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 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
900
New
$114K - $122K
900 $131K
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
891
+ 5.21%
$113K - $121K
18K $2.62M
Jul 12, 2023 Q2 2023
My Personal Cfo, LLC

BUY
 -
862
+ 34.14%
$109K - $117K
3.39K $493K
Jul 24, 2023 Q2 2023
Wall Capital Group, Inc.

BUY
 -
862
+ 3.46%
$109K - $117K
25.8K $3.75M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
855
New
$108K - $116K
855 $125K
Jul 09, 2024 Q2 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
849
+ 23.1%
$108K - $115K
4.52K $659K
Aug 11, 2023 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
820
+ 46.86%
$104K - $111K
2.57K $374K
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
820
+ 46.86%
$104K - $111K
2.57K $374K
Jul 10, 2023 Q2 2023
Thomasville National Bank

BUY
 -
814
+ 8.09%
$103K - $110K
10.9K $1.58M
Jul 21, 2023 Q2 2023
Millburn Ridgefield Corp

BUY
 -
808
+ 77.77%
$102K - $110K
1.85K $269K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
794
+ 0.63%
$101K - $108K
126K $18.3M
Jul 18, 2023 Q2 2023
Kfa Private Wealth Group, LLC

BUY
 -
790
+ 17.79%
$100K - $107K
5.23K $762K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
781
+ 24.05%
$99K - $106K
4.03K $587K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
773
+ 14.71%
$98K - $105K
6.03K $878K
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
770
New
$97.6K - $104K
770 $112K
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
762
+ 5.75%
$96.6K - $103K
14K $2.04M
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
756
+ 252.84%
$95.8K - $103K
1.06K $154K
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
754
+ 3.73%
$95.6K - $102K
20.9K $3.05M
Aug 04, 2023 Q2 2023
Iowa State Bank

BUY
 -
750
+ 37.5%
$95.1K - $102K
2.75K $401K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
749
New
$94.9K - $102K
749 $109K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
715
+ 14.51%
$90.6K - $97K
5.64K $822K
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
715
+ 11.51%
$90.6K - $97K
6.93K $1.01M
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
687
+ 6.55%
$87.1K - $93.2K
11.2K $1.63M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
681
+ 14.17%
$86.3K - $92.4K
5.49K $799K
Jul 18, 2023 Q2 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
677
+ 2.05%
$85.8K - $91.8K
33.7K $4.91M
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
675
+ 5.79%
$85.5K - $91.6K
12.3K $1.8M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
659
+ 2.89%
$83.5K - $89.4K
23.4K $3.41M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
658
+ 0.4%
$83.4K - $89.3K
166K $24.2M
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
656
+ 1.9%
$83.1K - $89K
35.3K $5.14M
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
650
+ 1.92%
$82.4K - $88.2K
34.5K $5.02M
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
630
+ 4.85%
$79.8K - $85.5K
13.6K $1.98M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
630
New
$79.8K - $85.5K
630 $91.8K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
625
+ 27.06%
$79.2K - $84.8K
2.94K $428K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
624
+ 2.83%
$79.1K - $84.7K
22.7K $3.3M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
616
+ 23.19%
$78.1K - $83.6K
3.27K $477K
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
610
+ 39.35%
$77.3K - $82.8K
2.16K $315K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
600
New
$76K - $81.4K
600 $87.4K
Jul 17, 2023 Q2 2023
Cranbrook Wealth Management, LLC

BUY
 -
597
+ 7.48%
$75.7K - $81K
8.58K $1.25M
Jul 31, 2023 Q2 2023
Trust CO Of Virginia

BUY
 -
591
+ 1.44%
$74.9K - $80.2K
41.7K $6.08M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
590
New
$74.8K - $80K
590 $85.9K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
581
+ 0.72%
$73.6K - $78.8K
81.1K $11.8M
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
580
+ 10.67%
$73.5K - $78.7K
6.01K $876K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
572
+ 4.92%
$72.5K - $77.6K
12.2K $1.78M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
569
+ 20.6%
$72.1K - $77.2K
3.33K $485K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
564
+ 8.9%
$71.5K - $76.5K
6.9K $1.01M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
561
+ 29.76%
$71.1K - $76.1K
2.45K $356K
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
556
+ 18.87%
$70.5K - $75.4K
3.5K $510K
Jul 11, 2023 Q2 2023
Advisory Resource Group

BUY
 -
546
+ 7.41%
$69.2K - $74.1K
7.91K $1.15M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
545
+ 25.38%
$69.1K - $73.9K
2.69K $392K

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