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 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.27K+ 24.04% |
$162K - $174K
|
6.57K
$918K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 12.11% |
$157K - $169K
|
11.4K
$1.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 13.01% |
$156K - $168K
|
10.7K
$1.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 44.57% |
$156K - $168K
|
3.99K
$557K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.22K+ 49.53% |
$155K - $166K
|
3.67K
$513K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.21K+ 7.14% |
$154K - $165K
|
18.1K
$2.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.2K+ 3.87% |
$152K - $164K
|
32.1K
$4.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.18K+ 1.93% |
$150K - $162K
|
62.5K
$8.72M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.18K+ 14.92% |
$150K - $161K
|
9.09K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.14K+ 31.0% |
$144K - $155K
|
4.8K
$670K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 4.34% |
$144K - $155K
|
27.2K
$3.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 3.26% |
$141K - $152K
|
35.2K
$4.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.11K+ 4.79% |
$141K - $151K
|
24.2K
$3.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.08K+ 6.31% |
$137K - $148K
|
18.2K
$2.54M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.07K+ 7.26% |
$135K - $146K
|
15.7K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.06KNew |
$135K - $145K
|
1.06K
$148K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.06K+ 5.0% |
$135K - $145K
|
22.3K
$3.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
1.06K+ 0.64% |
$135K - $145K
|
166K
$23.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.05KNew |
$133K - $144K
|
1.05K
$147K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.04K+ 2.91% |
$132K - $142K
|
36.8K
$5.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 17.41% |
$131K - $141K
|
6.93K
$967K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.03K+ 2.46% |
$130K - $140K
|
42.7K
$5.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
1.01K+ 55.62% |
$129K - $139K
|
2.84K
$396K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.01KNew |
$128K - $138K
|
1.01K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.01K+ 7.91% |
$128K - $138K
|
13.8K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
995+ 1.2% |
$126K - $136K
|
83.8K
$11.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
981+ 5.26% |
$125K - $134K
|
19.6K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
953+ 15.76% |
$121K - $130K
|
7K
$977K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
938+ 14.13% |
$119K - $128K
|
7.58K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
935New |
$119K - $128K
|
935
$131K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
932+ 13.41% |
$118K - $128K
|
7.88K
$1.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
918+ 25.97% |
$117K - $126K
|
4.45K
$622K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
913+ 1.04% |
$116K - $125K
|
89.1K
$12.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
910+ 0.92% |
$116K - $125K
|
100K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
908+ 1.77% |
$115K - $124K
|
52.3K
$7.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
901+ 19.78% |
$114K - $123K
|
5.46K
$762K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
901+ 4.8% |
$114K - $123K
|
19.7K
$2.75M
|
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
882+ 0.56% |
$112K - $121K
|
157K
$22M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
862+ 11.36% |
$110K - $118K
|
8.45K
$1.18M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
858+ 1.43% |
$109K - $117K
|
60.7K
$8.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
848+ 31.3% |
$108K - $116K
|
3.56K
$497K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
848+ 5.72% |
$108K - $116K
|
15.7K
$2.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
844+ 1.51% |
$107K - $116K
|
56.9K
$7.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
833+ 5.66% |
$106K - $114K
|
15.6K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
826+ 22.66% |
$105K - $113K
|
4.47K
$624K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
822+ 7.15% |
$104K - $112K
|
12.3K
$1.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
801+ 14.78% |
$102K - $110K
|
6.22K
$869K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
790+ 44.31% |
$100K - $108K
|
2.57K
$359K
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
781+ 6.08% |
$99.2K - $107K
|
13.6K
$1.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
780+ 98.24% |
$99.1K - $107K
|
1.57K
$220K
|