Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
848+ 16.6% |
$107K - $118K
|
5.96K
$860K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
844+ 3.52% |
$107K - $118K
|
24.9K
$3.59M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
844+ 2058.54% |
$107K - $118K
|
885
$128K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
820+ 7.96% |
$104K - $114K
|
11.1K
$1.61M
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
818+ 1.74% |
$104K - $114K
|
48K
$6.92M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
809+ 5.5% |
$102K - $113K
|
15.5K
$2.24M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
791+ 37.17% |
$100K - $110K
|
2.92K
$421K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
786New |
$99.5K - $110K
|
786
$113K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
785+ 28.93% |
$99.3K - $109K
|
3.5K
$505K
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
777+ 9.5% |
$98.3K - $108K
|
8.96K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
758+ 162.66% |
$95.9K - $106K
|
1.22K
$177K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
757+ 577.86% |
$95.8K - $106K
|
888
$128K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
733+ 38.8% |
$92.8K - $102K
|
2.62K
$378K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
730+ 18.19% |
$92.4K - $102K
|
4.74K
$685K
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
730+ 36.41% |
$92.4K - $102K
|
2.74K
$395K
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
716+ 1.69% |
$90.6K - $99.8K
|
43K
$6.21M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
713+ 46.21% |
$90.2K - $99.4K
|
2.26K
$326K
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
713+ 35.35% |
$90.2K - $99.4K
|
2.73K
$394K
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
689+ 1.51% |
$87.2K - $96.1K
|
46.2K
$6.67M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
688+ 11.63% |
$87.1K - $95.9K
|
6.6K
$953K
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
687+ 4.9% |
$86.9K - $95.8K
|
14.7K
$2.12M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
685+ 23.88% |
$86.7K - $95.5K
|
3.55K
$513K
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
684+ 21.6% |
$86.6K - $95.4K
|
3.85K
$556K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
681+ 9.22% |
$86.2K - $95K
|
8.07K
$1.16M
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
675+ 19.71% |
$85.4K - $94.1K
|
4.1K
$592K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
653+ 27.51% |
$82.6K - $91.1K
|
3.03K
$437K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
644New |
$81.5K - $89.8K
|
644
$92.9K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
640+ 22.91% |
$81K - $89.2K
|
3.43K
$496K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
633New |
$80.1K - $88.3K
|
633
$91.3K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
631+ 25.99% |
$79.9K - $88K
|
3.06K
$441K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
627+ 2.75% |
$79.3K - $87.4K
|
23.4K
$3.38M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
616+ 3.64% |
$78K - $85.9K
|
17.5K
$2.53M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
612+ 4.04% |
$77.4K - $85.3K
|
15.8K
$2.28M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
608+ 3.72% |
$76.9K - $84.8K
|
16.9K
$2.44M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
601+ 9.48% |
$76.1K - $83.8K
|
6.94K
$1M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 5.94% |
$75.8K - $83.5K
|
10.7K
$1.54M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
583+ 10.34% |
$73.8K - $81.3K
|
6.22K
$898K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
580+ 35.87% |
$73.4K - $80.9K
|
2.2K
$317K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
577+ 4.86% |
$73K - $80.5K
|
12.4K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
576+ 14.77% |
$72.9K - $80.3K
|
4.48K
$646K
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
570+ 2.49% |
$72.1K - $79.5K
|
23.5K
$3.39M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
569+ 10.61% |
$72K - $79.3K
|
5.93K
$856K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
559+ 2.53% |
$70.7K - $77.9K
|
22.7K
$3.28M
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
554+ 35.06% |
$70.1K - $77.2K
|
2.13K
$308K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
551+ 37.87% |
$69.7K - $76.8K
|
2.01K
$289K
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
550+ 0.83% |
$69.6K - $76.7K
|
66.7K
$9.63M
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
550+ 8.74% |
$69.6K - $76.7K
|
6.84K
$987K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
545+ 226.14% |
$69K - $76K
|
786
$113K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
535+ 22.48% |
$67.7K - $74.6K
|
2.92K
$421K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
531+ 0.5% |
$67.2K - $74K
|
106K
$15.3M
|