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 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.3% |
$127 - $136
|
329
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 33.33% |
$127 - $136
|
2
$294
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2- 0.02% |
$253 - $271
|
11.9K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3- 0.01% |
$380 - $407
|
26.2K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3- 0.09% |
$380 - $407
|
3.17K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4- 0.08% |
$507 - $543
|
5.01K
$736K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 0.29% |
$507 - $543
|
1.37K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5- 0.24% |
$634 - $678
|
2.08K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 0.41% |
$634 - $678
|
1.23K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 0.03% |
$760 - $814
|
20.6K
$3.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-7- 0.37% |
$887 - $950
|
1.89K
$278K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-8- 0.05% |
$1.01K - $1.09K
|
14.7K
$2.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 0.38% |
$1.01K - $1.09K
|
2.07K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-8- 0.11% |
$1.01K - $1.09K
|
7.56K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 0.75% |
$1.01K - $1.09K
|
1.05K
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8- 0.05% |
$1.01K - $1.09K
|
14.9K
$2.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10- 0.41% |
$1.27K - $1.36K
|
2.44K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 0.91% |
$1.27K - $1.36K
|
1.09K
$160K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 0.41% |
$1.27K - $1.36K
|
2.43K
$357K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-10- 0.19% |
$1.27K - $1.36K
|
5.19K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.94% |
$1.52K - $1.63K
|
1.26K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-14- 0.25% |
$1.77K - $1.9K
|
5.57K
$818K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-14- 0.11% |
$1.77K - $1.9K
|
12.8K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-15- 0.17% |
$1.9K - $2.03K
|
8.56K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-15- 0.24% |
$1.9K - $2.03K
|
6.15K
$904K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-15- 0.24% |
$1.9K - $2.03K
|
6.33K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.11% |
$1.9K - $2.03K
|
13.7K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 0.33% |
$2.15K - $2.31K
|
5.12K
$753K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18- 0.27% |
$2.28K - $2.44K
|
6.71K
$987K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-20- 0.47% |
$2.53K - $2.71K
|
4.22K
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.13% |
$2.53K - $2.71K
|
15.3K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.67% |
$2.66K - $2.85K
|
3.11K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 51.22% |
$2.66K - $2.85K
|
20
$2.94K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-22- 0.57% |
$2.79K - $2.98K
|
3.85K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-23- 0.29% |
$2.92K - $3.12K
|
7.88K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-23- 1.27% |
$2.92K - $3.12K
|
1.79K
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-24- 0.17% |
$3.04K - $3.26K
|
13.8K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 12.77% |
$3.04K - $3.26K
|
164
$24.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-25- 1.11% |
$3.17K - $3.39K
|
2.22K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-25- 1.39% |
$3.17K - $3.39K
|
1.78K
$262K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-27- 0.17% |
$3.42K - $3.66K
|
16.1K
$2.37M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-29- 1.7% |
$3.68K - $3.93K
|
1.67K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-30- 1.94% |
$3.8K - $4.07K
|
1.52K
$223K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 0.47% |
$3.8K - $4.07K
|
6.34K
$931K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-30- 0.24% |
$3.8K - $4.07K
|
12.7K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-32- 1.9% |
$4.06K - $4.34K
|
1.65K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-32- 0.09% |
$4.06K - $4.34K
|
33.8K
$4.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 6.68% |
$4.06K - $4.34K
|
447
$65.7K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-32- 0.09% |
$4.06K - $4.34K
|
33.8K
$4.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-34- 1.21% |
$4.31K - $4.61K
|
2.78K
$408K
|