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 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.28KClosed |
$273K - $325K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.37KClosed |
$284K - $339K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.4KClosed |
$288K - $343K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.41K- 3.61% |
$289K - $344K
|
64.3K
$9.45M
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.44KClosed |
$293K - $349K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2.45K- 15.4% |
$294K - $350K
|
13.5K
$1.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-2.47K- 1.57% |
$296K - $353K
|
155K
$22.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.51K- 13.3% |
$301K - $359K
|
16.4K
$2.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-2.51K- 13.3% |
$301K - $359K
|
16.4K
$2.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.52K- 22.99% |
$302K - $359K
|
8.43K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2.54K- 30.45% |
$304K - $362K
|
5.79K
$852K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.56K- 11.24% |
$307K - $366K
|
20.2K
$2.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 23.29% |
$309K - $369K
|
8.5K
$1.25M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.64K- 52.14% |
$316K - $376K
|
2.42K
$356K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.72K- 21.19% |
$326K - $388K
|
10.1K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.75K- 59.02% |
$330K - $393K
|
1.91K
$281K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.8K- 15.55% |
$336K - $400K
|
15.2K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.85K- 5.75% |
$341K - $406K
|
46.6K
$6.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.95K- 13.6% |
$353K - $421K
|
18.7K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.03K- 3.56% |
$364K - $433K
|
82.2K
$12.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-3.06KClosed |
$367K - $437K
|
0
$0
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-3.09K- 3.94% |
$370K - $441K
|
75.3K
$11.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.13K- 2.92% |
$375K - $447K
|
104K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.14K- 11.86% |
$377K - $449K
|
23.3K
$3.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.15KClosed |
$377K - $450K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.19K- 1.26% |
$383K - $456K
|
250K
$36.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.2K- 10.34% |
$384K - $457K
|
27.7K
$4.08M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.23K- 15.96% |
$387K - $461K
|
17K
$2.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-3.24K- 92.47% |
$389K - $463K
|
264
$38.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.31KClosed |
$397K - $473K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.37KClosed |
$404K - $481K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.64K- 44.42% |
$437K - $520K
|
4.56K
$670K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.65K- 42.16% |
$437K - $521K
|
5K
$735K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.66K- 15.07% |
$438K - $522K
|
20.6K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.9K- 17.41% |
$468K - $557K
|
18.5K
$2.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.93K- 30.37% |
$471K - $561K
|
9.01K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.97K- 28.24% |
$476K - $568K
|
10.1K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.99K- 34.35% |
$478K - $570K
|
7.63K
$1.12M
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.11K- 29.84% |
$492K - $586K
|
9.65K
$1.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-4.14K- 86.31% |
$496K - $591K
|
656
$96.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.4K- 9.27% |
$527K - $628K
|
43.1K
$6.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.42KClosed |
$530K - $631K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.44K- 13.79% |
$532K - $633K
|
27.7K
$4.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.53K- 31.92% |
$543K - $646K
|
9.65K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.59KClosed |
$550K - $656K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-4.62K- 13.75% |
$554K - $660K
|
29K
$4.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.72K- 3.12% |
$566K - $674K
|
147K
$21.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.72K- 3.19% |
$566K - $674K
|
143K
$21M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.73K- 34.37% |
$567K - $675K
|
9.03K
$1.33M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.74K- 47.1% |
$568K - $677K
|
5.32K
$783K
|