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 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
667+ 1.97% |
$85.9K - $90.9K
|
34.5K
$5.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
667+ 10.94% |
$85.9K - $90.9K
|
6.76K
$995K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
661+ 15.22% |
$85.1K - $90.1K
|
5K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
657+ 36.3% |
$84.6K - $89.5K
|
2.47K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
657+ 0.55% |
$84.6K - $89.5K
|
119K
$17.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
651+ 7.81% |
$83.8K - $88.7K
|
8.99K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
643+ 5.86% |
$82.8K - $87.6K
|
11.6K
$1.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
629+ 16.22% |
$81K - $85.7K
|
4.51K
$663K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
627+ 59.49% |
$80.7K - $85.4K
|
1.68K
$247K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
619+ 6.81% |
$79.7K - $84.3K
|
9.71K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
619+ 5.81% |
$79.7K - $84.3K
|
11.3K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
605+ 21.86% |
$77.9K - $82.4K
|
3.37K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
603+ 2.95% |
$77.6K - $82.2K
|
21K
$3.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
589+ 20.67% |
$75.8K - $80.2K
|
3.44K
$506K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
569+ 10.66% |
$73.3K - $77.5K
|
5.91K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
568+ 0.29% |
$73.1K - $77.4K
|
196K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
563New |
$72.5K - $76.7K
|
563
$82.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
561+ 7.12% |
$72.2K - $76.4K
|
8.44K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
557+ 4.09% |
$71.7K - $75.9K
|
14.2K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
555+ 13.03% |
$71.5K - $75.6K
|
4.81K
$708K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
546+ 0.79% |
$70.3K - $74.4K
|
69.4K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
546+ 2.77% |
$70.3K - $74.4K
|
20.3K
$2.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
545+ 3.15% |
$70.2K - $74.3K
|
17.9K
$2.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
539+ 8.84% |
$69.4K - $73.4K
|
6.64K
$976K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
535New |
$68.9K - $72.9K
|
535
$78.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
524+ 10.89% |
$67.5K - $71.4K
|
5.34K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
524+ 9.88% |
$67.5K - $71.4K
|
5.83K
$857K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.7% |
$65.7K - $69.5K
|
30.5K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
507+ 4.0% |
$65.3K - $69.1K
|
13.2K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
501+ 3.11% |
$64.5K - $68.3K
|
16.6K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
496+ 5.33% |
$63.9K - $67.6K
|
9.8K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
488+ 1.31% |
$62.8K - $66.5K
|
37.6K
$5.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
482+ 2.03% |
$62.1K - $65.7K
|
24.3K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
479+ 5.4% |
$61.7K - $65.3K
|
9.35K
$1.38M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
477+ 6.03% |
$61.4K - $65K
|
8.39K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
473+ 5.39% |
$60.9K - $64.4K
|
9.25K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
465+ 3.9% |
$59.9K - $63.4K
|
12.4K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
453+ 12.19% |
$58.3K - $61.7K
|
4.17K
$613K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
452+ 6.13% |
$58.2K - $61.6K
|
7.82K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
450+ 9.21% |
$57.9K - $61.3K
|
5.34K
$785K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
443New |
$57K - $60.4K
|
443
$65.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
425+ 4.25% |
$54.7K - $57.9K
|
10.4K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
423+ 12.46% |
$54.5K - $57.6K
|
3.82K
$561K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
418+ 12.71% |
$53.8K - $56.9K
|
3.71K
$545K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
417+ 27.65% |
$53.7K - $56.8K
|
1.93K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
415+ 16.15% |
$53.4K - $56.5K
|
2.99K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
414+ 0.01% |
$53.3K - $56.4K
|
3.96M
$582M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
411+ 2.61% |
$52.9K - $56K
|
16.1K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
410+ 13.13% |
$52.8K - $55.9K
|
3.53K
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
402+ 25.35% |
$51.8K - $54.8K
|
1.99K
$292K
|