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 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
6.7K+ 45.25% |
$803K - $957K
|
21.5K
$3.16M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
6.65K+ 19.65% |
$797K - $950K
|
40.5K
$5.95M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.55KNew |
$786K - $936K
|
6.55K
$962K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6.38K+ 5.21% |
$765K - $912K
|
129K
$18.9M
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
6.34K+ 209.86% |
$760K - $906K
|
9.36K
$1.38M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.3K+ 76.33% |
$756K - $900K
|
14.6K
$2.14M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.24K+ 858.32% |
$748K - $891K
|
6.97K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
6.2K+ 23.57% |
$743K - $886K
|
32.5K
$4.77M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.19K+ 99.29% |
$742K - $884K
|
12.4K
$1.83M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14K+ 3.56% |
$736K - $877K
|
179K
$26.3M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.98K+ 41.18% |
$717K - $854K
|
20.5K
$3.01M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
5.81K+ 2.05% |
$697K - $830K
|
290K
$42.6M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.69KNew |
$682K - $813K
|
5.69K
$836K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 11.28% |
$681K - $812K
|
56.1K
$8.23M
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
5.5K+ 110.0% |
$659K - $786K
|
10.5K
$1.54M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.45K+ 8.48% |
$653K - $778K
|
69.7K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.44K+ 9.2% |
$652K - $776K
|
64.5K
$9.47M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.35K+ 247.27% |
$641K - $764K
|
7.51K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.31K+ 4.23% |
$637K - $759K
|
131K
$19.3M
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5.22KNew |
$626K - $746K
|
5.22K
$767K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.17K+ 178.9% |
$620K - $739K
|
8.06K
$1.18M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
5.16K+ 3.74% |
$619K - $738K
|
143K
$21.1M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.16K+ 1.81% |
$619K - $737K
|
291K
$42.7M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.14K+ 5.64% |
$616K - $733K
|
96.1K
$14.1M
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.12K+ 10.44% |
$614K - $732K
|
54.2K
$7.96M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
5.11K+ 91.08% |
$612K - $729K
|
10.7K
$1.57M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 44.52% |
$611K - $728K
|
16.6K
$2.43M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.97KNew |
$596K - $710K
|
4.97K
$730K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.94K+ 2.58% |
$592K - $705K
|
196K
$28.8M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 288.27% |
$569K - $677K
|
6.39K
$938K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4.7K+ 190.63% |
$563K - $671K
|
7.16K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4.65K+ 71.52% |
$557K - $664K
|
11.1K
$1.64M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.55K+ 105.16% |
$545K - $650K
|
8.87K
$1.3M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.55K+ 12.91% |
$545K - $649K
|
39.7K
$5.84M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.54K+ 30.09% |
$544K - $648K
|
19.6K
$2.88M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.35K+ 24.17% |
$522K - $622K
|
22.4K
$3.29M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.35K+ 41.38% |
$521K - $621K
|
14.8K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.33K+ 0.97% |
$519K - $618K
|
452K
$66.4M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.3K+ 8.46% |
$516K - $615K
|
55.2K
$8.1M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.3KNew |
$515K - $614K
|
4.3K
$631K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.25K+ 41.72% |
$510K - $608K
|
14.5K
$2.12M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
4.23K+ 12.84% |
$507K - $604K
|
37.2K
$5.46M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.22KNew |
$506K - $603K
|
4.22K
$620K
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.16K+ 142.32% |
$499K - $594K
|
7.08K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4KNew |
$480K - $571K
|
4K
$587K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.97K+ 91.98% |
$476K - $567K
|
8.28K
$1.22M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.94K+ 26.74% |
$472K - $562K
|
18.6K
$2.74M
|
|
Jul 18, 2022
Q2 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
3.85K+ 52.74% |
$462K - $550K
|
11.2K
$1.64M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.84KNew |
$460K - $548K
|
3.84K
$564K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.83K+ 18.06% |
$459K - $547K
|
25K
$3.68M
|