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
Jul 11, 2023 Q2 2023
Biltmore Wealth Management, LLC

BUY
 -
1.93K
+ 1.31%
$244K - $261K
149K $21.7M
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
1.92K
New
$244K - $261K
1.92K $280K
Dec 13, 2024 Q2 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
1.91K
+ 11.37%
$242K - $259K
18.7K $2.73M
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
1.85K
+ 44.54%
$235K - $251K
6.01K $876K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
1.83K
New
$232K - $248K
1.83K $267K
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
1.82K
+ 1.09%
$230K - $246K
169K $24.6M
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.81K
New
$229K - $246K
1.81K $264K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1.8K
+ 2.06%
$227K - $244K
89.1K $13M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.8K
New
$227K - $244K
1.8K $261K
Aug 02, 2023 Q2 2023
North Rock Partners, LLC

BUY
 -
1.79K
New
$227K - $243K
1.79K $261K
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
1.78K
New
$226K - $241K
1.78K $259K
Aug 10, 2023 Q2 2023
Nelson Capital Management, LLC

BUY
 -
1.78K
+ 12.11%
$226K - $241K
16.5K $2.4M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
1.78K
+ 2.77%
$225K - $241K
66.1K $9.63M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
1.78K
+ 8.39%
$225K - $241K
23K $3.35M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
1.77K
+ 3.81%
$225K - $241K
48.4K $7.05M
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
1.74K
+ 49.46%
$221K - $236K
5.26K $767K
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
1.73K
New
$220K - $235K
1.73K $253K
Aug 08, 2023 Q2 2023
One Charles Private Wealth Services, LLC

BUY
 -
1.72K
+ 6.12%
$218K - $233K
29.8K $4.34M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.72K
New
$218K - $233K
1.72K $250K
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
1.71K
+ 3.25%
$217K - $232K
54.4K $7.93M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.71K
+ 30.3%
$216K - $232K
7.34K $1.07M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.7K
+ 9.21%
$215K - $230K
20.1K $2.93M
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
1.7K
+ 1.97%
$215K - $230K
88K $12.8M
Aug 08, 2023 Q2 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.69K
+ 129.77%
$214K - $229K
2.99K $435K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
1.67K
+ 91.46%
$212K - $227K
3.5K $509K
Jul 31, 2023 Q2 2023
First National Bank & Trust CO Of Newtown

BUY
 -
1.66K
New
$210K - $225K
1.66K $242K
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.66K
+ 3.75%
$210K - $225K
45.9K $6.68M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.65K
New
$209K - $224K
1.65K $240K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.64K
New
$208K - $223K
1.64K $239K
Nov 04, 2024 Q2 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.63K
+ 37.53%
$206K - $220K
5.96K $867K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
1.62K
+ 25.51%
$205K - $219K
7.96K $1.16M
Aug 14, 2023 Q2 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
1.62K
New
$205K - $219K
1.62K $236K
Jul 13, 2023 Q2 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
1.61K
New
$204K - $219K
1.61K $235K
Jul 28, 2023 Q2 2023
Rezny Wealth Management, Inc.

BUY
 -
1.58K
+ 3.8%
$200K - $214K
43.2K $6.3M
Nov 14, 2024 Q2 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
1.57K
New
$199K - $213K
1.57K $229K
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.56K
New
$198K - $212K
1.56K $227K
Jul 07, 2023 Q2 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
1.55K
New
$196K - $210K
1.55K $225K
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

BUY
 -
1.54K
+ 3.76%
$195K - $209K
42.5K $6.18M
Jul 31, 2023 Q2 2023
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
1.54K
New
$195K - $209K
1.54K $224K
Aug 11, 2023 Q2 2023
Miramar Capital, LLC

BUY
 -
1.53K
New
$194K - $207K
1.53K $223K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
1.52K
+ 28.41%
$193K - $206K
6.87K $1M
Jul 28, 2023 Q2 2023
Howland Capital Management LLC

BUY
 -
1.52K
New
$192K - $206K
1.52K $221K
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
1.52K
New
$192K - $206K
1.52K $221K
Jul 18, 2023 Q2 2023
Welch Group, LLC

BUY
 -
1.51K
New
$192K - $205K
1.51K $221K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1.51K
New
$191K - $205K
1.51K $220K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
1.51K
New
$191K - $205K
1.51K $220K
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
1.49K
+ 9.3%
$189K - $202K
17.5K $2.56M
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
1.45K
+ 24.56%
$184K - $197K
7.37K $1.07M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.45K
+ 3.5%
$183K - $196K
42.7K $6.22M

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