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 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
21.6K+ 18.93% |
$2.59M - $3.08M
|
136K
$19.9M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 174.08% |
$2.57M - $3.06M
|
33.8K
$4.96M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.8K+ 157.88% |
$2.49M - $2.97M
|
34K
$4.99M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20.6K+ 43.16% |
$2.47M - $2.95M
|
68.4K
$10.1M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.5K+ 9.6% |
$2.45M - $2.92M
|
234K
$34.3M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
20.3KNew |
$2.43M - $2.9M
|
20.3K
$2.98M
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
20K+ 310.27% |
$2.4M - $2.86M
|
26.4K
$3.88M
|
|
Aug 15, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20KNew |
$2.4M - $2.86M
|
20K
$2.94M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$2.36M - $2.81M
|
19.7K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19.3KNew |
$2.32M - $2.76M
|
19.3K
$2.84M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3K+ 281.02% |
$2.31M - $2.75M
|
26.1K
$3.84M
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
19.3K+ 146.94% |
$2.31M - $2.75M
|
32.4K
$4.76M
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
19.1K+ 14.81% |
$2.29M - $2.73M
|
148K
$21.7M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.7K+ 26.53% |
$2.25M - $2.68M
|
89.3K
$13.1M
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
18.3KNew |
$2.2M - $2.62M
|
18.3K
$2.69M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
18.2K+ 79.12% |
$2.19M - $2.61M
|
41.3K
$6.07M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.2K+ 46.31% |
$2.19M - $2.6M
|
57.6K
$8.46M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
17.8K+ 29.36% |
$2.13M - $2.54M
|
78.3K
$11.5M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17.7K+ 212.97% |
$2.12M - $2.53M
|
26K
$3.82M
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17.3K+ 178.32% |
$2.07M - $2.47M
|
27K
$3.96M
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
17.3KNew |
$2.07M - $2.46M
|
17.3K
$2.53M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 0.81% |
$2.03M - $2.42M
|
2.11M
$310M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.8K+ 5.33% |
$2.02M - $2.41M
|
333K
$48.9M
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
16.8K+ 30.38% |
$2.01M - $2.4M
|
72.1K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
16.7KNew |
$2.01M - $2.39M
|
16.7K
$2.46M
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
16.7K+ 34.85% |
$2M - $2.39M
|
64.7K
$9.5M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
16.6K+ 54.95% |
$1.99M - $2.37M
|
46.9K
$6.88M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.6K+ 590.17% |
$1.99M - $2.37M
|
19.4K
$2.85M
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
16.5K+ 22.18% |
$1.97M - $2.35M
|
90.7K
$13.3M
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
16.4KNew |
$1.97M - $2.35M
|
16.4K
$2.42M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.3K+ 13.2% |
$1.95M - $2.33M
|
140K
$20.5M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.1KNew |
$1.93M - $2.3M
|
16.1K
$2.37M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16.1K+ 696.24% |
$1.93M - $2.3M
|
18.4K
$2.7M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
16K+ 11.62% |
$1.92M - $2.29M
|
154K
$22.6M
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15.9KNew |
$1.91M - $2.27M
|
15.9K
$2.33M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
15.6K+ 12463.2% |
$1.87M - $2.23M
|
15.7K
$2.31M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
15KNew |
$1.8M - $2.14M
|
15K
$2.2M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.6K+ 119.94% |
$1.75M - $2.09M
|
26.8K
$3.94M
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
14.4KNew |
$1.72M - $2.05M
|
14.4K
$2.11M
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.3KNew |
$1.72M - $2.04M
|
14.3K
$2.1M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.3K+ 13.45% |
$1.71M - $2.04M
|
120K
$17.7M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.1K+ 6.64% |
$1.7M - $2.02M
|
227K
$33.4M
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
13.9KNew |
$1.66M - $1.98M
|
13.9K
$2.04M
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.7KNew |
$1.65M - $1.96M
|
13.7K
$2.02M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.7K+ 15.48% |
$1.64M - $1.96M
|
102K
$15M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.2K+ 31414.29% |
$1.58M - $1.88M
|
13.2K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.9KNew |
$1.54M - $1.84M
|
12.9K
$1.89M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 14.8% |
$1.54M - $1.83M
|
99.3K
$14.6M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
12.7KNew |
$1.52M - $1.81M
|
12.7K
$1.87M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.4K+ 113.57% |
$1.49M - $1.77M
|
23.4K
$3.43M
|