Purchases and Sales Made in Q2 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 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 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
135
+ 20.33%
$17.1K - $18.3K
799 $116K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
134
New
$17K - $18.2K
134 $19.5K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
134
+ 6.44%
$17K - $18.2K
2.21K $322K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
130
+ 6.5%
$16.5K - $17.6K
2.13K $310K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
125
+ 4.25%
$15.8K - $17K
3.07K $447K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
125
+ 2.43%
$15.8K - $17K
5.26K $766K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
124
+ 4.28%
$15.7K - $16.8K
3.02K $440K
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
123
+ 3.56%
$15.6K - $16.7K
3.58K $522K
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
117
+ 0.56%
$14.8K - $15.9K
21.2K $3.09M
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
116
+ 14.48%
$14.7K - $15.7K
917 $134K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
111
+ 0.58%
$14.1K - $15.1K
19.4K $2.83M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
106
+ 2.93%
$13.4K - $14.4K
3.73K $543K
Jul 31, 2023 Q2 2023
Analyst Ims Investment Management Services Ltd.

BUY
 -
102
+ 0.11%
$12.9K - $13.8K
97.2K $14.2M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
102
+ 3.67%
$12.9K - $13.8K
2.88K $420K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
102
New
$12.9K - $13.8K
102 $14.9K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
100
+ 3.99%
$12.7K - $13.6K
2.61K $379K
Jul 26, 2023 Q2 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
100
New
$12.7K - $13.6K
100 $14.6K
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
100
+ 1.31%
$12.7K - $13.6K
7.75K $1.13M
Aug 14, 2023 Q2 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
97
+ 3.01%
$12.3K - $13.2K
3.32K $483K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
94
+ 1.97%
$11.9K - $12.8K
4.86K $707K
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
94
+ 2.05%
$11.9K - $12.8K
4.68K $681K
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
91
+ 5.61%
$11.5K - $12.3K
1.71K $249K
Aug 14, 2023 Q2 2023
Cmg Global Holdings, LLC

BUY
 -
91
+ 1.05%
$11.5K - $12.3K
8.78K $1.28M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
90
+ 17.01%
$11.4K - $12.2K
619 $90.2K
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
88
+ 0.39%
$11.2K - $11.9K
22.5K $3.27M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
88
+ 6.75%
$11.2K - $11.9K
1.39K $203K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
87
+ 1.81%
$11K - $11.8K
4.91K $715K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
85
+ 12.02%
$10.8K - $11.5K
792 $115K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
85
+ 1.47%
$10.8K - $11.5K
5.88K $856K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
84
+ 1.26%
$10.6K - $11.4K
6.76K $984K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
83
+ 3.91%
$10.5K - $11.3K
2.21K $321K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
82
+ 2.37%
$10.4K - $11.1K
3.54K $515K
Aug 09, 2023 Q2 2023
Westbourne Investment Advisors, Inc.

BUY
 -
81
+ 2.44%
$10.3K - $11K
3.39K $494K
Jul 19, 2023 Q2 2023
Weaver Consulting Group

BUY
 -
78
+ 4.25%
$9.89K - $10.6K
1.92K $279K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
76
+ 1.94%
$9.63K - $10.3K
3.99K $581K
Jul 12, 2023 Q2 2023
Burns J W & CO Inc

BUY
 -
75
+ 3.06%
$9.51K - $10.2K
2.53K $368K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
75
+ 40.11%
$9.51K - $10.2K
262 $38.2K
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
73
+ 0.29%
$9.25K - $9.9K
24.9K $3.62M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
73
+ 0.62%
$9.25K - $9.9K
11.9K $1.74M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
72
+ 0.22%
$9.13K - $9.77K
33.5K $4.89M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
71
+ 20.0%
$9K - $9.63K
426 $62.1K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
69
+ 0.25%
$8.75K - $9.36K
27.8K $4.04M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
66
+ 0.39%
$8.36K - $8.95K
16.9K $2.46M
Aug 04, 2023 Q2 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
65
+ 3.55%
$8.24K - $8.82K
1.9K $276K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
56
+ 1.57%
$7.1K - $7.6K
3.62K $528K
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
56
+ 8.7%
$7.1K - $7.6K
700 $102K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
55
+ 3.45%
$6.97K - $7.46K
1.65K $240K
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
55
+ 1.42%
$6.97K - $7.46K
3.94K $574K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
55
+ 7.02%
$6.97K - $7.46K
839 $122K

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