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 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-770Closed |
$92.3K - $110K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-784- 48.57% |
$94K - $112K
|
830
$122K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-800- 7.09% |
$95.9K - $114K
|
10.5K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-812- 23.21% |
$97.4K - $116K
|
2.69K
$395K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-844Closed |
$101K - $121K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
SELL
|
- |
-850- 4.05% |
$102K - $121K
|
20.1K
$2.96M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-856- 33.14% |
$103K - $122K
|
1.73K
$254K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-863- 2.89% |
$103K - $123K
|
29K
$4.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-865- 28.82% |
$104K - $124K
|
2.14K
$314K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-870- 32.39% |
$104K - $124K
|
1.82K
$267K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-876- 17.5% |
$105K - $125K
|
4.13K
$607K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-879Closed |
$105K - $126K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-889Closed |
$107K - $127K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-899- 35.01% |
$108K - $128K
|
1.67K
$245K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-900- 0.88% |
$108K - $129K
|
101K
$14.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-962Closed |
$115K - $137K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-984- 16.52% |
$118K - $141K
|
4.97K
$731K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-989- 2.44% |
$119K - $141K
|
39.6K
$5.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.01K- 17.11% |
$121K - $144K
|
4.89K
$719K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.05K- 26.58% |
$126K - $150K
|
2.9K
$426K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.05K- 3.89% |
$126K - $150K
|
26K
$3.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08K- 8.84% |
$130K - $155K
|
11.2K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.1K- 5.54% |
$131K - $157K
|
18.7K
$2.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.13K- 37.69% |
$136K - $162K
|
1.87K
$275K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 42.7% |
$137K - $163K
|
1.53K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.15K- 6.26% |
$137K - $164K
|
17.2K
$2.52M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.15K- 39.11% |
$138K - $164K
|
1.79K
$263K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.16K- 21.22% |
$138K - $165K
|
4.29K
$631K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.16K- 22.99% |
$139K - $165K
|
3.88K
$570K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.16K- 9.96% |
$139K - $166K
|
10.5K
$1.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.18KClosed |
$141K - $168K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.18K- 8.96% |
$142K - $169K
|
12K
$1.77M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-1.2K- 1.24% |
$144K - $171K
|
95.3K
$14M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1.21KClosed |
$145K - $173K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.21K- 6.78% |
$145K - $173K
|
16.7K
$2.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.23K- 6.85% |
$147K - $175K
|
16.7K
$2.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.23K- 4.47% |
$147K - $176K
|
26.3K
$3.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.23K- 9.98% |
$147K - $176K
|
11.1K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.25K- 0.72% |
$150K - $179K
|
171K
$25.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.28K- 23.75% |
$153K - $183K
|
4.11K
$604K
|
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.29K- 1.45% |
$155K - $185K
|
87.7K
$12.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.29KClosed |
$155K - $185K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.34KClosed |
$161K - $191K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.37K- 3.47% |
$164K - $195K
|
38K
$5.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 50.36% |
$166K - $198K
|
1.37K
$201K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 7.15% |
$171K - $204K
|
18.5K
$2.72M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.45K- 25.74% |
$174K - $207K
|
4.19K
$616K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.45K- 3.77% |
$174K - $208K
|
37.1K
$5.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.46KClosed |
$175K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-1.46KClosed |
$175K - $209K
|
0
$0
|