Purchases and Sales Made in Q3 2021 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
275+ 4.75% |
$34.9K - $37.6K
|
6.07K
$847K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
272+ 3.62% |
$34.6K - $37.2K
|
7.79K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
270New |
$34.3K - $36.9K
|
270
$37.7K
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
260+ 16.1% |
$33K - $35.6K
|
1.88K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
252+ 2.82% |
$32K - $34.5K
|
9.2K
$1.28M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
251+ 7.52% |
$31.9K - $34.3K
|
3.59K
$501K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
251New |
$31.9K - $34.3K
|
251
$35K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
250+ 3.26% |
$31.8K - $34.2K
|
7.93K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 4.59% |
$31.8K - $34.2K
|
5.7K
$796K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
250+ 1.3% |
$31.8K - $34.2K
|
19.5K
$2.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 6.64% |
$31.8K - $34.2K
|
4.01K
$561K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
248+ 12.72% |
$31.5K - $33.9K
|
2.2K
$307K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 14.23% |
$30.8K - $33.1K
|
1.94K
$271K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
241+ 3.04% |
$30.6K - $33K
|
8.16K
$1.14M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
236+ 13.83% |
$30K - $32.3K
|
1.94K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
230+ 2.9% |
$29.2K - $31.5K
|
8.16K
$1.14M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
227+ 13.52% |
$28.8K - $31.1K
|
1.91K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
225+ 1.59% |
$28.6K - $30.8K
|
14.4K
$2.01M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
225+ 36.0% |
$28.6K - $30.8K
|
850
$119K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
222+ 18.93% |
$28.2K - $30.4K
|
1.4K
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
219+ 10.71% |
$27.8K - $30K
|
2.26K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
219+ 12.97% |
$27.8K - $30K
|
1.91K
$266K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
215+ 9.82% |
$27.3K - $29.4K
|
2.41K
$336K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
207+ 2.22% |
$26.3K - $28.3K
|
9.55K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
203+ 0.82% |
$25.8K - $27.8K
|
25.1K
$3.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
200+ 4.11% |
$25.4K - $27.4K
|
5.06K
$707K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$25.4K - $27.4K
|
200
$27.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 15.34% |
$25.4K - $27.4K
|
1.5K
$210K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
200+ 12.01% |
$25.4K - $27.4K
|
1.87K
$260K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
200+ 4.15% |
$25.4K - $27.4K
|
5.02K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 50.0% |
$25.4K - $27.4K
|
600
$83.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
188+ 5.3% |
$23.9K - $25.7K
|
3.73K
$521K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
186+ 12.72% |
$23.6K - $25.5K
|
1.65K
$230K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
175+ 6.26% |
$22.2K - $23.9K
|
2.97K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
173+ 1.05% |
$22K - $23.7K
|
16.7K
$2.33M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
153+ 5.63% |
$19.4K - $20.9K
|
2.87K
$401K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
153+ 4.29% |
$19.4K - $20.9K
|
3.72K
$519K
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 2.07% |
$19.1K - $20.5K
|
7.4K
$1.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
149+ 6.72% |
$18.9K - $20.4K
|
2.37K
$331K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
149+ 1.13% |
$18.9K - $20.4K
|
13.4K
$1.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
148+ 7.16% |
$18.8K - $20.3K
|
2.22K
$309K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
146New |
$18.6K - $20K
|
146
$20.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
144+ 8.95% |
$18.3K - $19.7K
|
1.75K
$245K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
140+ 4.15% |
$17.8K - $19.2K
|
3.52K
$491K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 3.13% |
$17.2K - $18.5K
|
4.45K
$621K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
133+ 8.74% |
$16.9K - $18.2K
|
1.66K
$231K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
133+ 16.02% |
$16.9K - $18.2K
|
963
$134K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
130+ 1.59% |
$16.5K - $17.8K
|
8.31K
$1.16M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
126+ 4.82% |
$16K - $17.2K
|
2.74K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
124+ 0.62% |
$15.8K - $17K
|
20.3K
$2.83M
|