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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-157- 2.32% |
$19.9K - $21.3K
|
6.61K
$982K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-157- 2.89% |
$19.9K - $21.3K
|
5.28K
$784K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-160- 4.0% |
$20.3K - $21.7K
|
3.84K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-162- 9.46% |
$20.5K - $22K
|
1.55K
$230K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-164- 5.59% |
$20.8K - $22.2K
|
2.77K
$411K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-165- 0.9% |
$20.9K - $22.4K
|
18.2K
$2.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-169- 8.51% |
$21.4K - $22.9K
|
1.82K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-172- 6.8% |
$21.8K - $23.3K
|
2.36K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-173- 4.9% |
$21.9K - $23.5K
|
3.36K
$498K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-174- 1.95% |
$22.1K - $23.6K
|
8.73K
$1.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-178- 0.58% |
$22.6K - $24.1K
|
30.6K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-180- 0.28% |
$22.8K - $24.4K
|
63.5K
$9.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-185- 5.55% |
$23.4K - $25.1K
|
3.15K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-187- 0.83% |
$23.7K - $25.4K
|
22.3K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-190- 1.84% |
$24.1K - $25.8K
|
10.1K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-190- 66.2% |
$24.1K - $25.8K
|
97
$14.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-194- 7.91% |
$24.6K - $26.3K
|
2.26K
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-195- 0.91% |
$24.7K - $26.5K
|
21.2K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-197- 5.05% |
$25K - $26.7K
|
3.7K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-199- 4.88% |
$25.2K - $27K
|
3.88K
$576K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 10.46% |
$25.3K - $27.1K
|
1.71K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-202- 4.38% |
$25.6K - $27.4K
|
4.41K
$655K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-206- 11.9% |
$26.1K - $27.9K
|
1.53K
$226K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-212- 11.02% |
$26.9K - $28.8K
|
1.71K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-213- 6.04% |
$27K - $28.9K
|
3.32K
$492K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-213- 28.86% |
$27K - $28.9K
|
525
$77.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-214- 5.0% |
$27.1K - $29K
|
4.07K
$604K
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-215- 6.22% |
$27.2K - $29.2K
|
3.24K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-219- 3.22% |
$27.8K - $29.7K
|
6.59K
$979K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 18.39% |
$27.9K - $29.8K
|
976
$145K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-220- 4.12% |
$27.9K - $29.8K
|
5.12K
$760K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-220- 3.57% |
$27.9K - $29.8K
|
5.94K
$882K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-225- 1.35% |
$28.5K - $30.5K
|
16.5K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-225- 0.3% |
$28.5K - $30.5K
|
75.4K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-226- 6.13% |
$28.6K - $30.7K
|
3.46K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-228- 14.05% |
$28.9K - $30.9K
|
1.4K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-229- 75.33% |
$29K - $31.1K
|
75
$11.1K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-230- 8.12% |
$29.2K - $31.2K
|
2.6K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-236- 6.53% |
$29.9K - $32K
|
3.38K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-240- 9.58% |
$30.4K - $32.6K
|
2.27K
$336K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-242- 10.15% |
$30.7K - $32.8K
|
2.14K
$318K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-243- 4.72% |
$30.8K - $33K
|
4.91K
$728K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-247- 8.78% |
$31.3K - $33.5K
|
2.57K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-249- 1.56% |
$31.6K - $33.8K
|
15.7K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-250- 5.61% |
$31.7K - $33.9K
|
4.21K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-250- 9.26% |
$31.7K - $33.9K
|
2.45K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-250- 8.82% |
$31.7K - $33.9K
|
2.59K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-252- 1.6% |
$31.9K - $34.2K
|
15.5K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-255- 7.46% |
$32.3K - $34.6K
|
3.16K
$469K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-255- 0.88% |
$32.3K - $34.6K
|
28.6K
$4.25M
|