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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
49+ 0.37% |
$6.23K - $6.71K
|
13.3K
$1.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
48+ 3.0% |
$6.1K - $6.57K
|
1.65K
$238K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
47+ 0.32% |
$5.97K - $6.43K
|
14.9K
$2.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.61% |
$5.85K - $6.3K
|
1.81K
$261K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
45+ 1.25% |
$5.72K - $6.16K
|
3.66K
$528K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
45+ 0.67% |
$5.72K - $6.16K
|
6.79K
$980K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
42+ 0.23% |
$5.34K - $5.75K
|
18.5K
$2.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
42+ 2.34% |
$5.34K - $5.75K
|
1.84K
$265K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 11.08% |
$5.08K - $5.47K
|
401
$57.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
37+ 0.77% |
$4.7K - $5.06K
|
4.86K
$702K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
36+ 1.7% |
$4.57K - $4.93K
|
2.15K
$311K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36+ 1.65% |
$4.57K - $4.93K
|
2.22K
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 13.36% |
$4.19K - $4.52K
|
280
$40.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
32+ 0.08% |
$4.07K - $4.38K
|
38.8K
$5.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
30+ 3.87% |
$3.81K - $4.11K
|
805
$116K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
28+ 0.34% |
$3.56K - $3.83K
|
8.19K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.16% |
$3.3K - $3.56K
|
16K
$2.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
25+ 0.33% |
$3.18K - $3.42K
|
7.68K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$3.18K - $3.42K
|
25
$3.61K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
24New |
$3.05K - $3.28K
|
24
$3.46K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24+ 0.31% |
$3.05K - $3.28K
|
7.84K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23+ 0.47% |
$2.92K - $3.15K
|
4.92K
$710K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19+ 0.66% |
$2.41K - $2.6K
|
2.9K
$418K
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18+ 0.35% |
$2.29K - $2.46K
|
5.19K
$749K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17New |
$2.16K - $2.33K
|
17
$2.45K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$2.03K - $2.19K
|
16
$2.31K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16+ 1.79% |
$2.03K - $2.19K
|
911
$131K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15+ 0.06% |
$1.91K - $2.05K
|
26K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.91K - $2.05K
|
4.36K
$629K
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
15+ 0.78% |
$1.91K - $2.05K
|
1.93K
$279K
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
14New |
$1.78K - $1.92K
|
14
$2.02K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14New |
$1.78K - $1.92K
|
14
$2.02K
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
13+ 0.09% |
$1.65K - $1.78K
|
14.7K
$2.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
12+ 0.54% |
$1.52K - $1.64K
|
2.24K
$324K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12+ 0.27% |
$1.52K - $1.64K
|
4.46K
$643K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$1.4K - $1.51K
|
3.48K
$503K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.21% |
$1.4K - $1.51K
|
5.26K
$758K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
10+ 0.57% |
$1.27K - $1.37K
|
1.76K
$253K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.56% |
$1.14K - $1.23K
|
1.61K
$233K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.22% |
$1.14K - $1.23K
|
4.05K
$584K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$1.02K - $1.09K
|
5.24K
$756K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.24% |
$1.02K - $1.09K
|
3.41K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8+ 0.45% |
$1.02K - $1.09K
|
1.77K
$255K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
7+ 0.23% |
$889 - $958
|
3K
$434K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.3% |
$889 - $958
|
2.36K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.23% |
$889 - $958
|
3.01K
$434K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.17% |
$762 - $821
|
3.5K
$505K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.08% |
$508 - $547
|
4.75K
$686K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
4+ 0.0% |
$508 - $547
|
103K
$14.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.33% |
$508 - $547
|
1.21K
$175K
|