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 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-236- 1.1% |
$29.9K - $32.9K
|
21.3K
$2.97M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-237- 13.2% |
$30K - $33K
|
1.56K
$218K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-242- 44.65% |
$30.6K - $33.7K
|
300
$41.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-245- 1.24% |
$31K - $34.2K
|
19.5K
$2.72M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-248- 1.36% |
$31.4K - $34.6K
|
17.9K
$2.5M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-251- 8.15% |
$31.8K - $35K
|
2.83K
$395K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-266- 3.07% |
$33.7K - $37.1K
|
8.4K
$1.17M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-266- 2.54% |
$33.7K - $37.1K
|
10.2K
$1.43M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-270- 10.23% |
$34.2K - $37.6K
|
2.37K
$331K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$34.2K - $37.6K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-272- 3.07% |
$34.4K - $37.9K
|
8.6K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-272- 3.07% |
$34.4K - $37.9K
|
8.6K
$1.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-275- 5.1% |
$34.8K - $38.3K
|
5.12K
$715K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-275- 1.31% |
$34.8K - $38.3K
|
20.7K
$2.89M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-277- 1.84% |
$35.1K - $38.6K
|
14.8K
$2.06M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-283- 0.93% |
$35.8K - $39.5K
|
30.2K
$4.22M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-285Closed |
$36.1K - $39.7K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-285- 14.15% |
$36.1K - $39.7K
|
1.73K
$241K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-297- 9.1% |
$37.6K - $41.4K
|
2.97K
$414K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 26.88% |
$38K - $41.8K
|
816
$114K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-305- 11.31% |
$38.6K - $42.5K
|
2.39K
$334K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-307- 6.37% |
$38.9K - $42.8K
|
4.51K
$630K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-308- 1.21% |
$39K - $42.9K
|
25.2K
$3.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-309- 0.86% |
$39.1K - $43.1K
|
35.8K
$4.99M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-312- 12.52% |
$39.5K - $43.5K
|
2.18K
$304K
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-312- 4.69% |
$39.5K - $43.5K
|
6.34K
$885K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-312- 16.59% |
$39.5K - $43.5K
|
1.57K
$219K
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-313- 1.56% |
$39.6K - $43.6K
|
19.8K
$2.76M
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-314- 8.16% |
$39.7K - $43.8K
|
3.53K
$493K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-326- 18.24% |
$41.3K - $45.5K
|
1.46K
$204K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-329- 64.01% |
$41.6K - $45.9K
|
185
$25.8K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-330- 11.96% |
$41.8K - $46K
|
2.43K
$339K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-335- 6.47% |
$42.4K - $46.7K
|
4.85K
$677K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-338- 7.48% |
$42.8K - $47.1K
|
4.18K
$584K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-339- 1.51% |
$42.9K - $47.3K
|
22.1K
$3.09M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-342- 10.21% |
$43.3K - $47.7K
|
3.01K
$420K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-342Closed |
$43.3K - $47.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-350- 4.12% |
$44.3K - $48.8K
|
8.14K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-357- 39.36% |
$45.2K - $49.8K
|
550
$76.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-360Closed |
$45.6K - $50.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-360- 4.02% |
$45.6K - $50.2K
|
8.6K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-367Closed |
$46.4K - $51.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-368- 3.92% |
$46.6K - $51.3K
|
9.02K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400- 1.02% |
$50.6K - $55.8K
|
38.9K
$5.43M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 6.63% |
$50.6K - $55.8K
|
5.63K
$786K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-401Closed |
$50.7K - $55.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-403- 31.19% |
$51K - $56.2K
|
889
$124K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-411- 1.2% |
$52K - $57.3K
|
34K
$4.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-411- 4.04% |
$52K - $57.3K
|
9.76K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-412- 1.37% |
$52.1K - $57.4K
|
29.7K
$4.15M
|