Purchases and Sales Made in Q3 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400- 4.3% |
$51.5K - $54.5K
|
8.9K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-401- 0.57% |
$51.6K - $54.6K
|
69.6K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-405- 0.24% |
$52.1K - $55.2K
|
166K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-412- 5.22% |
$53K - $56.1K
|
7.49K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-427- 4.99% |
$55K - $58.2K
|
8.12K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-428- 8.79% |
$55.1K - $58.3K
|
4.44K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-429- 0.99% |
$55.2K - $58.4K
|
42.7K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-431- 36.46% |
$55.5K - $58.7K
|
751
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-439- 1.79% |
$56.5K - $59.8K
|
24.1K
$3.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-440- 16.34% |
$56.6K - $59.9K
|
2.25K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-444- 0.71% |
$57.2K - $60.5K
|
62.1K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-449- 14.07% |
$57.8K - $61.2K
|
2.74K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-451- 8.13% |
$58.1K - $61.4K
|
5.1K
$750K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-457- 18.99% |
$58.8K - $62.3K
|
1.95K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-457- 41.77% |
$58.8K - $62.3K
|
637
$93.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-482- 19.88% |
$62.1K - $65.7K
|
1.94K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-484- 5.37% |
$62.3K - $65.9K
|
8.52K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-494- 8.98% |
$63.6K - $67.3K
|
5.01K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-495- 0.44% |
$63.7K - $67.4K
|
112K
$16.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-496- 3.15% |
$63.9K - $67.6K
|
15.3K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-496- 8.23% |
$63.9K - $67.6K
|
5.53K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-500- 6.99% |
$64.4K - $68.1K
|
6.65K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-500- 3.89% |
$64.4K - $68.1K
|
12.3K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 4.67% |
$64.4K - $68.1K
|
10.2K
$1.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-506- 8.42% |
$65.1K - $68.9K
|
5.51K
$810K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-515- 1.19% |
$66.3K - $70.2K
|
42.8K
$6.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-516- 2.14% |
$66.4K - $70.3K
|
23.6K
$3.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-517- 4.75% |
$66.6K - $70.4K
|
10.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-519- 10.38% |
$66.8K - $70.7K
|
4.48K
$659K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-523- 1.74% |
$67.3K - $71.3K
|
29.6K
$4.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-526- 2.22% |
$67.7K - $71.7K
|
23.1K
$3.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-550- 9.92% |
$70.8K - $74.9K
|
5K
$735K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-562- 16.19% |
$72.4K - $76.6K
|
2.91K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-562- 4.56% |
$72.4K - $76.6K
|
11.8K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-584- 0.24% |
$75.2K - $79.6K
|
238K
$35M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-589- 3.08% |
$75.8K - $80.2K
|
18.5K
$2.72M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-602- 13.31% |
$77.5K - $82K
|
3.92K
$577K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-604- 10.16% |
$77.8K - $82.3K
|
5.34K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-619- 9.16% |
$79.7K - $84.3K
|
6.14K
$902K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-620- 2.08% |
$79.8K - $84.5K
|
29.2K
$4.3M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-625- 26.46% |
$80.5K - $85.2K
|
1.74K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-636- 1.24% |
$81.9K - $86.6K
|
50.8K
$7.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-647- 16.88% |
$83.3K - $88.1K
|
3.19K
$469K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-652- 3.92% |
$83.9K - $88.8K
|
16K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-652- 0.84% |
$83.9K - $88.8K
|
76.6K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-656- 3.43% |
$84.5K - $89.4K
|
18.5K
$2.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-676- 3.64% |
$87K - $92.1K
|
17.9K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-686- 0.6% |
$88.3K - $93.5K
|
114K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-691- 8.55% |
$89K - $94.1K
|
7.39K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-691- 21.96% |
$89K - $94.1K
|
2.46K
$361K
|