ 9.69%
$128K - $140K
11.7K $1.73M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
1.03K
+ 34.76%
$128K - $140K
3.99K $592K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
1.02K
+ 5.16%
$127K - $139K
20.8K $3.09M
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
1.01K
+ 9.48%
$126K - $137K
11.7K $1.73M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
1K
+ 0.57%
$124K - $136K
177K $26.2M
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
1K
+ 18.73%
$124K - $136K
6.34K $941K
May 08, 2023 Q1 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
1K
+ 8.13%
$124K - $136K
13.3K $1.97M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
990
+ 7.49%
$123K - $134K
14.2K $2.11M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
950
+ 443.93%
$118K - $129K
1.16K $173K
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
947
+ 2.91%
$118K - $129K
33.5K $4.97M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
943
+ 34.5%
$117K - $128K
3.68K $546K
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
917
+ 17.1%
$114K - $125K
6.28K $932K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
915
New
$114K - $124K
915 $136K
Apr 19, 2023 Q1 2023
Carderock Capital Management Inc

BUY
 -
900
New
$112K - $122K
900 $134K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
888
+ 4.49%
$110K - $121K
20.6K $3.07M
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

BUY
 -
875
+ 5.9%
$109K - $119K
15.7K $2.33M
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
871
+ 5.45%
$108K - $118K
16.9K $2.5M
May 05, 2023 Q1 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
859
+ 8.72%
$107K - $117K
10.7K $1.59M
Apr 12, 2023 Q1 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
848
+ 7.61%
$105K - $115K
12K $1.78M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
833
+ 26.84%
$103K - $113K
3.94K $584K
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
831
+ 39.27%
$103K - $113K
2.95K $437K
May 11, 2023 Q1 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
827
+ 49.94%
$103K - $112K
2.48K $369K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
816
+ 6.7%
$101K - $111K
13K $1.93M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
801
New
$99.4K - $109K
801 $119K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
789
+ 5.28%
$98K - $107K
15.7K $2.34M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
788
+ 5.3%
$97.8K - $107K
15.7K $2.32M
Apr 21, 2023 Q1 2023
Bnc Wealth Management, LLC

BUY
 -
775
+ 4.77%
$96.2K - $105K
17K $2.53M
May 12, 2023 Q1 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
769
+ 6.09%
$95.5K - $104K
13.4K $1.99M
Apr 20, 2023 Q1 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
768
+ 4.48%
$95.3K - $104K
17.9K $2.66M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
768
+ 4.82%
$95.3K - $104K
16.7K $2.48M
Apr 25, 2023 Q1 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
745
+ 4.63%
$92.5K - $101K
16.8K $2.5M
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
742
+ 5.2%
$92.1K - $101K
15K $2.23M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
738
+ 4.17%
$91.6K - $100K
18.4K $2.74M
Apr 19, 2023 Q1 2023
Horizon Financial Services, LLC

BUY
 -
736
+ 10.33%
$91.4K - $100K
7.86K $1.17M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
735
+ 33.36%
$91.3K - $99.8K
2.94K $436K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
718
+ 8.03%
$89.1K - $97.5K
9.66K $1.43M
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
700
+ 18.26%
$86.9K - $95.1K
4.53K $673K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
696
+ 5.77%
$86.4K - $94.5K
12.8K $1.89M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
695
+ 102.36%
$86.3K - $94.4K
1.37K $204K
Apr 26, 2023 Q1 2023
Advisors Management Group Inc

BUY
 -
691
+ 9.26%
$85.8K - $93.9K
8.15K $1.21M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
665
+ 5.9%
$82.6K - $90.3K
11.9K $1.77M
Apr 14, 2023 Q1 2023
Biltmore Wealth Management, LLC

BUY
 -
651
+ 0.44%
$80.8K - $88.4K
147K $21.8M

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