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 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-615- 13.68% |
$77.9K - $83.4K
|
3.88K
$565K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-615- 2.89% |
$77.9K - $83.4K
|
20.6K
$3.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-627- 8.33% |
$79.5K - $85.1K
|
6.9K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-637- 1.26% |
$80.7K - $86.4K
|
50.1K
$7.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-639- 4.31% |
$81K - $86.7K
|
14.2K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-652- 19.88% |
$82.6K - $88.5K
|
2.63K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-665- 5.7% |
$84.3K - $90.2K
|
11K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-666- 11.76% |
$84.4K - $90.3K
|
5K
$728K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-683- 0.93% |
$86.6K - $92.7K
|
72.4K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-690- 2.99% |
$87.5K - $93.6K
|
22.4K
$3.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-692- 6.01% |
$87.7K - $93.9K
|
10.8K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 63.64% |
$88.7K - $95K
|
400
$58.3K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-705- 16.98% |
$89.4K - $95.6K
|
3.45K
$502K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-709- 0.94% |
$89.9K - $96.2K
|
74.4K
$10.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-712- 18.96% |
$90.2K - $96.6K
|
3.04K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-725- 6.63% |
$91.9K - $98.4K
|
10.2K
$1.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-728- 17.2% |
$92.3K - $98.8K
|
3.5K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-730- 18.72% |
$92.5K - $99K
|
3.17K
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-735- 36.62% |
$93.2K - $99.7K
|
1.27K
$185K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-744- 3.7% |
$94.3K - $101K
|
19.4K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-749- 33.68% |
$94.9K - $102K
|
1.48K
$215K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-754- 1.71% |
$95.6K - $102K
|
43.3K
$6.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-765- 16.7% |
$97K - $104K
|
3.82K
$556K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-774- 3.31% |
$98.1K - $105K
|
22.6K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-776- 9.3% |
$98.4K - $105K
|
7.57K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-778- 12.39% |
$98.6K - $106K
|
5.5K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-785- 20.83% |
$99.5K - $106K
|
2.98K
$435K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-787- 3.63% |
$99.7K - $107K
|
20.9K
$3.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-811- 8.8% |
$103K - $110K
|
8.41K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-823- 3.71% |
$104K - $112K
|
21.4K
$3.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-838- 0.31% |
$106K - $114K
|
273K
$39.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-847- 2.51% |
$107K - $115K
|
33K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-861- 6.31% |
$109K - $117K
|
12.8K
$1.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-887- 15.88% |
$112K - $120K
|
4.7K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-893- 34.07% |
$113K - $121K
|
1.73K
$252K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-894- 2.27% |
$113K - $121K
|
38.4K
$5.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-898- 1.67% |
$114K - $122K
|
52.8K
$7.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-934- 6.69% |
$118K - $127K
|
13K
$1.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-941- 13.37% |
$119K - $128K
|
6.1K
$888K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-948- 1.18% |
$120K - $129K
|
79.6K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-975- 3.03% |
$124K - $132K
|
31.3K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-976- 5.52% |
$124K - $132K
|
16.7K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1K- 6.04% |
$127K - $136K
|
15.6K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.01K- 1.31% |
$128K - $137K
|
76.5K
$11.1M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-1.01K- 5.73% |
$129K - $138K
|
16.7K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.02K- 90.76% |
$129K - $139K
|
104
$15.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.03K- 1.58% |
$130K - $139K
|
64K
$9.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.03K- 32.79% |
$131K - $140K
|
2.12K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.04K- 4.05% |
$132K - $141K
|
24.6K
$3.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.04K- 18.84% |
$132K - $141K
|
4.48K
$653K
|