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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
338New |
$42.8K - $45.9K
|
338
$50.2K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
336+ 2.62% |
$42.6K - $45.6K
|
13.1K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
336+ 3.74% |
$42.6K - $45.6K
|
9.31K
$1.38M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
334+ 3.35% |
$42.3K - $45.3K
|
10.3K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
332+ 3.48% |
$42.1K - $45K
|
9.86K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
328+ 4.17% |
$41.6K - $44.5K
|
8.19K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
328+ 19.58% |
$41.6K - $44.5K
|
2K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
324+ 2.1% |
$41.1K - $44K
|
15.7K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
320New |
$40.6K - $43.4K
|
320
$47.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
316+ 3.61% |
$40K - $42.9K
|
9.08K
$1.35M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
316+ 1.04% |
$40K - $42.9K
|
30.8K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
314+ 14.42% |
$39.8K - $42.6K
|
2.49K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
311+ 1.8% |
$39.4K - $42.2K
|
17.6K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
308+ 1.97% |
$39K - $41.8K
|
15.9K
$2.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
304+ 1.39% |
$38.5K - $41.2K
|
22.1K
$3.28M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
302+ 26.68% |
$38.3K - $41K
|
1.43K
$213K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
301+ 1.77% |
$38.1K - $40.8K
|
17.3K
$2.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
300New |
$38K - $40.7K
|
300
$44.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
300+ 2.8% |
$38K - $40.7K
|
11K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
298+ 9.72% |
$37.8K - $40.4K
|
3.37K
$500K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
293+ 1.07% |
$37.1K - $39.7K
|
27.7K
$4.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
291+ 2.02% |
$36.9K - $39.5K
|
14.7K
$2.18M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
290+ 3.77% |
$36.8K - $39.3K
|
7.98K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
288+ 1.34% |
$36.5K - $39.1K
|
21.8K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
286+ 4.62% |
$36.2K - $38.8K
|
6.48K
$962K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
284New |
$36K - $38.5K
|
284
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
281+ 9.34% |
$35.6K - $38.1K
|
3.29K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
280+ 8.47% |
$35.5K - $38K
|
3.59K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
280+ 2.39% |
$35.5K - $38K
|
12K
$1.78M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
277+ 5.85% |
$35.1K - $37.6K
|
5.01K
$744K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
272+ 2.41% |
$34.5K - $36.9K
|
11.6K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
272+ 4.68% |
$34.5K - $36.9K
|
6.09K
$903K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
271+ 6.09% |
$34.3K - $36.8K
|
4.72K
$701K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
270+ 1.22% |
$34.2K - $36.6K
|
22.4K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
269+ 6.74% |
$34.1K - $36.5K
|
4.26K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
265+ 15.04% |
$33.6K - $35.9K
|
2.03K
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
264+ 6.81% |
$33.5K - $35.8K
|
4.14K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
264+ 2.14% |
$33.5K - $35.8K
|
12.6K
$1.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261+ 1.28% |
$33.1K - $35.4K
|
20.6K
$3.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
259+ 1.54% |
$32.8K - $35.1K
|
17.1K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
254+ 1.15% |
$32.2K - $34.5K
|
22.3K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
250+ 0.8% |
$31.7K - $33.9K
|
31.7K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
249+ 5.05% |
$31.6K - $33.8K
|
5.18K
$770K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
247New |
$31.3K - $33.5K
|
247
$36.7K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
245+ 6.27% |
$31.1K - $33.2K
|
4.15K
$616K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
240+ 2.28% |
$30.4K - $32.6K
|
10.8K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
238+ 177.61% |
$30.2K - $32.3K
|
372
$55.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
237+ 14.43% |
$30K - $32.2K
|
1.88K
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
234+ 1.23% |
$29.7K - $31.7K
|
19.2K
$2.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
233+ 9.08% |
$29.5K - $31.6K
|
2.8K
$416K
|