Purchases and Sales Made in Q4 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.5KNew |
$184K - $204K
|
1.5K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.49K+ 35.13% |
$184K - $203K
|
5.74K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.49K+ 0.27% |
$183K - $203K
|
553K
$81.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.49KNew |
$183K - $203K
|
1.49K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
1.48KNew |
$182K - $202K
|
1.48K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.48KNew |
$182K - $202K
|
1.48K
$218K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.48KNew |
$182K - $201K
|
1.48K
$217K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.48KNew |
$182K - $201K
|
1.48K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 7.55% |
$182K - $201K
|
21K
$3.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.47K+ 90.8% |
$181K - $200K
|
3.09K
$454K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.47KNew |
$181K - $200K
|
1.47K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 4.51% |
$181K - $200K
|
34K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 64.28% |
$179K - $198K
|
3.72K
$546K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 2.39% |
$177K - $197K
|
61.7K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.44K+ 70.8% |
$177K - $196K
|
3.47K
$511K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.4K+ 19.35% |
$173K - $191K
|
8.65K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.39K+ 61.9% |
$172K - $190K
|
3.65K
$536K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 8.71% |
$171K - $190K
|
17.4K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.39K+ 1846.67% |
$171K - $189K
|
1.46K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.37KNew |
$169K - $187K
|
1.37K
$201K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.37K+ 28.38% |
$168K - $186K
|
6.18K
$908K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.36K+ 286.92% |
$167K - $185K
|
1.83K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 41.61% |
$165K - $183K
|
4.56K
$670K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.33K+ 24.12% |
$164K - $181K
|
6.84K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.28K+ 5.77% |
$158K - $175K
|
23.5K
$3.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.27K+ 1.06% |
$157K - $174K
|
121K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.25K+ 4.12% |
$154K - $170K
|
31.5K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 18.91% |
$151K - $168K
|
7.73K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 10.6% |
$151K - $167K
|
12.8K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.21K+ 1.88% |
$149K - $165K
|
65.4K
$9.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.2K+ 29.35% |
$148K - $164K
|
5.29K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.2K+ 37.97% |
$148K - $164K
|
4.36K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 1.77% |
$147K - $163K
|
68.7K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.19K+ 6.01% |
$147K - $162K
|
21K
$3.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 9.6% |
$146K - $162K
|
13.6K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 69.92% |
$146K - $162K
|
2.89K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.17K+ 5.19% |
$144K - $160K
|
23.8K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.16K+ 11.17% |
$142K - $158K
|
11.5K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.13K+ 16.16% |
$139K - $154K
|
8.11K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.11K+ 15.45% |
$137K - $152K
|
8.32K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.09K+ 49.89% |
$134K - $148K
|
3.27K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.06K+ 3.88% |
$131K - $145K
|
28.4K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.06K+ 11.25% |
$131K - $145K
|
10.5K
$1.54M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.06K+ 3.69% |
$131K - $145K
|
29.8K
$4.38M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.06K+ 33.31% |
$130K - $144K
|
4.23K
$622K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.05K+ 3.6% |
$129K - $143K
|
30.1K
$4.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.04K+ 2.38% |
$129K - $142K
|
44.9K
$6.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
1.04K+ 3.0% |
$128K - $141K
|
35.5K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.03K+ 2.22% |
$127K - $141K
|
47.4K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 18.33% |
$126K - $140K
|
6.63K
$975K
|