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
|
Scotia Capital Inc.
|
SELL
|
- |
-93- 0.11% |
$11.8K - $12.6K
|
84.6K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-94- 0.27% |
$11.9K - $12.8K
|
34.9K
$5.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-97- 1.44% |
$12.3K - $13.2K
|
6.62K
$965K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-98- 24.5% |
$12.4K - $13.3K
|
302
$44K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 3.07% |
$12.7K - $13.6K
|
3.15K
$459K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-100- 0.71% |
$12.7K - $13.6K
|
14K
$2.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-101- 1.49% |
$12.8K - $13.7K
|
6.67K
$971K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-101- 4.98% |
$12.8K - $13.7K
|
1.93K
$281K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-104- 2.5% |
$13.2K - $14.1K
|
4.06K
$591K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-105- 38.89% |
$13.3K - $14.2K
|
165
$24K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-105- 1.28% |
$13.3K - $14.2K
|
8.09K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-105- 0.61% |
$13.3K - $14.2K
|
17.1K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-109- 3.63% |
$13.8K - $14.8K
|
2.9K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-109- 0.09% |
$13.8K - $14.8K
|
115K
$16.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-110- 5.95% |
$13.9K - $14.9K
|
1.74K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-110- 1.28% |
$13.9K - $14.9K
|
8.5K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-112- 5.73% |
$14.2K - $15.2K
|
1.84K
$269K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-114- 0.64% |
$14.4K - $15.5K
|
17.6K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-114- 3.02% |
$14.4K - $15.5K
|
3.66K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-115- 8.28% |
$14.6K - $15.6K
|
1.27K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-117- 0.49% |
$14.8K - $15.9K
|
23.7K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-117- 0.61% |
$14.8K - $15.9K
|
19.1K
$2.79M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-119- 0.18% |
$15.1K - $16.1K
|
64.3K
$9.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-120- 4.91% |
$15.2K - $16.3K
|
2.33K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-120- 2.43% |
$15.2K - $16.3K
|
4.82K
$702K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-122- 2.65% |
$15.5K - $16.6K
|
4.48K
$652K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-122- 3.7% |
$15.5K - $16.6K
|
3.18K
$463K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-123- 6.28% |
$15.6K - $16.7K
|
1.84K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-123- 4.81% |
$15.6K - $16.7K
|
2.43K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-125- 5.46% |
$15.8K - $17K
|
2.17K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-125- 4.29% |
$15.8K - $17K
|
2.79K
$406K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-127- 3.44% |
$16.1K - $17.2K
|
3.57K
$519K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-128- 3.52% |
$16.2K - $17.4K
|
3.5K
$510K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-131- 3.85% |
$16.6K - $17.8K
|
3.27K
$477K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-132- 2.87% |
$16.7K - $17.9K
|
4.46K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-132- 2.13% |
$16.7K - $17.9K
|
6.07K
$884K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-135- 6.82% |
$17.1K - $18.3K
|
1.84K
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-137- 0.37% |
$17.4K - $18.6K
|
37.1K
$5.41M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-137- 20.12% |
$17.4K - $18.6K
|
544
$79.2K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-139- 6.2% |
$17.6K - $18.9K
|
2.1K
$306K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-144- 1.67% |
$18.3K - $19.5K
|
8.49K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-145- 3.22% |
$18.4K - $19.7K
|
4.36K
$635K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-149- 6.08% |
$18.9K - $20.2K
|
2.3K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-149- 6.25% |
$18.9K - $20.2K
|
2.24K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-153- 4.41% |
$19.4K - $20.8K
|
3.32K
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-154- 10.78% |
$19.5K - $20.9K
|
1.27K
$186K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-154- 3.07% |
$19.5K - $20.9K
|
4.87K
$709K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-154- 4.64% |
$19.5K - $20.9K
|
3.17K
$461K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-155- 0.87% |
$19.6K - $21K
|
17.7K
$2.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-157- 2.32% |
$19.9K - $21.3K
|
6.61K
$963K
|