Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 14, 2023 Q2 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
3.23K
+ 6.41%
$409K - $438K
53.6K $7.95M
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
3.2K
+ 15.57%
$406K - $435K
23.8K $3.53M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.17K
+ 14.7%
$402K - $430K
24.7K $3.67M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
3.06K
+ 3.92%
$388K - $415K
81K $12M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.05K
+ 36.65%
$387K - $414K
11.4K $1.69M
Jul 28, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
3.04K
New
$386K - $413K
3.04K $452K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
3.03K
New
$384K - $411K
3.03K $450K
Aug 02, 2023 Q2 2023
Mezzasalma Advisors, LLC

BUY
 -
3.03K
+ 50.06%
$384K - $411K
9.07K $1.35M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
3.01K
+ 20053.33%
$381K - $408K
3.02K $449K
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
3K
+ 29.89%
$381K - $408K
13.1K $1.94M
Aug 07, 2023 Q2 2023
Cypress Capital, LLC

BUY
 -
2.97K
New
$376K - $402K
2.97K $440K
Aug 11, 2023 Q2 2023
Goodman Advisory Group, LLC

BUY
 -
2.93K
New
$372K - $398K
2.93K $435K
Aug 11, 2023 Q2 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
2.9K
+ 14.28%
$367K - $393K
23.2K $3.44M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
2.89K
+ 7.82%
$367K - $392K
39.9K $5.92M
Aug 08, 2023 Q2 2023
Gyroscope Capital Management Group, LLC

BUY
 -
2.88K
+ 8.64%
$365K - $391K
36.2K $5.38M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
2.85K
+ 2.47%
$361K - $386K
118K $17.5M
Aug 14, 2023 Q2 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.76K
+ 5.57%
$350K - $374K
52.3K $7.76M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
2.7K
+ 16.35%
$342K - $366K
19.2K $2.85M
Feb 05, 2025 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2.68K
+ 16.96%
$340K - $364K
18.5K $2.75M
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
2.6K
+ 4.1%
$329K - $352K
65.9K $9.79M
Aug 14, 2023 Q2 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
2.57K
New
$326K - $349K
2.57K $382K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2.55K
+ 25.34%
$324K - $346K
12.6K $1.88M
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
2.54K
+ 5.24%
$322K - $345K
51K $7.58M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
2.51K
+ 48.93%
$318K - $340K
7.63K $1.13M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.51K
+ 19.54%
$318K - $340K
15.3K $2.28M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.48K
+ 10.54%
$314K - $336K
26K $3.86M
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.45K
New
$311K - $332K
2.45K $364K
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.45K
+ 3.61%
$310K - $332K
70.3K $10.4M
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
2.44K
+ 14.79%
$310K - $331K
19K $2.81M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2.41K
+ 33.98%
$305K - $326K
9.49K $1.41M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
2.4K
New
$304K - $326K
2.4K $356K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
2.38K
+ 6.44%
$302K - $323K
39.4K $5.84M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
2.35K
+ 3.89%
$297K - $318K
62.6K $9.3M
Jul 20, 2023 Q2 2023
Cannon Global Investment Management, LLC

BUY
 -
2.3K
New
$292K - $312K
2.3K $341K
Jul 21, 2023 Q2 2023
Purus Wealth Management, LLC

BUY
 -
2.29K
+ 23.54%
$291K - $311K
12K $1.79M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.29K
New
$290K - $310K
2.29K $339K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.28K
+ 137.59%
$289K - $310K
3.94K $585K
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
2.27K
+ 1.71%
$288K - $308K
135K $20.1M
Jul 17, 2023 Q2 2023
Goal Fusion Wealth Management, LLC

BUY
 -
2.23K
+ 9.69%
$282K - $302K
25.2K $3.74M
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.18K
New
$277K - $296K
2.18K $324K
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
2.11K
New
$267K - $286K
2.11K $313K
Dec 01, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
2.11K
New
$267K - $286K
2.11K $313K
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
BUY
 -
2.1K
+ 35.55%
$266K - $285K
8K $1.19M
Aug 11, 2023 Q2 2023
Horizon Family Wealth, Inc.

BUY
 -
2.08K
+ 15.99%
$264K - $282K
15.1K $2.24M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
2.05K
New
$259K - $277K
2.05K $304K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2K
+ 31.43%
$253K - $271K
8.35K $1.24M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
1.97K
+ 13.57%
$250K - $268K
16.5K $2.45M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.96K
New
$248K - $266K
1.96K $291K
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.95K
+ 14.01%
$247K - $264K
15.8K $2.35M

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