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
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.98K+ 2.43% |
$378K - $416K
|
126K
$17.6M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.96KNew |
$374K - $412K
|
2.96K
$413K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.95K+ 7.69% |
$373K - $411K
|
41.3K
$5.77M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.94KNew |
$372K - $410K
|
2.94K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$370K - $408K
|
2.92K
$408K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.92KNew |
$369K - $407K
|
2.92K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.92K+ 12.02% |
$369K - $407K
|
27.2K
$3.8M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.87KNew |
$363K - $400K
|
2.87K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.85K+ 5.1% |
$361K - $398K
|
58.7K
$8.2M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.84K+ 58.6% |
$359K - $396K
|
7.68K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.83KNew |
$359K - $395K
|
2.83K
$396K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.83K+ 1.5% |
$358K - $394K
|
191K
$26.7M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.76KNew |
$349K - $384K
|
2.76K
$385K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.76K+ 3.68% |
$349K - $384K
|
77.7K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.75K+ 5.69% |
$348K - $383K
|
51K
$7.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.72K+ 15.63% |
$345K - $380K
|
20.1K
$2.81M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$344K - $379K
|
2.72K
$379K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.67K+ 33.68% |
$338K - $372K
|
10.6K
$1.48M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$336K - $371K
|
2.66K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.62K+ 5.54% |
$331K - $365K
|
49.8K
$6.96M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 4.26% |
$328K - $362K
|
63.6K
$8.87M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.57KNew |
$325K - $358K
|
2.57K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$320K - $352K
|
2.53K
$353K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 15.83% |
$318K - $350K
|
18.4K
$2.56M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.51K+ 35.04% |
$318K - $350K
|
9.67K
$1.35M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.48K+ 5.96% |
$314K - $346K
|
44.1K
$6.16M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.39KNew |
$302K - $333K
|
2.39K
$334K
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.37KNew |
$300K - $331K
|
2.37K
$331K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
2.35K+ 0.24% |
$297K - $328K
|
1M
$140M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.35K+ 3.95% |
$297K - $327K
|
61.7K
$8.61M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.33K+ 8.02% |
$294K - $324K
|
31.3K
$4.37M
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.29KNew |
$289K - $319K
|
2.29K
$319K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.27K+ 9.09% |
$288K - $317K
|
27.3K
$3.81M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.27K+ 8.33% |
$288K - $317K
|
29.6K
$4.13M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
2.26K+ 43.87% |
$286K - $315K
|
7.42K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.21K+ 20.18% |
$280K - $308K
|
13.2K
$1.84M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.2K+ 134.23% |
$278K - $307K
|
3.84K
$536K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.19K+ 26.25% |
$277K - $306K
|
10.5K
$1.47M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.17K+ 1.09% |
$274K - $302K
|
200K
$27.9M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.15K+ 14.69% |
$272K - $300K
|
16.8K
$2.34M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.15KNew |
$272K - $300K
|
2.15K
$300K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 3.08% |
$271K - $298K
|
71.6K
$10M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.12K+ 65.43% |
$268K - $296K
|
5.36K
$748K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.12KNew |
$268K - $295K
|
2.12K
$295K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.1KNew |
$266K - $293K
|
2.1K
$294K
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.1K+ 1.85% |
$266K - $293K
|
116K
$16.2M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$266K - $293K
|
2.1K
$293K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$265K - $292K
|
2.1K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.08K+ 60.65% |
$263K - $290K
|
5.5K
$769K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.08K+ 9.0% |
$263K - $289K
|
25.1K
$3.51M
|