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 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 0.48% |
$133K - $142K
|
215K
$31.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.05K- 0.97% |
$133K - $142K
|
107K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-1.06K- 32.15% |
$134K - $144K
|
2.24K
$326K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.06K- 18.04% |
$135K - $144K
|
4.84K
$704K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 30.79% |
$137K - $146K
|
2.43K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.09K- 4.9% |
$138K - $148K
|
21.1K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.1K- 3.64% |
$139K - $149K
|
29.1K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.14K- 9.67% |
$145K - $155K
|
10.7K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.18K- 2.18% |
$149K - $160K
|
52.9K
$7.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.2K- 8.32% |
$152K - $163K
|
13.2K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.2K- 16.49% |
$152K - $163K
|
6.07K
$884K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.21K- 6.19% |
$153K - $164K
|
18.3K
$2.66M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.21K- 33.11% |
$154K - $165K
|
2.45K
$357K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.23K- 18.51% |
$155K - $166K
|
5.39K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.23K- 11.66% |
$156K - $166K
|
9.3K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.25K- 38.52% |
$158K - $170K
|
2K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.26K- 11.45% |
$159K - $171K
|
9.73K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 20.18% |
$161K - $172K
|
5.01K
$730K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.27K- 11.07% |
$161K - $173K
|
10.2K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.28K- 3.53% |
$162K - $173K
|
34.8K
$5.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 3.63% |
$162K - $173K
|
33.9K
$4.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.29K- 2.08% |
$163K - $175K
|
60.8K
$8.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.29K- 18.26% |
$163K - $175K
|
5.77K
$841K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.31K- 20.55% |
$166K - $177K
|
5.05K
$735K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.34K- 47.52% |
$170K - $182K
|
1.48K
$216K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.35K- 9.33% |
$171K - $183K
|
13.1K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.35K- 7.58% |
$171K - $184K
|
16.5K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.37K- 0.22% |
$174K - $186K
|
615K
$89.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.41K- 6.77% |
$179K - $191K
|
19.4K
$2.83M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.45K- 5.83% |
$184K - $197K
|
23.5K
$3.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.46K- 4.53% |
$185K - $198K
|
30.8K
$4.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.46K- 8.2% |
$185K - $198K
|
16.4K
$2.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.47K- 46.02% |
$187K - $200K
|
1.73K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.49K- 21.17% |
$189K - $203K
|
5.56K
$810K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.5K- 30.0% |
$190K - $203K
|
3.5K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.51K- 50.0% |
$192K - $205K
|
1.51K
$221K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.56K- 74.28% |
$197K - $211K
|
539
$78.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 8.36% |
$202K - $216K
|
17.4K
$2.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.6K- 12.03% |
$203K - $217K
|
11.7K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.61K- 10.96% |
$204K - $218K
|
13.1K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 47.75% |
$207K - $222K
|
1.79K
$261K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.7K- 48.6% |
$216K - $231K
|
1.8K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.72K- 6.78% |
$218K - $234K
|
23.7K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.73K- 14.01% |
$220K - $235K
|
10.6K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.75K- 70.56% |
$222K - $238K
|
731
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.02% |
$223K - $238K
|
33.3K
$4.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.78K- 11.42% |
$226K - $241K
|
13.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.78K- 60.09% |
$226K - $241K
|
1.18K
$172K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.8K- 12.65% |
$228K - $244K
|
12.4K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.8K- 2.48% |
$229K - $245K
|
70.9K
$10.3M
|