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
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
4.84K
+ 48.77%
$615K - $662K
14.8K $2.06M
Nov 12, 2021 Q3 2021
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
4.79K
New
$608K - $655K
4.79K $668K
Nov 02, 2021 Q3 2021
Martin & CO Inc

Knoxville, TN
BUY
 -
4.72K
+ 8.07%
$600K - $646K
63.2K $8.83M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
4.69K
+ 29.09%
$596K - $642K
20.8K $2.91M
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
4.69K
+ 4.84%
$596K - $642K
102K $14.2M
Oct 20, 2021 Q3 2021
Baltimore Washington Financial Advisors, Inc.

BUY
 -
4.64K
+ 3.07%
$590K - $635K
156K $21.8M
Oct 19, 2021 Q3 2021
Next Capital Management LLC

BUY
 -
4.62K
+ 16.55%
$587K - $632K
32.5K $4.54M
Oct 07, 2021 Q3 2021
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
4.54K
+ 16.24%
$576K - $621K
32.5K $4.53M
Nov 03, 2021 Q3 2021
Bfsg, LLC

BUY
 -
4.44K
New
$564K - $607K
4.44K $619K
Feb 22, 2022 Q3 2021
Matrix Private Capital Group LLC

New York, NY
BUY
 -
4.42K
+ 312.66%
$562K - $605K
5.84K $815K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
4.23K
+ 4.17%
$538K - $579K
106K $14.8M
Oct 13, 2021 Q3 2021
West Financial Advisors, LLC

BUY
 -
4.12K
+ 112.31%
$524K - $564K
7.8K $1.09M
Oct 18, 2021 Q3 2021
Altus Wealth Management, LLC

BUY
 -
4.12K
+ 4.97%
$523K - $563K
87K $12.1M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
4.1K
+ 7.83%
$521K - $561K
56.5K $7.89M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.09K
+ 85.0%
$519K - $559K
8.89K $1.24M
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

BUY
 -
4.08K
New
$519K - $558K
4.08K $570K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.04K
New
$513K - $553K
4.04K $564K
Nov 15, 2021 Q3 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
4.02K
+ 10.42%
$511K - $551K
42.7K $5.96M
Oct 14, 2021 Q3 2021
Enterprise Trust & Investment CO

BUY
 -
4K
+ 11.48%
$508K - $547K
38.8K $5.42M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4K
+ 6.14%
$508K - $547K
69K $9.64M
Nov 03, 2021 Q3 2021
Solitude Financial Services

BUY
 -
3.99K
+ 19.29%
$507K - $546K
24.7K $3.45M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
3.99K
+ 21.2%
$507K - $546K
22.8K $3.19M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
3.98K
+ 27.59%
$506K - $545K
18.4K $2.57M
Oct 14, 2021 Q3 2021
Xr Securities LLC

BUY
 -
3.93K
New
$500K - $538K
3.93K $549K
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

BUY
 -
3.81K
+ 84.53%
$485K - $522K
8.32K $1.16M
Nov 12, 2021 Q3 2021
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
3.8K
New
$483K - $520K
3.8K $531K
Nov 15, 2021 Q3 2021
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
3.68K
New
$468K - $504K
3.68K $514K
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

BUY
 -
3.68K
+ 45.11%
$468K - $504K
11.8K $1.65M
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
3.67K
New
$466K - $502K
3.67K $512K
Oct 20, 2021 Q3 2021
E&G Advisors, LP

BUY
 -
3.66K
New
$465K - $501K
3.66K $511K
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
3.64K
New
$462K - $497K
3.64K $508K
Nov 15, 2021 Q3 2021
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
3.45K
+ 166.57%
$439K - $473K
5.53K $772K
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
3.42K
+ 12.86%
$435K - $469K
30.1K $4.2M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.42K
+ 12.09%
$434K - $468K
31.7K $4.42M
Oct 29, 2021 Q3 2021
Vontobel Holding Ltd.

BUY
 -
3.41K
+ 4213.58%
$434K - $467K
3.49K $488K
Nov 29, 2021 Q3 2021
Badgley Phelps Wealth Managers, LLC

BUY
 -
3.39K
New
$431K - $464K
3.39K $473K
Oct 21, 2021 Q3 2021
Highland Private Wealth Management

BUY
 -
3.37K
New
$429K - $462K
3.37K $471K
Oct 29, 2021 Q3 2021
Pettinga Financial Advisors, LLC

BUY
 -
3.33K
+ 10.5%
$423K - $456K
35K $4.89M
Oct 19, 2021 Q3 2021
Eastern Bank

BUY
 -
3.29K
+ 1.8%
$418K - $451K
186K $25.9M
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
3.24K
+ 17.33%
$411K - $443K
21.9K $3.06M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

BUY
 -
3.19K
New
$405K - $436K
3.19K $445K
Nov 12, 2021 Q3 2021
Bbr Partners, LLC

New York, NY
BUY
 -
3.16K
+ 10.64%
$402K - $432K
32.9K $4.59M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.12K
+ 24.33%
$396K - $427K
15.9K $2.23M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.12K
+ 24.33%
$396K - $427K
15.9K $2.23M
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

BUY
 -
3.1K
New
$394K - $424K
3.1K $433K
Nov 15, 2021 Q3 2021
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
3.1K
+ 55.99%
$394K - $424K
8.64K $1.21M
Oct 15, 2021 Q3 2021
Wt Wealth Management

BUY
 -
3.08K
+ 10.77%
$392K - $422K
31.7K $4.43M
Oct 14, 2021 Q3 2021
Latitude Advisors, LLC

BUY
 -
3.07K
New
$390K - $421K
3.07K $429K
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

BUY
 -
3.07K
New
$390K - $420K
3.07K $429K

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