Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-410- 1.66% |
$50K - $57.4K
|
24.3K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-413- 1.58% |
$50.3K - $57.9K
|
25.7K
$3.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-421- 13.34% |
$51.3K - $59K
|
2.73K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-423- 3.54% |
$51.5K - $59.3K
|
11.5K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-426- 9.23% |
$51.9K - $59.7K
|
4.19K
$585K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-428- 5.67% |
$52.2K - $60K
|
7.13K
$995K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-429- 19.74% |
$52.3K - $60.1K
|
1.74K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-429- 7.33% |
$52.3K - $60.1K
|
5.42K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-431- 6.27% |
$52.5K - $60.4K
|
6.44K
$899K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-432- 8.55% |
$52.6K - $60.5K
|
4.62K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-438- 7.7% |
$53.4K - $61.4K
|
5.25K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-443- 2.19% |
$54K - $62.1K
|
19.8K
$2.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-453- 18.28% |
$55.2K - $63.5K
|
2.03K
$283K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-457- 41.77% |
$55.7K - $64K
|
637
$89K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-478- 1.07% |
$58.2K - $67K
|
44.4K
$6.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-485- 4.49% |
$59.1K - $67.9K
|
10.3K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-488- 3.18% |
$59.5K - $68.4K
|
14.9K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-489- 1.02% |
$59.6K - $68.5K
|
47.6K
$6.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-495- 16.32% |
$60.3K - $69.3K
|
2.54K
$355K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-500- 5.88% |
$60.9K - $70.1K
|
8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 4.27% |
$60.9K - $70.1K
|
11.2K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-500- 8.72% |
$60.9K - $70.1K
|
5.24K
$731K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-516- 0.62% |
$62.9K - $72.3K
|
83.3K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-517- 9.29% |
$63K - $72.4K
|
5.05K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-534- 2.86% |
$65.1K - $74.8K
|
18.1K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-569- 9.26% |
$69.3K - $79.7K
|
5.57K
$778K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-581- 55.49% |
$70.8K - $81.4K
|
466
$65.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-583- 6.5% |
$71K - $81.7K
|
8.39K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-599- 28.77% |
$73K - $83.9K
|
1.48K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-628- 2.81% |
$76.5K - $88K
|
21.7K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-630- 8.73% |
$76.8K - $88.3K
|
6.59K
$920K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-639- 14.19% |
$77.9K - $89.5K
|
3.86K
$539K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-677- 8.77% |
$82.5K - $94.8K
|
7.04K
$983K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-679- 4.62% |
$82.7K - $95.1K
|
14K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-692- 2.96% |
$84.3K - $96.9K
|
22.7K
$3.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-701- 2.7% |
$85.4K - $98.2K
|
25.2K
$3.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-721- 1.25% |
$87.9K - $101K
|
56.9K
$7.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-730- 24.89% |
$89K - $102K
|
2.2K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-731- 5.1% |
$89.1K - $102K
|
13.6K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-732- 9.25% |
$89.2K - $103K
|
7.18K
$1M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-741- 1.5% |
$90.3K - $104K
|
48.6K
$6.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-741- 1.31% |
$90.3K - $104K
|
55.9K
$7.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-747- 1.26% |
$91K - $105K
|
58.7K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-755- 6.12% |
$92K - $106K
|
11.6K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-760- 0.33% |
$92.6K - $106K
|
229K
$32M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-762- 2.08% |
$92.8K - $107K
|
35.8K
$5M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-789- 7.84% |
$96.1K - $111K
|
9.27K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-789- 81.26% |
$96.1K - $111K
|
182
$25.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-810- 3.42% |
$98.7K - $113K
|
22.9K
$3.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-814- 2.71% |
$99.2K - $114K
|
29.3K
$4.09M
|