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 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-393- 0.19% |
$49.8K - $53.3K
|
205K
$29.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-395- 13.46% |
$50.1K - $53.6K
|
2.54K
$370K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-402- 0.22% |
$50.9K - $54.5K
|
179K
$26.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-406- 12.55% |
$51.5K - $55.1K
|
2.83K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-406- 4.84% |
$51.5K - $55.1K
|
7.97K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-407- 1.24% |
$51.6K - $55.2K
|
32.4K
$4.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-408- 2.22% |
$51.7K - $55.3K
|
18K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-411- 4.03% |
$52.1K - $55.8K
|
9.8K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-418- 6.73% |
$53K - $56.7K
|
5.79K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-424- 30.86% |
$53.7K - $57.5K
|
950
$138K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-426- 14.13% |
$54K - $57.8K
|
2.59K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-428- 6.7% |
$54.2K - $58.1K
|
5.96K
$868K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-429- 1.17% |
$54.4K - $58.2K
|
36.2K
$5.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-430- 11.08% |
$54.5K - $58.3K
|
3.45K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-434- 0.22% |
$55K - $58.9K
|
194K
$28.3M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-442- 13.14% |
$56K - $60K
|
2.92K
$426K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-444- 1.41% |
$56.3K - $60.2K
|
31.1K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-449- 7.85% |
$56.9K - $60.9K
|
5.27K
$768K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-453- 64.53% |
$57.4K - $61.5K
|
249
$36.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-455- 21.13% |
$57.7K - $61.7K
|
1.7K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-457- 5.78% |
$57.9K - $62K
|
7.45K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-459- 0.14% |
$58.2K - $62.3K
|
328K
$47.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-464- 21.99% |
$58.8K - $62.9K
|
1.65K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-470- 8.95% |
$59.6K - $63.8K
|
4.78K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-470- 9.18% |
$59.6K - $63.8K
|
4.65K
$677K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-474- 0.66% |
$60.1K - $64.3K
|
71.4K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-477- 3.16% |
$60.5K - $64.7K
|
14.6K
$2.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-480- 35.24% |
$60.8K - $65.1K
|
882
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-485- 2.7% |
$61.5K - $65.8K
|
17.5K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-494- 2.04% |
$62.6K - $67K
|
23.7K
$3.46M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-499- 7.3% |
$63.2K - $67.7K
|
6.34K
$923K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-507- 13.79% |
$64.3K - $68.8K
|
3.17K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-514- 17.49% |
$65.1K - $69.7K
|
2.43K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-515- 16.25% |
$65.3K - $69.9K
|
2.65K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-517- 10.64% |
$65.5K - $70.1K
|
4.34K
$633K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-519- 1.22% |
$65.8K - $70.4K
|
42.1K
$6.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-519- 16.15% |
$65.8K - $70.4K
|
2.7K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-521- 15.39% |
$66K - $70.7K
|
2.86K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-528- 9.64% |
$66.9K - $71.6K
|
4.95K
$721K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-532- 26.16% |
$67.4K - $72.2K
|
1.5K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-542- 5.92% |
$68.7K - $73.5K
|
8.62K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-547- 2.01% |
$69.3K - $74.2K
|
26.6K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-570- 40.08% |
$72.2K - $77.3K
|
852
$124K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-574- 8.61% |
$72.7K - $77.9K
|
6.1K
$888K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-578- 16.89% |
$73.3K - $78.4K
|
2.84K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-578- 26.07% |
$73.3K - $78.4K
|
1.64K
$239K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-579- 2.3% |
$73.4K - $78.5K
|
24.5K
$3.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-590- 1.94% |
$74.8K - $80K
|
29.8K
$4.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-606- 23.59% |
$76.8K - $82.2K
|
1.96K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-606- 2.17% |
$76.8K - $82.2K
|
27.4K
$3.99M
|