Purchases and Sales Made in Q3 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 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 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
978
+ 2.29%
$126K - $133K
43.7K $6.4M
Oct 18, 2023 Q3 2023
Kessler Investment Group, LLC

BUY
 -
976
+ 70.62%
$126K - $133K
2.36K $345K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
969
New
$125K - $132K
969 $142K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
961
New
$124K - $131K
961 $141K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
960
+ 8.43%
$124K - $131K
12.3K $1.81M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
946
New
$122K - $129K
946 $139K
Nov 07, 2023 Q3 2023
Bank Of Marin

Novato, CA
BUY
 -
946
+ 4.4%
$122K - $129K
22.5K $3.29M
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
940
New
$121K - $128K
940 $138K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
931
+ 14.06%
$120K - $127K
7.55K $1.11M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
907
+ 6.04%
$117K - $124K
15.9K $2.33M
Oct 17, 2023 Q3 2023
Advisors Management Group Inc

BUY
 -
902
+ 11.59%
$116K - $123K
8.68K $1.27M
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
902
+ 2.94%
$116K - $123K
31.5K $4.62M
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
902
+ 5.4%
$116K - $123K
17.6K $2.58M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
898
+ 0.56%
$116K - $122K
161K $23.6M
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
898
+ 45.38%
$116K - $122K
2.88K $421K
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
885
+ 5.72%
$114K - $121K
16.4K $2.4M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
885
+ 4.29%
$114K - $121K
21.5K $3.15M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
880
+ 9.73%
$113K - $120K
9.92K $1.45M
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
875
+ 4.08%
$113K - $119K
22.3K $3.27M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
870
+ 47.52%
$112K - $119K
2.7K $396K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
870
New
$112K - $119K
870 $127K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
865
+ 650.38%
$111K - $118K
998 $146K
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
861
+ 27.16%
$111K - $117K
4.03K $590K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
836
+ 2200.0%
$108K - $114K
874 $128K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
834
+ 49.44%
$107K - $114K
2.52K $369K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
825
+ 7.14%
$106K - $112K
12.4K $1.81M
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
825
New
$106K - $112K
825 $121K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
807
+ 8.29%
$104K - $110K
10.5K $1.54M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
801
+ 2.65%
$103K - $109K
31K $4.54M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
790
+ 1.74%
$102K - $108K
46.3K $6.78M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
787
New
$101K - $107K
787 $115K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
782
+ 7.05%
$101K - $107K
11.9K $1.74M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
761
+ 5.83%
$98K - $104K
13.8K $2.02M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
750
+ 2.43%
$96.6K - $102K
31.6K $4.63M
Oct 19, 2023 Q3 2023
Rezny Wealth Management, Inc.

BUY
 -
731
+ 1.69%
$94.1K - $99.6K
44K $6.44M
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
729
+ 20.8%
$93.9K - $99.3K
4.23K $620K
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
710
+ 3.04%
$91.4K - $96.7K
24.1K $3.53M
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
710
+ 43.27%
$91.4K - $96.7K
2.35K $344K
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
703
+ 1.04%
$90.5K - $95.8K
68.2K $9.99M
Nov 14, 2023 Q3 2023
Credit Agricole S A

BUY
 -
699
+ 6.07%
$90K - $95.2K
12.2K $1.79M
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
697
+ 3.87%
$89.7K - $95K
18.7K $2.74M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
697
+ 2489.29%
$89.7K - $95K
725 $106K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
694
+ 2.95%
$89.3K - $94.6K
24.2K $3.54M
Nov 14, 2023 Q3 2023
Foster Dykema Cabot & CO Inc

BUY
 -
688
+ 0.51%
$88.6K - $93.7K
136K $19.9M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
686
+ 1.5%
$88.3K - $93.5K
46.6K $6.82M
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
678
+ 8.28%
$87.3K - $92.4K
8.87K $1.3M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
676
+ 4.06%
$87K - $92.1K
17.3K $2.54M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
673
+ 0.9%
$86.6K - $91.7K
75.1K $11M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
669
+ 70.42%
$86.1K - $91.1K
1.62K $237K

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