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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-692- 3.95% |
$89.1K - $94.3K
|
16.8K
$2.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-696- 0.71% |
$89.6K - $94.8K
|
96.9K
$14.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-699- 3.71% |
$90K - $95.2K
|
18.1K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-702- 18.83% |
$90.4K - $95.6K
|
3.03K
$445K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-733- 13.89% |
$94.4K - $99.9K
|
4.55K
$668K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-750- 2.52% |
$96.6K - $102K
|
29K
$4.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-750- 27.27% |
$96.6K - $102K
|
2K
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-753- 3.36% |
$96.9K - $103K
|
21.7K
$3.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-753- 3.25% |
$96.9K - $103K
|
22.4K
$3.3M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-754- 30.83% |
$97.1K - $103K
|
1.69K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-766- 15.79% |
$98.6K - $104K
|
4.09K
$601K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-769- 13.96% |
$99K - $105K
|
4.74K
$697K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-787- 1.42% |
$101K - $107K
|
54.6K
$8.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-822- 30.97% |
$106K - $112K
|
1.83K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-825- 4.73% |
$106K - $112K
|
16.6K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-827- 29.08% |
$106K - $113K
|
2.02K
$297K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-829- 9.86% |
$107K - $113K
|
7.58K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-830- 94.1% |
$107K - $113K
|
52
$7.65K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-845- 79.12% |
$109K - $115K
|
223
$32.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-849- 0.41% |
$109K - $116K
|
204K
$30M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-852- 17.68% |
$110K - $116K
|
3.97K
$583K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-864- 67.92% |
$111K - $118K
|
408
$60K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-871- 27.66% |
$112K - $119K
|
2.28K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 4.91% |
$113K - $119K
|
17K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-911- 2.65% |
$117K - $124K
|
33.5K
$4.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-930- 10.79% |
$120K - $127K
|
7.69K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-930- 3.63% |
$120K - $127K
|
24.7K
$3.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-934- 10.31% |
$120K - $127K
|
8.12K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-947- 16.78% |
$122K - $129K
|
4.7K
$690K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-952- 10.49% |
$123K - $130K
|
8.13K
$1.19M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-975- 26.62% |
$126K - $133K
|
2.69K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-985- 11.97% |
$127K - $134K
|
7.25K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 16.67% |
$129K - $136K
|
5K
$735K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1K- 15.16% |
$129K - $136K
|
5.6K
$824K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.01K- 35.98% |
$129K - $137K
|
1.79K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 9.33% |
$132K - $140K
|
9.98K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 0.67% |
$132K - $140K
|
153K
$22.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.03K- 10.61% |
$133K - $140K
|
8.68K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.03K- 22.62% |
$133K - $140K
|
3.52K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.05K- 4.75% |
$135K - $143K
|
21K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.05K- 35.74% |
$135K - $143K
|
1.88K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.06K- 13.86% |
$136K - $144K
|
6.57K
$966K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.06K- 8.9% |
$137K - $145K
|
10.9K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.06K- 0.85% |
$137K - $145K
|
125K
$18.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.08K- 14.2% |
$139K - $147K
|
6.5K
$956K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.08K- 7.68% |
$139K - $147K
|
13K
$1.91M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.09K- 6.91% |
$141K - $149K
|
14.7K
$2.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.1K- 14.7% |
$141K - $149K
|
6.36K
$934K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.11K- 6.72% |
$143K - $151K
|
15.4K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.11K- 3.5% |
$143K - $151K
|
30.6K
$4.49M
|