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 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-413- 13.03% |
$52.3K - $57.6K
|
2.76K
$398K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-420- 1.11% |
$53.2K - $58.6K
|
37.3K
$5.38M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-424- 15.9% |
$53.7K - $59.1K
|
2.24K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-424- 3.78% |
$53.7K - $59.1K
|
10.8K
$1.56M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-425- 5.84% |
$53.8K - $59.3K
|
6.85K
$989K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-430- 5.39% |
$54.4K - $60K
|
7.56K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-431- 3.53% |
$54.5K - $60.1K
|
11.8K
$1.7M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-435- 2.14% |
$55K - $60.7K
|
19.9K
$2.87M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-446- 13.13% |
$56.4K - $62.2K
|
2.95K
$426K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-465- 78.81% |
$58.8K - $64.8K
|
125
$18K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-465- 17.65% |
$58.8K - $64.8K
|
2.17K
$313K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-476Closed |
$60.2K - $66.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-477- 9.28% |
$60.4K - $66.5K
|
4.66K
$673K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-479- 7.7% |
$60.6K - $66.8K
|
5.74K
$829K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-490- 2.2% |
$62K - $68.3K
|
21.8K
$3.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-499- 2.83% |
$63.1K - $69.6K
|
17.1K
$2.47M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-499- 17.99% |
$63.1K - $69.6K
|
2.28K
$328K
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 4.02% |
$63.3K - $69.7K
|
12K
$1.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-504- 24.93% |
$63.8K - $70.3K
|
1.52K
$219K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-522- 6.92% |
$66.1K - $72.8K
|
7.02K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-538- 1.72% |
$68.1K - $75K
|
30.8K
$4.44M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-563- 8.53% |
$71.2K - $78.5K
|
6.04K
$872K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 5.24% |
$71.4K - $78.6K
|
10.2K
$1.47M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-565- 5.71% |
$71.5K - $78.8K
|
9.34K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-565- 16.51% |
$71.5K - $78.8K
|
2.86K
$412K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-577- 15.73% |
$73K - $80.5K
|
3.09K
$446K
|
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-583- 12.22% |
$73.8K - $81.3K
|
4.19K
$604K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-588- 23.91% |
$74.4K - $82K
|
1.87K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-589- 4.56% |
$74.5K - $82.1K
|
12.3K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-600- 15.77% |
$75.9K - $83.7K
|
3.21K
$463K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-600- 7.78% |
$75.9K - $83.7K
|
7.11K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-600- 16.66% |
$75.9K - $83.7K
|
3K
$433K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-604- 53.26% |
$76.4K - $84.2K
|
530
$76.5K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-610- 5.86% |
$77.2K - $85.1K
|
9.81K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-619- 9.2% |
$78.3K - $86.3K
|
6.11K
$881K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-644- 22.82% |
$81.5K - $89.8K
|
2.18K
$314K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-650- 3.56% |
$82.3K - $90.6K
|
17.6K
$2.54M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-650- 8.28% |
$82.3K - $90.6K
|
7.2K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-666- 4.25% |
$84.3K - $92.9K
|
15K
$2.17M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-669- 5.95% |
$84.7K - $93.3K
|
10.6K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-671- 7.89% |
$84.9K - $93.6K
|
7.83K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-674- 1.06% |
$85.3K - $94K
|
62.9K
$9.07M
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-675- 3.15% |
$85.4K - $94.1K
|
20.7K
$2.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-684- 11.52% |
$86.6K - $95.4K
|
5.25K
$758K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-684- 36.83% |
$86.6K - $95.4K
|
1.17K
$169K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-705Closed |
$89.2K - $98.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-709- 1.69% |
$89.7K - $98.9K
|
41.2K
$5.94M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-728- 19.2% |
$92.1K - $102K
|
3.06K
$442K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-736- 2.15% |
$93.1K - $103K
|
33.5K
$4.83M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-758- 0.89% |
$95.9K - $106K
|
84.4K
$12.2M
|