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 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.45K+ 3.5% |
$183K - $196K
|
42.7K
$6.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.44K+ 7.18% |
$183K - $195K
|
21.5K
$3.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.41K+ 14.5% |
$178K - $191K
|
11.1K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.4K+ 35.59% |
$178K - $190K
|
5.34K
$792K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.39K+ 1.22% |
$176K - $188K
|
116K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 1.92% |
$174K - $186K
|
72.8K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
1.36K+ 11.7% |
$173K - $185K
|
13K
$1.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 12.62% |
$172K - $184K
|
12.1K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.35K+ 5.77% |
$171K - $183K
|
24.8K
$3.68M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.35K+ 2.12% |
$170K - $182K
|
64.8K
$9.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.34K+ 27.09% |
$170K - $182K
|
6.3K
$935K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.34K+ 28.55% |
$170K - $182K
|
6.03K
$896K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.34K+ 2.57% |
$169K - $181K
|
53.4K
$7.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.32K+ 52.84% |
$168K - $179K
|
3.82K
$568K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.32K+ 2.63% |
$167K - $179K
|
51.6K
$7.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 9.17% |
$167K - $179K
|
15.7K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.31K+ 36.8% |
$165K - $177K
|
4.85K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 4.46% |
$163K - $175K
|
30.1K
$4.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.26K+ 1.52% |
$160K - $171K
|
84.6K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.23K+ 2.82% |
$156K - $167K
|
44.9K
$6.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.23K+ 3.16% |
$156K - $167K
|
40.2K
$5.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.23K+ 11.9% |
$156K - $166K
|
11.5K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.19K+ 1.86% |
$151K - $161K
|
64.9K
$9.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 69.1% |
$150K - $161K
|
2.9K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.17K+ 0.07% |
$148K - $159K
|
1.73M
$257M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.19% |
$146K - $156K
|
53.7K
$7.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.14K+ 19.01% |
$145K - $155K
|
7.15K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$144K - $155K
|
1.14K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 4.53% |
$143K - $153K
|
26K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$139K - $148K
|
1.09K
$162K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.08K+ 3.55% |
$137K - $147K
|
31.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.08K+ 18.32% |
$136K - $146K
|
6.96K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 10.25% |
$130K - $139K
|
11K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.01K+ 4.31% |
$128K - $137K
|
24.4K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
996+ 322.33% |
$126K - $135K
|
1.31K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
987+ 5.63% |
$125K - $134K
|
18.5K
$2.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
985+ 4.22% |
$125K - $134K
|
24.3K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
982+ 8.21% |
$124K - $133K
|
12.9K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
982+ 10.33% |
$124K - $133K
|
10.5K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
972+ 7.82% |
$123K - $132K
|
13.4K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
969+ 4.53% |
$123K - $131K
|
22.3K
$3.32M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
965+ 684.4% |
$122K - $131K
|
1.11K
$164K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
958+ 26.65% |
$121K - $130K
|
4.55K
$676K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
958+ 5.62% |
$121K - $130K
|
18K
$2.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
946+ 20.55% |
$120K - $128K
|
5.55K
$824K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
940+ 25.1% |
$119K - $128K
|
4.69K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
923+ 16.67% |
$117K - $125K
|
6.46K
$959K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
920+ 51.11% |
$117K - $125K
|
2.72K
$404K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
907+ 1.55% |
$115K - $123K
|
59.5K
$8.83M
|