Purchases and Sales Made in Q3 2021 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 12, 2021 Q3 2021
Roberts Wealth Advisors, LLC

BUY
 -
11K
New
$1.39M - $1.5M
11K $1.53M
Oct 27, 2021 Q3 2021
Seaview Investment Managers LLC

BUY
 -
10.9K
New
$1.38M - $1.49M
10.9K $1.52M
Nov 12, 2021 Q3 2021
Drw Securities, LLC

Chicago, IL
BUY
 -
10.6K
+ 112.89%
$1.35M - $1.45M
20K $2.79M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
10.2K
+ 6.63%
$1.3M - $1.39M
164K $22.9M
Oct 12, 2021 Q3 2021
Activest Wealth Management

BUY
 -
10.2K
+ 41.43%
$1.29M - $1.39M
34.7K $4.85M
Oct 21, 2021 Q3 2021
Essex LLC

BUY
 -
10K
New
$1.27M - $1.37M
10K $1.4M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
9.9K
+ 13.47%
$1.26M - $1.35M
83.4K $11.6M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
9.64K
+ 479.93%
$1.22M - $1.32M
11.6K $1.63M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
9.43K
+ 5.09%
$1.2M - $1.29M
195K $27.2M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.32K
+ 42.23%
$1.18M - $1.27M
31.4K $4.38M
Oct 25, 2021 Q3 2021
Wbh Advisory Inc

BUY
 -
9.19K
+ 11.66%
$1.17M - $1.26M
88K $12.3M
Nov 03, 2021 Q3 2021
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
9.07K
+ 17.37%
$1.15M - $1.24M
61.3K $8.56M
Oct 26, 2021 Q3 2021
Brendel Financial Advisors LLC

BUY
 -
9.07K
New
$1.15M - $1.24M
9.07K $1.27M
Oct 20, 2021 Q3 2021
Stone X Group Inc.

BUY
 -
8.63K
+ 6.2%
$1.1M - $1.18M
148K $20.6M
Nov 15, 2021 Q3 2021
J.Safra Asset Management Corp

BUY
 -
8.52K
+ 314.46%
$1.08M - $1.17M
11.2K $1.57M
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

BUY
 -
8.34K
+ 2.77%
$1.06M - $1.14M
310K $43.3M
Oct 22, 2021 Q3 2021
Private Advisory Group LLC

Redmond, WA
BUY
 -
8.07K
New
$1.03M - $1.1M
8.07K $1.13M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
7.89K
+ 51.31%
$1M - $1.08M
23.3K $3.25M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.62K
+ 13.83%
$968K - $1.04M
62.7K $8.75M
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
7.57K
+ 532.04%
$962K - $1.04M
8.99K $1.26M
Nov 15, 2021 Q3 2021
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
7.57K
+ 33.33%
$962K - $1.04M
30.3K $4.23M
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
7.42K
+ 3711.0%
$943K - $1.02M
7.62K $1.06M
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
6.99K
+ 10.61%
$888K - $956K
72.9K $10.2M
Oct 28, 2021 Q3 2021
Access Financial Services, Inc.

BUY
 -
6.98K
+ 153.17%
$887K - $955K
11.5K $1.61M
Nov 15, 2021 Q3 2021
High Falls Advisors, Inc

Rochester, NY
BUY
 -
6.86K
New
$872K - $939K
6.86K $958K
Oct 21, 2021 Q3 2021
Kessler Investment Group, LLC

BUY
 -
6.57K
New
$834K - $899K
6.57K $917K
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
6.55K
New
$833K - $897K
6.55K $915K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.26K
+ 1.2%
$796K - $857K
528K $73.7M
Oct 20, 2021 Q3 2021
Clear Street Markets LLC

BUY
 -
6.2K
+ 45.59%
$788K - $848K
19.8K $2.76M
Nov 15, 2021 Q3 2021
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
6.2K
New
$788K - $848K
6.2K $866K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
6.09K
+ 11.57%
$773K - $833K
58.7K $8.2M
Jan 25, 2022 Q3 2021
Fulcrum Equity Management

BUY
 -
6.05K
+ 69.72%
$768K - $827K
14.7K $2.05M
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
5.98K
+ 1.47%
$759K - $818K
411K $57.5M
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
5.95K
+ 229.69%
$756K - $814K
8.54K $1.19M
Dec 21, 2021 Q3 2021
Rovin Capital

BUY
 -
5.82K
New
$739K - $796K
5.82K $812K
Nov 10, 2021 Q3 2021
Gunma Bank,Ltd.

BUY
 -
5.8K
+ 16.48%
$737K - $794K
41K $5.73M
Nov 01, 2021 Q3 2021
Wealthpoint, LLC

BUY
 -
5.68K
+ 11.15%
$721K - $777K
56.6K $7.9M
Nov 12, 2021 Q3 2021
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
5.65K
New
$718K - $773K
5.65K $789K
Oct 27, 2021 Q3 2021
Darwin Advisors, LLC

BUY
 -
5.52K
+ 46.88%
$702K - $756K
17.3K $2.42M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
BUY
 -
5.5K
New
$699K - $753K
5.5K $768K
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
5.33K
+ 14.55%
$677K - $729K
42K $5.86M
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.24K
+ 8451.61%
$666K - $717K
5.3K $740K
Nov 15, 2021 Q3 2021
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
5.09K
+ 4.43%
$647K - $697K
120K $16.8M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
5.08K
New
$645K - $695K
5.08K $709K
Nov 12, 2021 Q3 2021
Main Management LLC

San Francisco, CA
BUY
 -
5.07K
+ 2.5%
$644K - $694K
208K $29M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.05K
+ 76.21%
$642K - $692K
11.7K $1.63M
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
5.04K
+ 21.92%
$641K - $690K
28.1K $3.92M
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
5.03K
+ 1.98%
$639K - $688K
260K $36.2M
Nov 08, 2021 Q3 2021
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.88K
New
$620K - $668K
4.88K $682K

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