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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
129+ 0.79% |
$15.5K - $18.4K
|
16.4K
$2.42M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
129+ 9.4% |
$15.5K - $18.4K
|
1.5K
$221K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
128+ 7.42% |
$15.3K - $18.3K
|
1.85K
$272K
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
128+ 3.32% |
$15.3K - $18.3K
|
3.98K
$585K
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
128+ 7.37% |
$15.3K - $18.3K
|
1.87K
$274K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
121+ 484.0% |
$14.5K - $17.3K
|
146
$21.5K
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
121+ 0.67% |
$14.5K - $17.3K
|
18.1K
$2.66M
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
113+ 4.07% |
$13.5K - $16.1K
|
2.89K
$425K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
111+ 3.04% |
$13.3K - $15.9K
|
3.76K
$553K
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
109+ 3.78% |
$13.1K - $15.6K
|
2.99K
$440K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
109New |
$13.1K - $15.6K
|
109
$16K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
108+ 0.9% |
$12.9K - $15.4K
|
12.1K
$1.78M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
107+ 4.29% |
$12.8K - $15.3K
|
2.6K
$383K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
105+ 16.59% |
$12.6K - $15K
|
738
$109K
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
104+ 6.22% |
$12.5K - $14.9K
|
1.78K
$261K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
103+ 1.2% |
$12.3K - $14.7K
|
8.67K
$1.28M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
103+ 1.93% |
$12.3K - $14.7K
|
5.43K
$799K
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
102+ 0.31% |
$12.2K - $14.6K
|
33.4K
$4.92M
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
101+ 0.28% |
$12.1K - $14.4K
|
36.8K
$5.4M
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
100+ 2.23% |
$12K - $14.3K
|
4.58K
$674K
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
100+ 5.66% |
$12K - $14.3K
|
1.87K
$275K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 1000.0% |
$12K - $14.3K
|
110
$16.2K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
94+ 60.26% |
$11.3K - $13.4K
|
250
$36.8K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
93+ 76.86% |
$11.1K - $13.3K
|
214
$31.5K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92+ 13.33% |
$11K - $13.1K
|
782
$115K
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
90+ 1.42% |
$10.8K - $12.9K
|
6.43K
$945K
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.53% |
$10.4K - $12.4K
|
16.6K
$2.44M
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
82+ 0.39% |
$9.83K - $11.7K
|
21.3K
$3.13M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
82+ 3.08% |
$9.83K - $11.7K
|
2.74K
$403K
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
75+ 0.11% |
$8.99K - $10.7K
|
66.8K
$9.82M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
72+ 2.07% |
$8.63K - $10.3K
|
3.56K
$523K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
70+ 3.33% |
$8.39K - $10K
|
2.17K
$320K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
70+ 2.33% |
$8.39K - $10K
|
3.07K
$452K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
68+ 2.01% |
$8.15K - $9.71K
|
3.45K
$508K
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
68+ 2.17% |
$8.15K - $9.71K
|
3.2K
$470K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
65+ 0.43% |
$7.79K - $9.28K
|
15.2K
$2.24M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
65+ 2.55% |
$7.79K - $9.28K
|
2.61K
$384K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 1.05% |
$7.55K - $9K
|
6.09K
$895K
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
61+ 2.77% |
$7.31K - $8.71K
|
2.27K
$333K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 40.54% |
$7.19K - $8.57K
|
208
$30.6K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
58+ 0.39% |
$6.95K - $8.28K
|
15K
$2.21M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
58+ 2.33% |
$6.95K - $8.28K
|
2.54K
$374K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
58+ 2.69% |
$6.95K - $8.28K
|
2.22K
$326K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 25.33% |
$6.83K - $8.14K
|
282
$41.5K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
55+ 11.88% |
$6.59K - $7.86K
|
518
$76.2K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
54+ 0.67% |
$6.47K - $7.71K
|
8.07K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
52+ 2.41% |
$6.23K - $7.43K
|
2.21K
$325K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
51+ 3.91% |
$6.11K - $7.28K
|
1.35K
$199K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
51+ 2.4% |
$6.11K - $7.28K
|
2.18K
$320K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
51+ 10.24% |
$6.11K - $7.28K
|
549
$80.7K
|