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 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-57- 2.08% |
$7.21K - $7.95K
|
2.69K
$375K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-59- 3.0% |
$7.47K - $8.23K
|
1.91K
$267K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-60- 2.74% |
$7.59K - $8.37K
|
2.13K
$297K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 84.51% |
$7.59K - $8.37K
|
11
$1.54K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-61Closed |
$7.72K - $8.51K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-63- 2.3% |
$7.97K - $8.78K
|
2.68K
$374K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 3.16% |
$7.97K - $8.78K
|
1.93K
$269K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-64- 0.32% |
$8.1K - $8.92K
|
19.8K
$2.76M
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-65- 0.42% |
$8.23K - $9.06K
|
15.5K
$2.16M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-66- 3.75% |
$8.35K - $9.2K
|
1.69K
$236K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-67- 0.88% |
$8.48K - $9.34K
|
7.59K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-69- 41.57% |
$8.73K - $9.62K
|
97
$13.5K
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-70- 1.74% |
$8.86K - $9.76K
|
3.95K
$552K
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-73Closed |
$9.24K - $10.2K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-73- 6.99% |
$9.24K - $10.2K
|
972
$136K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 1.05% |
$9.24K - $10.2K
|
6.9K
$963K
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-75- 4.24% |
$9.49K - $10.5K
|
1.7K
$237K
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 2.45% |
$9.49K - $10.5K
|
2.99K
$417K
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-77- 3.56% |
$9.74K - $10.7K
|
2.09K
$291K
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-82- 0.22% |
$10.4K - $11.4K
|
37.1K
$5.19M
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-82Closed |
$10.4K - $11.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-83- 0.36% |
$10.5K - $11.6K
|
22.8K
$3.18M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84- 1.2% |
$10.6K - $11.7K
|
6.9K
$964K
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-85- 2.83% |
$10.8K - $11.9K
|
2.92K
$407K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 0.86% |
$10.9K - $12K
|
9.97K
$1.39M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-87Closed |
$11K - $12.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-90- 4.0% |
$11.4K - $12.5K
|
2.16K
$302K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-93Closed |
$11.8K - $13K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-94- 4.97% |
$11.9K - $13.1K
|
1.8K
$251K
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-96- 4.77% |
$12.1K - $13.4K
|
1.92K
$268K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-97- 3.89% |
$12.3K - $13.5K
|
2.4K
$334K
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-98- 2.1% |
$12.4K - $13.7K
|
4.56K
$637K
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-100- 0.77% |
$12.7K - $13.9K
|
12.9K
$1.8M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 5.25% |
$12.7K - $13.9K
|
1.81K
$252K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 90.91% |
$12.7K - $13.9K
|
10
$1.4K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-105- 0.96% |
$13.3K - $14.6K
|
10.8K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-106- 0.88% |
$13.4K - $14.8K
|
12K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-106- 3.02% |
$13.4K - $14.8K
|
3.4K
$475K
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-108- 0.78% |
$13.7K - $15.1K
|
13.7K
$1.91M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-109- 4.12% |
$13.8K - $15.2K
|
2.54K
$354K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-109- 3.64% |
$13.8K - $15.2K
|
2.88K
$403K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-109- 46.58% |
$13.8K - $15.2K
|
125
$17.5K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-109- 37.33% |
$13.8K - $15.2K
|
183
$25.6K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-109- 5.38% |
$13.8K - $15.2K
|
1.92K
$268K
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-112- 5.2% |
$14.2K - $15.6K
|
2.04K
$285K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114- 1.86% |
$14.4K - $15.9K
|
6.02K
$841K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-114Closed |
$14.4K - $15.9K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-115- 7.73% |
$14.6K - $16K
|
1.37K
$192K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-116- 82.27% |
$14.7K - $16.2K
|
25
$3.49K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-117- 3.69% |
$14.8K - $16.3K
|
3.06K
$427K
|