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 |
---|---|---|---|---|---|---|---|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.08KNew |
$263K - $289K
|
2.08K
$299K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2.07K+ 76.52% |
$262K - $289K
|
4.78K
$689K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2.04K+ 1.5% |
$259K - $285K
|
138K
$19.9M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
2.04KNew |
$258K - $284K
|
2.04K
$294K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.04K+ 433.4% |
$258K - $284K
|
2.51K
$362K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.03K+ 12.36% |
$257K - $283K
|
18.5K
$2.67M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 6.05% |
$254K - $280K
|
35.2K
$5.08M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2KNew |
$253K - $279K
|
2K
$289K
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.98KNew |
$250K - $276K
|
1.98K
$285K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.92KNew |
$243K - $268K
|
1.92K
$277K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.9KNew |
$240K - $264K
|
1.9K
$273K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.89K+ 65.74% |
$239K - $263K
|
4.76K
$687K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.89K+ 15.74% |
$239K - $263K
|
13.9K
$2M
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.88K+ 3.39% |
$238K - $263K
|
57.5K
$8.3M
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.85K+ 37.0% |
$234K - $258K
|
6.85K
$989K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.85K+ 20.36% |
$234K - $258K
|
10.9K
$1.58M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.84KNew |
$233K - $257K
|
1.84K
$266K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.84K+ 1.67% |
$233K - $257K
|
112K
$16.2M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.83K+ 8.97% |
$231K - $255K
|
22.2K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.77K+ 111.17% |
$224K - $247K
|
3.37K
$486K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.73KNew |
$218K - $241K
|
1.73K
$249K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.7K+ 25.74% |
$216K - $237K
|
8.32K
$1.2M
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.7K+ 117.4% |
$215K - $237K
|
3.15K
$454K
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.7KNew |
$215K - $237K
|
1.7K
$245K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
1.7K+ 5.43% |
$215K - $237K
|
32.9K
$4.75M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.7KNew |
$215K - $236K
|
1.7K
$245K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.67K+ 215.06% |
$211K - $233K
|
2.45K
$353K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 32.06% |
$211K - $232K
|
6.86K
$990K
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.66K+ 9.64% |
$210K - $232K
|
18.9K
$2.73M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.65K+ 202.45% |
$209K - $230K
|
2.47K
$356K
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.64KNew |
$208K - $229K
|
1.64K
$237K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.61KNew |
$204K - $225K
|
1.61K
$233K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.61KNew |
$204K - $225K
|
1.61K
$233K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.61KNew |
$204K - $225K
|
1.61K
$233K
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$202K - $223K
|
1.6K
$231K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.59KNew |
$202K - $222K
|
1.59K
$230K
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.59K+ 7.87% |
$201K - $221K
|
21.8K
$3.14M
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.59K+ 39.14% |
$201K - $221K
|
5.64K
$814K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.59K+ 2.74% |
$201K - $221K
|
59.5K
$8.59M
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
1.55K+ 66.9% |
$197K - $217K
|
3.88K
$559K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 19.88% |
$196K - $216K
|
9.34K
$1.35M
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.54K+ 4.33% |
$194K - $214K
|
37K
$5.35M
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.53KNew |
$194K - $213K
|
1.53K
$221K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.5K+ 4.98% |
$190K - $209K
|
31.7K
$4.57M
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.5K+ 7.78% |
$189K - $209K
|
20.7K
$2.99M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.45KNew |
$183K - $202K
|
1.45K
$209K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.43K+ 12.06% |
$181K - $200K
|
13.3K
$1.92M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.42K+ 254.76% |
$180K - $198K
|
1.98K
$285K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.41K+ 29.19% |
$178K - $196K
|
6.24K
$900K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.4K+ 4.32% |
$178K - $196K
|
33.9K
$4.89M
|