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 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.77K+ 10.25% |
$731K - $782K
|
62.1K
$9.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
5.64K+ 38.16% |
$715K - $765K
|
20.4K
$2.98M
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.62K+ 1.22% |
$712K - $762K
|
464K
$67.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.57KNew |
$706K - $755K
|
5.57K
$811K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
5.56K+ 23.01% |
$705K - $754K
|
29.7K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.28K+ 19.14% |
$669K - $716K
|
32.9K
$4.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.28K+ 48.74% |
$669K - $716K
|
16.1K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.25K+ 16.9% |
$666K - $712K
|
36.3K
$5.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.2KNew |
$659K - $706K
|
5.2K
$758K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.13KNew |
$650K - $696K
|
5.13K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.93K+ 13.42% |
$625K - $669K
|
41.7K
$6.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.93K+ 1.43% |
$625K - $669K
|
350K
$51M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 7.93% |
$613K - $657K
|
65.9K
$9.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.78K+ 6.71% |
$606K - $649K
|
76K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 684.48% |
$604K - $646K
|
5.46K
$795K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.7K+ 7.79% |
$596K - $638K
|
65.1K
$9.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.65K+ 7.1% |
$589K - $631K
|
70.2K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.64KNew |
$589K - $630K
|
4.64K
$676K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
4.64KNew |
$588K - $629K
|
4.64K
$676K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.54KNew |
$576K - $616K
|
4.54K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4.51K+ 3.25% |
$572K - $612K
|
143K
$20.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.42K+ 105.85% |
$560K - $599K
|
8.59K
$1.25M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.39K+ 26.49% |
$557K - $596K
|
21K
$3.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4.28K+ 28.3% |
$542K - $581K
|
19.4K
$2.83M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.25K+ 177.02% |
$538K - $576K
|
6.64K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.2K+ 26.41% |
$532K - $570K
|
20.1K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.06KNew |
$515K - $551K
|
4.06K
$591K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.06KNew |
$515K - $551K
|
4.06K
$591K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.04K+ 5.61% |
$512K - $548K
|
76K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 21.22% |
$508K - $544K
|
22.9K
$3.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.97K+ 6.26% |
$504K - $539K
|
67.5K
$9.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.91K+ 19.94% |
$495K - $530K
|
23.5K
$3.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.8KNew |
$481K - $515K
|
3.8K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.79K+ 3.3% |
$480K - $514K
|
118K
$17.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.73K+ 27.15% |
$473K - $507K
|
17.5K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.68K+ 8.13% |
$466K - $499K
|
48.9K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.62KNew |
$459K - $491K
|
3.62K
$527K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.61K+ 8.33% |
$458K - $490K
|
47K
$6.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 373.47% |
$457K - $489K
|
4.57K
$666K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.52K+ 12.81% |
$446K - $477K
|
31K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.49K+ 15.28% |
$443K - $474K
|
26.4K
$3.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.45KNew |
$437K - $468K
|
3.45K
$502K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.44K+ 202.0% |
$436K - $466K
|
5.14K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.44KNew |
$435K - $466K
|
3.44K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 29.91% |
$427K - $457K
|
14.6K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.36KNew |
$425K - $455K
|
3.36K
$489K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 9.7% |
$424K - $453K
|
37.8K
$5.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.27K+ 0.84% |
$414K - $443K
|
393K
$57.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.24K+ 4.39% |
$411K - $440K
|
77.1K
$11.2M
|