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 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-256- 7.52% |
$32.4K - $34.7K
|
3.15K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-259- 3.34% |
$32.8K - $35.1K
|
7.49K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-260- 6.53% |
$33K - $35.3K
|
3.72K
$552K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-261- 1.69% |
$33.1K - $35.4K
|
15.2K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-261- 2.24% |
$33.1K - $35.4K
|
11.4K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-263- 1.48% |
$33.3K - $35.7K
|
17.5K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-267- 9.69% |
$33.8K - $36.2K
|
2.49K
$369K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-270- 3.45% |
$34.2K - $36.6K
|
7.55K
$1.12M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-273- 10.79% |
$34.6K - $37K
|
2.26K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-279- 1.75% |
$35.4K - $37.8K
|
15.6K
$2.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-289- 12.37% |
$36.6K - $39.2K
|
2.05K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-293- 0.79% |
$37.1K - $39.7K
|
36.8K
$5.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-295- 4.65% |
$37.4K - $40K
|
6.05K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-295- 2.89% |
$37.4K - $40K
|
9.9K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-298- 0.86% |
$37.8K - $40.4K
|
34.4K
$5.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-299- 8.79% |
$37.9K - $40.6K
|
3.1K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-300- 13.23% |
$38K - $40.7K
|
1.97K
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-300- 14.46% |
$38K - $40.7K
|
1.78K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-304- 49.19% |
$38.5K - $41.2K
|
314
$46.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-306- 1.68% |
$38.8K - $41.5K
|
17.9K
$2.65M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-307- 6.31% |
$38.9K - $41.6K
|
4.56K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-310- 1.88% |
$39.3K - $42.1K
|
16.2K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-314- 8.94% |
$39.8K - $42.6K
|
3.2K
$475K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-315- 3.38% |
$39.9K - $42.7K
|
9.01K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-318- 6.42% |
$40.3K - $43.1K
|
4.64K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-319- 20.63% |
$40.4K - $43.3K
|
1.23K
$182K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-320- 51.53% |
$40.6K - $43.4K
|
301
$44.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-321- 10.46% |
$40.7K - $43.5K
|
2.75K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-323- 6.12% |
$40.9K - $43.8K
|
4.95K
$735K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-329- 0.96% |
$41.7K - $44.6K
|
33.8K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-330- 10.51% |
$41.8K - $44.8K
|
2.81K
$417K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-331- 4.66% |
$42K - $44.9K
|
6.78K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-332- 6.66% |
$42.1K - $45K
|
4.66K
$691K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-332- 2.8% |
$42.1K - $45K
|
11.5K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-342- 14.99% |
$43.3K - $46.4K
|
1.94K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-343- 13.06% |
$43.5K - $46.5K
|
2.28K
$339K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-357- 7.47% |
$45.2K - $48.4K
|
4.43K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-363- 6.49% |
$46K - $49.2K
|
5.23K
$776K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-366- 5.61% |
$46.4K - $49.7K
|
6.16K
$915K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-367- 0.02% |
$46.5K - $49.8K
|
2.06M
$305M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-370- 1.7% |
$46.9K - $50.2K
|
21.4K
$3.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-372- 4.56% |
$47.1K - $50.5K
|
7.78K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-377- 5.04% |
$47.8K - $51.1K
|
7.11K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-384- 4.05% |
$48.7K - $52.1K
|
9.09K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-386- 96.74% |
$48.9K - $52.4K
|
13
$1.93K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-389- 2.53% |
$49.3K - $52.8K
|
15K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-390- 4.75% |
$49.4K - $52.9K
|
7.83K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-390- 5.75% |
$49.4K - $52.9K
|
6.4K
$950K
|