Purchases and Sales Made in Q2 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 4.5% |
$139K - $165K
|
26.8K
$3.94M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.14K+ 3.69% |
$136K - $162K
|
31.9K
$4.69M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.14K+ 5.1% |
$136K - $162K
|
23.4K
$3.44M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.57% |
$136K - $162K
|
45.2K
$6.65M
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.12K+ 2.25% |
$135K - $161K
|
51K
$7.5M
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.12K+ 8.19% |
$134K - $160K
|
14.8K
$2.17M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.11K+ 12.58% |
$134K - $159K
|
9.97K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 57.78% |
$134K - $159K
|
3.04K
$447K
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
1.09K+ 53.02% |
$131K - $156K
|
3.14K
$462K
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.06K+ 218.8% |
$127K - $151K
|
1.54K
$227K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 9.51% |
$122K - $145K
|
11.7K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 27.84% |
$121K - $145K
|
4.65K
$683K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01K+ 687.76% |
$121K - $144K
|
1.16K
$170K
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1K+ 0.47% |
$120K - $143K
|
213K
$31.3M
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 7.78% |
$120K - $143K
|
13.9K
$2.03M
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
995+ 40.63% |
$119K - $142K
|
3.44K
$506K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
988+ 47.61% |
$118K - $141K
|
3.06K
$450K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
956+ 9.89% |
$115K - $137K
|
10.6K
$1.56M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
955+ 11.15% |
$114K - $136K
|
9.52K
$1.4M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
954+ 11.14% |
$114K - $136K
|
9.52K
$1.4M
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
950+ 8.83% |
$114K - $136K
|
11.7K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 2.3% |
$114K - $135K
|
42K
$6.18M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
939+ 3.74% |
$113K - $134K
|
26.1K
$3.83M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
933+ 63.47% |
$112K - $133K
|
2.4K
$353K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
933+ 1.51% |
$112K - $133K
|
62.6K
$9.2M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
931+ 9.37% |
$112K - $133K
|
10.9K
$1.6M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
929+ 615.23% |
$111K - $133K
|
1.08K
$159K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
924+ 1.59% |
$111K - $132K
|
58.9K
$8.65M
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
915+ 11.2% |
$110K - $131K
|
9.09K
$1.33M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
878+ 8.27% |
$105K - $125K
|
11.5K
$1.69M
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
875+ 20.24% |
$105K - $125K
|
5.2K
$763K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
858+ 15.99% |
$103K - $123K
|
6.22K
$914K
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
854+ 4.4% |
$102K - $122K
|
20.3K
$2.98M
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
848+ 12.84% |
$102K - $121K
|
7.45K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
835+ 10.35% |
$100K - $119K
|
8.91K
$1.31M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
820+ 44.93% |
$98.3K - $117K
|
2.65K
$388K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
816+ 18.82% |
$97.8K - $117K
|
5.15K
$757K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
814+ 323.02% |
$97.6K - $116K
|
1.07K
$157K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
810+ 27.41% |
$97.1K - $116K
|
3.77K
$553K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
789+ 13.98% |
$94.6K - $113K
|
6.43K
$945K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
781+ 5.75% |
$93.6K - $112K
|
14.4K
$2.11M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
769+ 10.26% |
$92.2K - $110K
|
8.27K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
764+ 1.53% |
$91.6K - $109K
|
50.6K
$7.43M
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
759New |
$91K - $108K
|
759
$111K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
755+ 12.36% |
$90.5K - $108K
|
6.86K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
745+ 1.06% |
$89.3K - $106K
|
71K
$10.4M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
730+ 3.89% |
$87.5K - $104K
|
19.5K
$2.86M
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
730+ 36.41% |
$87.5K - $104K
|
2.74K
$402K
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
719+ 35.23% |
$86.2K - $103K
|
2.76K
$405K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
716+ 30.17% |
$85.8K - $102K
|
3.09K
$454K
|