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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.05K+ 6.86% |
$859K - $987K
|
110K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.03K+ 300.64% |
$856K - $985K
|
9.37K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
7K+ 16.54% |
$853K - $981K
|
49.3K
$7.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.94K+ 5.83% |
$846K - $972K
|
126K
$18.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.92K+ 81.28% |
$843K - $969K
|
15.4K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.84K+ 27.84% |
$833K - $958K
|
31.4K
$4.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.76KNew |
$824K - $947K
|
6.76K
$976K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.69KNew |
$815K - $937K
|
6.69K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.64K+ 65.25% |
$809K - $930K
|
16.8K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
6.6KNew |
$804K - $925K
|
6.6K
$952K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.55K+ 43.43% |
$798K - $918K
|
21.6K
$3.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6.5K+ 20.97% |
$792K - $911K
|
37.5K
$5.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
6.5K+ 75.1% |
$791K - $910K
|
15.1K
$2.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.39K+ 66.95% |
$778K - $895K
|
15.9K
$2.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.27KNew |
$763K - $878K
|
6.27K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.25KNew |
$762K - $876K
|
6.25K
$903K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.25K+ 3.55% |
$761K - $875K
|
182K
$26.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.19K+ 151.26% |
$754K - $867K
|
10.3K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.14K+ 85.09% |
$748K - $860K
|
13.3K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6.12K+ 397.14% |
$746K - $857K
|
7.66K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.07KNew |
$739K - $850K
|
6.07K
$875K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.06K+ 77.26% |
$739K - $849K
|
13.9K
$2.01M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.05K+ 3.41% |
$737K - $847K
|
183K
$26.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
6.04K+ 463.55% |
$736K - $846K
|
7.34K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
6K+ 20.42% |
$732K - $841K
|
35.4K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
5.98K+ 5.6% |
$729K - $838K
|
113K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.98K+ 9.05% |
$728K - $837K
|
72K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.96K+ 18.29% |
$726K - $835K
|
38.6K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.93K+ 9.42% |
$723K - $831K
|
68.9K
$9.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
5.81K+ 3.43% |
$708K - $814K
|
175K
$25.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
5.77K+ 1203.97% |
$703K - $808K
|
6.25K
$901K
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.7K+ 10.26% |
$695K - $799K
|
61.3K
$8.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.63KNew |
$686K - $788K
|
5.63K
$812K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.55KNew |
$677K - $778K
|
5.55K
$801K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
5.51K+ 7.55% |
$672K - $772K
|
78.5K
$11.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.45K+ 50.35% |
$664K - $764K
|
16.3K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.43K+ 7.62% |
$662K - $761K
|
76.7K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
5.38KNew |
$655K - $753K
|
5.38K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
5.36K+ 9.01% |
$653K - $751K
|
64.9K
$9.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.34K+ 94.8% |
$651K - $748K
|
11K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.24KNew |
$638K - $734K
|
5.24K
$756K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.24KNew |
$638K - $734K
|
5.24K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5.12KNew |
$624K - $718K
|
5.12K
$739K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
5.09K+ 18.45% |
$620K - $713K
|
32.7K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5KNew |
$609K - $701K
|
5K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.96K+ 7.18% |
$605K - $695K
|
74.1K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.92KNew |
$600K - $689K
|
4.92K
$710K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.83K+ 14.0% |
$589K - $677K
|
39.3K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.8K+ 25.14% |
$585K - $673K
|
23.9K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.64K+ 18.4% |
$565K - $650K
|
29.9K
$4.31M
|