Purchases and Sales Made in Q2 2023 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
12K+ 57.14% |
$1.52M - $1.63M
|
33K
$4.77M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.9KNew |
$1.5M - $1.61M
|
11.9K
$1.72M
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.8KNew |
$1.5M - $1.6M
|
11.8K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.18% |
$1.49M - $1.59M
|
238K
$34.5M
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.7K+ 198.61% |
$1.48M - $1.58M
|
17.6K
$2.54M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.6K+ 2.47% |
$1.47M - $1.57M
|
482K
$69.7M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 10.84% |
$1.4M - $1.5M
|
113K
$16.4M
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10.9KNew |
$1.38M - $1.48M
|
10.9K
$1.57M
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.36M - $1.46M
|
10.8K
$1.56M
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
10.1K+ 17.13% |
$1.28M - $1.37M
|
68.8K
$9.95M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10K+ 26.13% |
$1.27M - $1.36M
|
48.4K
$7M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54K+ 1.17% |
$1.21M - $1.29M
|
822K
$119M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.54KNew |
$1.21M - $1.29M
|
9.54K
$1.38M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.47K+ 62.09% |
$1.2M - $1.29M
|
24.7K
$3.58M
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.3K+ 19.19% |
$1.18M - $1.26M
|
57.8K
$8.35M
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.12K+ 14.27% |
$1.16M - $1.24M
|
73K
$10.6M
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
9.02K+ 19.61% |
$1.14M - $1.22M
|
55K
$7.96M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.87KNew |
$1.12M - $1.2M
|
8.87K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.85K+ 12.02% |
$1.12M - $1.2M
|
82.5K
$11.9M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.81K+ 2.4% |
$1.12M - $1.2M
|
376K
$54.3M
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
8.78K+ 65.59% |
$1.11M - $1.19M
|
22.2K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
8.73K+ 20.67% |
$1.11M - $1.18M
|
51K
$7.37M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
8.7KNew |
$1.1M - $1.18M
|
8.7K
$1.26M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.6K+ 95.88% |
$1.09M - $1.17M
|
17.6K
$2.54M
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.58KNew |
$1.09M - $1.16M
|
8.58K
$1.24M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.41K+ 41.72% |
$1.07M - $1.14M
|
28.6K
$4.13M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.23K+ 49.3% |
$1.04M - $1.12M
|
24.9K
$3.6M
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.23K+ 10.65% |
$1.04M - $1.12M
|
85.5K
$12.4M
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
8.12K+ 11.45% |
$1.03M - $1.1M
|
79K
$11.4M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 4.3% |
$984K - $1.05M
|
189K
$27.3M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.55KNew |
$957K - $1.02M
|
7.55K
$1.09M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.45K+ 1.37% |
$944K - $1.01M
|
553K
$79.9M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.42K+ 7.2% |
$940K - $1.01M
|
110K
$16M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.27KNew |
$921K - $986K
|
7.27K
$1.05M
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.24K+ 245.57% |
$918K - $982K
|
10.2K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
7.18K+ 9.37% |
$910K - $974K
|
83.7K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.03K+ 90.99% |
$891K - $953K
|
14.8K
$2.13M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6.96K+ 91.2% |
$883K - $945K
|
14.6K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.91K+ 29.31% |
$876K - $938K
|
30.5K
$4.41M
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.9KNew |
$875K - $936K
|
6.9K
$998K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
6.8K+ 4.13% |
$861K - $922K
|
171K
$24.7M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.74K+ 200.36% |
$854K - $914K
|
10.1K
$1.46M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.71K+ 286.91% |
$850K - $910K
|
9.04K
$1.31M
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
6.61K+ 24.41% |
$838K - $897K
|
33.7K
$4.87M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.34K+ 4.67% |
$803K - $860K
|
142K
$20.5M
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
6.26K+ 36.27% |
$793K - $849K
|
23.5K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.17KNew |
$782K - $837K
|
6.17K
$892K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6.15KNew |
$779K - $834K
|
6.15K
$889K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.88KNew |
$745K - $798K
|
5.88K
$850K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
5.86K+ 103.52% |
$742K - $794K
|
11.5K
$1.66M
|