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 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
225+ 1.13% |
$28.5K - $30.5K
|
20.1K
$2.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
224+ 1.52% |
$28.4K - $30.4K
|
14.9K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
220+ 11.03% |
$27.9K - $29.8K
|
2.22K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
214+ 1.43% |
$27.1K - $29K
|
15.2K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
214+ 2.0% |
$27.1K - $29K
|
10.9K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
214New |
$27.1K - $29K
|
214
$31.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
212+ 1.56% |
$26.9K - $28.8K
|
13.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
207+ 1.06% |
$26.2K - $28.1K
|
19.7K
$2.87M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
204+ 5.41% |
$25.9K - $27.7K
|
3.98K
$579K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200+ 67.34% |
$25.3K - $27.1K
|
497
$72.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
197+ 4.21% |
$25K - $26.7K
|
4.87K
$710K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
195+ 0.68% |
$24.7K - $26.5K
|
28.7K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
193+ 0.87% |
$24.5K - $26.2K
|
22.3K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$24.2K - $25.9K
|
191
$27.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
191+ 0.63% |
$24.2K - $25.9K
|
30.3K
$4.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
187+ 0.89% |
$23.7K - $25.4K
|
21.2K
$3.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
185+ 1.05% |
$23.4K - $25.1K
|
17.8K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
184+ 4.77% |
$23.3K - $25K
|
4.04K
$589K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
183+ 0.62% |
$23.2K - $24.8K
|
29.9K
$4.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
180+ 5.28% |
$22.8K - $24.4K
|
3.59K
$523K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
180+ 5.44% |
$22.8K - $24.4K
|
3.49K
$508K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
179+ 2.34% |
$22.7K - $24.3K
|
7.82K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
177+ 0.82% |
$22.4K - $24K
|
21.6K
$3.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
174+ 1.52% |
$22.1K - $23.6K
|
11.6K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
174+ 4.91% |
$22.1K - $23.6K
|
3.72K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
173+ 2.76% |
$21.9K - $23.5K
|
6.44K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
173+ 0.58% |
$21.9K - $23.5K
|
30.2K
$4.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
172+ 0.18% |
$21.8K - $23.3K
|
97.6K
$14.2M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
171+ 2442.86% |
$21.7K - $23.2K
|
178
$25.9K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
169+ 10.46% |
$21.4K - $22.9K
|
1.78K
$260K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
167+ 0.23% |
$21.2K - $22.7K
|
71.6K
$10.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
167+ 0.23% |
$21.2K - $22.7K
|
71.6K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
166+ 2.77% |
$21K - $22.5K
|
6.16K
$898K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 1.18% |
$20.9K - $22.4K
|
14.2K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
156+ 5.69% |
$19.8K - $21.2K
|
2.9K
$422K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 0.68% |
$19.6K - $21K
|
22.8K
$3.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
155+ 140.91% |
$19.6K - $21K
|
265
$38.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
150+ 3.31% |
$19K - $20.3K
|
4.68K
$682K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
148+ 1480.0% |
$18.8K - $20.1K
|
158
$23K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
147+ 3.27% |
$18.6K - $19.9K
|
4.65K
$677K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
144+ 0.4% |
$18.3K - $19.5K
|
36.1K
$5.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
143+ 30.23% |
$18.1K - $19.4K
|
616
$89.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
142+ 1.18% |
$18K - $19.3K
|
12.1K
$1.77M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
140+ 60.87% |
$17.7K - $19K
|
370
$53.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
139+ 4.72% |
$17.6K - $18.9K
|
3.08K
$449K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
138New |
$17.5K - $18.7K
|
138
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
138+ 0.46% |
$17.5K - $18.7K
|
30K
$4.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
138+ 6.17% |
$17.5K - $18.7K
|
2.38K
$346K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
137+ 4.23% |
$17.4K - $18.6K
|
3.37K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
137+ 2.06% |
$17.4K - $18.6K
|
6.78K
$987K
|