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 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-225- 19.45% |
$28.6K - $30.8K
|
932
$130K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225- 6.46% |
$28.6K - $30.8K
|
3.26K
$455K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-230- 4.04% |
$29.2K - $31.5K
|
5.46K
$762K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-235- 12.39% |
$29.9K - $32.2K
|
1.66K
$232K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-238- 38.89% |
$30.2K - $32.6K
|
374
$52.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-247- 4.98% |
$31.4K - $33.8K
|
4.71K
$658K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-247Closed |
$31.4K - $33.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-249- 28.62% |
$31.6K - $34.1K
|
621
$86.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-254- 10.73% |
$32.3K - $34.8K
|
2.11K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-256- 0.51% |
$32.5K - $35K
|
50K
$6.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-258- 3.34% |
$32.8K - $35.3K
|
7.46K
$1.04M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-260- 6.42% |
$33K - $35.6K
|
3.79K
$529K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-260- 6.42% |
$33K - $35.6K
|
3.79K
$529K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-263- 0.37% |
$33.4K - $36K
|
70.3K
$9.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-263Closed |
$33.4K - $36K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-264- 4.44% |
$33.5K - $36.1K
|
5.68K
$793K
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-265- 3.03% |
$33.7K - $36.3K
|
8.49K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-283- 5.33% |
$36K - $38.7K
|
5.03K
$702K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-284- 1.74% |
$36.1K - $38.9K
|
16K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-294- 2.67% |
$37.4K - $40.2K
|
10.7K
$1.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-300Closed |
$38.1K - $41.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-300- 14.81% |
$38.1K - $41.1K
|
1.73K
$241K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-303- 6.06% |
$38.5K - $41.5K
|
4.7K
$656K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-312- 2.81% |
$39.6K - $42.7K
|
10.8K
$1.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-324- 2.1% |
$41.2K - $44.3K
|
15.1K
$2.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-333- 10.03% |
$42.3K - $45.6K
|
2.99K
$417K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-345- 1.88% |
$43.8K - $47.2K
|
18K
$2.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-358- 7.74% |
$45.5K - $49K
|
4.27K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-370- 0.2% |
$47K - $50.6K
|
185K
$25.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-374- 4.0% |
$47.5K - $51.2K
|
8.97K
$1.25M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-380- 1.86% |
$48.3K - $52K
|
20.1K
$2.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-381- 65.35% |
$48.4K - $52.1K
|
202
$28.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-382- 7.71% |
$48.5K - $52.3K
|
4.57K
$639K
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-389- 5.17% |
$49.4K - $53.2K
|
7.13K
$996K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-394- 1.74% |
$50.1K - $53.9K
|
22.3K
$3.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-395- 4.29% |
$50.2K - $54.1K
|
8.81K
$1.23M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 3.67% |
$50.8K - $54.7K
|
10.5K
$1.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-400- 0.5% |
$50.8K - $54.7K
|
79K
$11M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-416- 13.96% |
$52.9K - $56.9K
|
2.57K
$358K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-420- 11.49% |
$53.4K - $57.5K
|
3.24K
$452K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-433- 4.37% |
$55K - $59.3K
|
9.47K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-439- 4.16% |
$55.8K - $60.1K
|
10.1K
$1.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-475- 9.74% |
$60.4K - $65K
|
4.4K
$615K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-484- 2.47% |
$61.5K - $66.2K
|
19.1K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-490- 14.1% |
$62.3K - $67.1K
|
2.98K
$417K
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
SELL
|
- |
-495- 1.83% |
$62.9K - $67.7K
|
26.6K
$3.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-499- 53.89% |
$63.4K - $68.3K
|
427
$59.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-512- 14.85% |
$65.1K - $70.1K
|
2.94K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-514- 1.06% |
$65.3K - $70.3K
|
48.1K
$6.72M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-525- 4.48% |
$66.7K - $71.8K
|
11.2K
$1.56M
|