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 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-37- 0.76% |
$4.69K - $5.02K
|
4.85K
$720K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 0.44% |
$4.69K - $5.02K
|
8.34K
$1.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-38- 3.54% |
$4.82K - $5.16K
|
1.04K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-38- 0.3% |
$4.82K - $5.16K
|
12.7K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-39- 0.96% |
$4.94K - $5.29K
|
4.04K
$599K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 2.05% |
$5.2K - $5.56K
|
1.96K
$291K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-42- 12.28% |
$5.32K - $5.7K
|
300
$44.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-43- 0.3% |
$5.45K - $5.83K
|
14.1K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-44- 0.87% |
$5.58K - $5.97K
|
5K
$742K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-46- 1.63% |
$5.83K - $6.24K
|
2.77K
$411K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-47- 0.43% |
$5.96K - $6.38K
|
11K
$1.63M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-48- 1.47% |
$6.08K - $6.51K
|
3.21K
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 1.15% |
$6.21K - $6.65K
|
4.21K
$626K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 0.25% |
$6.34K - $6.78K
|
20K
$2.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 0.26% |
$6.34K - $6.78K
|
19.1K
$2.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-50- 0.43% |
$6.34K - $6.78K
|
11.6K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 0.47% |
$6.34K - $6.78K
|
10.7K
$1.58M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.25% |
$6.34K - $6.78K
|
20K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-52- 1.51% |
$6.59K - $7.05K
|
3.39K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-52- 0.82% |
$6.59K - $7.05K
|
6.31K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-54- 1.43% |
$6.84K - $7.33K
|
3.71K
$551K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-55- 1.14% |
$6.97K - $7.46K
|
4.77K
$707K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-56- 8.0% |
$7.1K - $7.6K
|
644
$95.6K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-60- 1.7% |
$7.6K - $8.14K
|
3.47K
$515K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-61- 1.29% |
$7.73K - $8.28K
|
4.66K
$691K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-62- 3.0% |
$7.86K - $8.41K
|
2.01K
$298K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 13.01% |
$8.11K - $8.68K
|
428
$63.5K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-65- 0.79% |
$8.24K - $8.82K
|
8.13K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-65- 2.65% |
$8.24K - $8.82K
|
2.39K
$354K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.91% |
$8.24K - $8.82K
|
875
$130K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.91% |
$8.24K - $8.82K
|
875
$130K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-67- 0.48% |
$8.49K - $9.09K
|
14K
$2.08M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 1.18% |
$8.49K - $9.09K
|
5.59K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-68- 17.09% |
$8.62K - $9.22K
|
330
$49K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-69- 1.41% |
$8.75K - $9.36K
|
4.81K
$714K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-69- 4.01% |
$8.75K - $9.36K
|
1.65K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-71- 1.97% |
$9K - $9.63K
|
3.53K
$524K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-72- 2.45% |
$9.13K - $9.77K
|
2.87K
$425K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 4.2% |
$9.25K - $9.9K
|
1.67K
$247K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-75- 4.49% |
$9.51K - $10.2K
|
1.6K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-78- 0.48% |
$9.89K - $10.6K
|
16.3K
$2.42M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-78- 7.33% |
$9.89K - $10.6K
|
986
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-80- 0.96% |
$10.1K - $10.9K
|
8.23K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-80- 0.46% |
$10.1K - $10.9K
|
17.3K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 1.42% |
$10.1K - $10.9K
|
5.55K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-85- 2.95% |
$10.8K - $11.5K
|
2.79K
$415K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-86- 2.6% |
$10.9K - $11.7K
|
3.23K
$479K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-87- 1.72% |
$11K - $11.8K
|
4.97K
$738K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.57% |
$11.2K - $11.9K
|
5.53K
$821K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-88- 0.77% |
$11.2K - $11.9K
|
11.3K
$1.68M
|