Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
533+ 1.2% |
$67.6K - $72.3K
|
45.1K
$6.57M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
526+ 33.12% |
$66.7K - $71.4K
|
2.11K
$308K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
518+ 3.18% |
$65.7K - $70.3K
|
16.8K
$2.45M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
518+ 3.18% |
$65.7K - $70.3K
|
16.8K
$2.45M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
515+ 1.76% |
$65.3K - $69.9K
|
29.8K
$4.35M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
512+ 2.14% |
$64.9K - $69.5K
|
24.4K
$3.56M
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
511+ 15.18% |
$64.8K - $69.3K
|
3.88K
$565K
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
510+ 11.65% |
$64.6K - $69.2K
|
4.89K
$712K
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
506+ 13.69% |
$64.1K - $68.6K
|
4.2K
$612K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
505+ 17.64% |
$64K - $68.5K
|
3.37K
$491K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
503+ 13.61% |
$63.8K - $68.2K
|
4.2K
$612K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
483+ 18.3% |
$61.2K - $65.5K
|
3.12K
$455K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
482+ 0.78% |
$61.1K - $65.4K
|
62.6K
$9.11M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
478+ 5.1% |
$60.6K - $64.8K
|
9.84K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
472+ 0.43% |
$59.8K - $64K
|
111K
$16.1M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
471+ 9.42% |
$59.7K - $63.9K
|
5.47K
$797K
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
452+ 28.88% |
$57.3K - $61.3K
|
2.02K
$294K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
447+ 4.29% |
$56.7K - $60.6K
|
10.9K
$1.58M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
442+ 6.19% |
$56K - $60K
|
7.58K
$1.1M
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
437+ 0.93% |
$55.4K - $59.3K
|
47.7K
$6.94M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
436+ 2.24% |
$55.3K - $59.1K
|
19.9K
$2.89M
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
433+ 0.71% |
$54.9K - $58.7K
|
61.8K
$9M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
430+ 9.53% |
$54.5K - $58.3K
|
4.94K
$720K
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
430+ 5.41% |
$54.5K - $58.3K
|
8.38K
$1.22M
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
429+ 14.21% |
$54.4K - $58.2K
|
3.45K
$502K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
429+ 5.41% |
$54.4K - $58.2K
|
8.36K
$1.22M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
428+ 1.97% |
$54.2K - $58.1K
|
22.2K
$3.23M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
428+ 8.15% |
$54.2K - $58.1K
|
5.68K
$827K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
424+ 3.51% |
$53.7K - $57.5K
|
12.5K
$1.82M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
423+ 0.76% |
$53.6K - $57.4K
|
56.2K
$8.19M
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
417+ 0.27% |
$52.9K - $56.6K
|
154K
$22.5M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
405+ 2.38% |
$51.3K - $54.9K
|
17.4K
$2.54M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
382+ 0.31% |
$48.4K - $51.8K
|
124K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
376+ 10.37% |
$47.7K - $51K
|
4K
$583K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
373New |
$47.3K - $50.6K
|
373
$54.3K
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
370+ 0.67% |
$46.9K - $50.2K
|
55.9K
$8.15M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
367+ 0.92% |
$46.5K - $49.8K
|
40.4K
$5.89M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
367+ 1.33% |
$46.5K - $49.8K
|
28K
$4.08M
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
360+ 4.38% |
$45.6K - $48.8K
|
8.57K
$1.25M
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
353+ 2.31% |
$44.7K - $47.9K
|
15.6K
$2.28M
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
353+ 0.48% |
$44.7K - $47.9K
|
74K
$10.8M
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
348+ 9.78% |
$44.1K - $47.2K
|
3.91K
$569K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
343+ 6.91% |
$43.5K - $46.5K
|
5.31K
$773K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
340+ 1.11% |
$43.1K - $46.1K
|
31K
$4.51M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
340+ 17.9% |
$43.1K - $46.1K
|
2.24K
$326K
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
339+ 1.57% |
$43K - $46K
|
21.9K
$3.19M
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
339+ 1.04% |
$43K - $46K
|
33K
$4.81M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
339+ 48.71% |
$43K - $46K
|
1.04K
$151K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
339+ 4.13% |
$43K - $46K
|
8.55K
$1.25M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
338New |
$42.8K - $45.9K
|
338
$49.2K
|