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
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.84K+ 98.02% |
$233K - $251K
|
3.71K
$535K
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.84K+ 32.02% |
$233K - $251K
|
7.57K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.83K+ 2.07% |
$232K - $250K
|
90.2K
$13M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 35.96% |
$226K - $244K
|
6.73K
$972K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.77K+ 2.96% |
$225K - $242K
|
61.7K
$8.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77K+ 19.91% |
$225K - $242K
|
10.6K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.75KNew |
$223K - $240K
|
1.75K
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.74KNew |
$221K - $238K
|
1.74K
$251K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.72K+ 686.85% |
$219K - $236K
|
1.98K
$285K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.72K+ 30.53% |
$219K - $235K
|
7.35K
$1.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.7KNew |
$217K - $233K
|
1.7K
$246K
|
|
|
Nov 08, 2021
Q3 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.7KNew |
$216K - $232K
|
1.7K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7KNew |
$216K - $232K
|
1.7K
$245K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.69K+ 5.02% |
$215K - $231K
|
35.4K
$5.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.69K+ 4.18% |
$214K - $231K
|
42K
$6.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.67KNew |
$212K - $228K
|
1.67K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.66KNew |
$211K - $227K
|
1.66K
$240K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 13.63% |
$211K - $227K
|
13.8K
$2M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.65K+ 27.72% |
$209K - $225K
|
7.58K
$1.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.64K+ 0.32% |
$209K - $225K
|
521K
$75.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.63K+ 7.59% |
$207K - $223K
|
23.1K
$3.33M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.63K+ 20.8% |
$207K - $223K
|
9.46K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.62K+ 2.48% |
$206K - $222K
|
67K
$9.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.62K+ 7.87% |
$206K - $221K
|
22.2K
$3.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.62K+ 14.47% |
$205K - $221K
|
12.8K
$1.85M
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
1.61KNew |
$204K - $220K
|
1.61K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.61K+ 11.17% |
$204K - $220K
|
16K
$2.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.6K+ 6.78% |
$204K - $220K
|
25.3K
$3.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.6K+ 323.19% |
$204K - $219K
|
2.1K
$303K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 8.28% |
$202K - $217K
|
20.7K
$2.99M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.58KNew |
$201K - $217K
|
1.58K
$229K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.58KNew |
$201K - $216K
|
1.58K
$228K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.58K+ 8.35% |
$200K - $216K
|
20.4K
$2.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.57K+ 5.45% |
$200K - $215K
|
30.4K
$4.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.57K+ 4.59% |
$199K - $214K
|
35.7K
$5.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.53KNew |
$195K - $210K
|
1.53K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 0.44% |
$191K - $206K
|
346K
$49.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1.44K+ 1.57% |
$182K - $197K
|
93K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.42K+ 38.61% |
$181K - $195K
|
5.11K
$737K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.4K+ 7.37% |
$178K - $191K
|
20.3K
$2.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.38K+ 4.31% |
$175K - $188K
|
33.3K
$4.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37K+ 26.38% |
$175K - $188K
|
6.58K
$950K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.36K+ 1.25% |
$173K - $186K
|
110K
$15.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.34K+ 27.21% |
$171K - $184K
|
6.27K
$905K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.33K+ 10.91% |
$168K - $181K
|
13.5K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.32KNew |
$168K - $181K
|
1.32K
$190K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.31K+ 3.37% |
$167K - $180K
|
40.2K
$5.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.31K+ 2.47% |
$166K - $179K
|
54.4K
$7.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.3K+ 54.14% |
$165K - $178K
|
3.7K
$534K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.28K+ 5.58% |
$163K - $175K
|
24.2K
$3.5M
|