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 |
---|---|---|---|---|---|---|---|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.96KClosed |
$247K - $273K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.99K- 9.3% |
$251K - $277K
|
19.4K
$2.71M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.99K- 7.2% |
$252K - $278K
|
25.7K
$3.58M
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 17.37% |
$253K - $279K
|
9.52K
$1.33M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.04K- 6.06% |
$258K - $285K
|
31.6K
$4.42M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$259K - $285K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-2.06K- 10.0% |
$260K - $287K
|
18.5K
$2.59M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$265K - $292K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-2.09KClosed |
$265K - $292K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.1K- 6.57% |
$266K - $293K
|
29.8K
$4.17M
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.12KClosed |
$268K - $296K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.13K- 33.35% |
$269K - $296K
|
4.25K
$593K
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-2.14K- 5.62% |
$271K - $298K
|
35.9K
$5.01M
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.17KClosed |
$275K - $303K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.22K- 92.96% |
$281K - $310K
|
168
$23.5K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.22K- 3.21% |
$281K - $310K
|
67.1K
$9.37M
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.25KClosed |
$284K - $313K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.27KClosed |
$287K - $316K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.3KClosed |
$291K - $321K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.33KClosed |
$294K - $324K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.39K- 4.65% |
$303K - $333K
|
49.1K
$6.85M
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.4KClosed |
$304K - $335K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-2.46K- 24.21% |
$312K - $343K
|
7.71K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-2.48KClosed |
$313K - $345K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2.49K- 29.46% |
$315K - $347K
|
5.96K
$832K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.51K- 23.66% |
$317K - $349K
|
8.09K
$1.13M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.52K- 1.51% |
$318K - $351K
|
164K
$22.9M
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.56K- 36.32% |
$324K - $357K
|
4.48K
$626K
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.56K- 15.38% |
$324K - $357K
|
14.1K
$1.97M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.59K- 7.11% |
$328K - $361K
|
33.9K
$4.73M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.61KClosed |
$331K - $364K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.67KClosed |
$337K - $372K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.78K- 20.73% |
$352K - $388K
|
10.6K
$1.48M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.78K- 20.31% |
$352K - $388K
|
10.9K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.82K- 33.72% |
$356K - $393K
|
5.53K
$772K
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.82KClosed |
$357K - $393K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.82K- 10.23% |
$357K - $394K
|
24.8K
$3.46M
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.84K- 4.57% |
$360K - $396K
|
59.3K
$8.28M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.85K- 28.19% |
$361K - $397K
|
7.26K
$1.01M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.85KClosed |
$361K - $397K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.87K- 5.78% |
$363K - $400K
|
46.7K
$6.52M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.9K- 34.18% |
$367K - $404K
|
5.59K
$780K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.98K- 24.97% |
$377K - $415K
|
8.94K
$1.25M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.11KClosed |
$394K - $434K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.18K- 45.89% |
$402K - $443K
|
3.75K
$523K
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.19K- 98.06% |
$404K - $445K
|
63
$8.8K
|
|
Apr 19, 2022
Q1 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.22K- 2.17% |
$407K - $449K
|
145K
$20.2M
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3.24K- 4.64% |
$410K - $452K
|
66.7K
$9.31M
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-3.25K- 25.72% |
$411K - $453K
|
9.39K
$1.31M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.25K- 42.91% |
$411K - $453K
|
4.33K
$604K
|