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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
300+ 5.16% |
$38K - $41.8K
|
6.11K
$882K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
298New |
$37.7K - $41.6K
|
298
$43K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
297+ 10.01% |
$37.6K - $41.4K
|
3.26K
$471K
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
296+ 9.88% |
$37.5K - $41.3K
|
3.29K
$475K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
290+ 3.22% |
$36.7K - $40.4K
|
9.31K
$1.34M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
287+ 0.11% |
$36.3K - $40K
|
271K
$39M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286+ 70.79% |
$36.2K - $39.9K
|
690
$99.6K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
283+ 1.9% |
$35.8K - $39.5K
|
15.2K
$2.19M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
281+ 95.25% |
$35.6K - $39.2K
|
576
$83.1K
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
278+ 15.62% |
$35.2K - $38.8K
|
2.06K
$297K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
275+ 28.56% |
$34.8K - $38.3K
|
1.24K
$179K
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
273+ 9.36% |
$34.5K - $38.1K
|
3.19K
$460K
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
267+ 1.65% |
$33.8K - $37.2K
|
16.5K
$2.38M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
267+ 4.05% |
$33.8K - $37.2K
|
6.86K
$990K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
265+ 11.02% |
$33.5K - $37K
|
2.67K
$385K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
263+ 8.09% |
$33.3K - $36.7K
|
3.51K
$507K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
262+ 0.21% |
$33.2K - $36.5K
|
123K
$17.8M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
260+ 10.2% |
$32.9K - $36.3K
|
2.81K
$405K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
260+ 0.61% |
$32.9K - $36.3K
|
42.8K
$6.17M
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
254+ 1.69% |
$32.1K - $35.4K
|
15.3K
$2.2M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
252+ 3.13% |
$31.9K - $35.1K
|
8.3K
$1.2M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
250+ 11.34% |
$31.6K - $34.9K
|
2.46K
$354K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
249+ 55.96% |
$31.5K - $34.7K
|
694
$100K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
248+ 11.09% |
$31.4K - $34.6K
|
2.48K
$358K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
244+ 0.29% |
$30.9K - $34K
|
83.2K
$12M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
240+ 5.86% |
$30.4K - $33.5K
|
4.34K
$626K
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
239+ 13.69% |
$30.2K - $33.3K
|
1.99K
$286K
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
238+ 1.87% |
$30.1K - $33.2K
|
12.9K
$1.87M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
236+ 6.51% |
$29.9K - $32.9K
|
3.86K
$557K
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
235+ 1.61% |
$29.7K - $32.8K
|
14.8K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
232+ 4.15% |
$29.4K - $32.4K
|
5.82K
$840K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
230New |
$29.1K - $32.1K
|
230
$33.2K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
223+ 35.91% |
$28.2K - $31.1K
|
844
$122K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
223+ 1.86% |
$28.2K - $31.1K
|
12.2K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
222+ 1.11% |
$28.1K - $31K
|
20.2K
$2.91M
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
222New |
$28.1K - $31K
|
222
$32K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
222+ 1.11% |
$28.1K - $31K
|
20.2K
$2.91M
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
219+ 359.02% |
$27.7K - $30.5K
|
280
$40.4K
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
215+ 3.21% |
$27.2K - $30K
|
6.91K
$997K
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
215+ 10.36% |
$27.2K - $30K
|
2.29K
$330K
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
214+ 0.66% |
$27.1K - $29.8K
|
32.7K
$4.72M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
211+ 13.21% |
$26.7K - $29.4K
|
1.81K
$261K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
205+ 14.18% |
$25.9K - $28.6K
|
1.65K
$238K
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
204+ 14.09% |
$25.8K - $28.4K
|
1.65K
$238K
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
200+ 9.83% |
$25.3K - $27.9K
|
2.24K
$323K
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 10.74% |
$25.3K - $27.9K
|
2.06K
$298K
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 10.22% |
$25.3K - $27.9K
|
2.16K
$311K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
198+ 4.31% |
$25.1K - $27.6K
|
4.79K
$692K
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
189+ 8.36% |
$23.9K - $26.4K
|
2.45K
$353K
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
189+ 8.65% |
$23.9K - $26.4K
|
2.37K
$342K
|