Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
100+ 6.86% |
$12.7K - $13.9K
|
1.56K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$12.7K - $13.9K
|
100
$14K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$12.7K - $13.9K
|
100
$14K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
98+ 2.77% |
$12.4K - $13.7K
|
3.64K
$508K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
96+ 40.85% |
$12.1K - $13.4K
|
331
$46.2K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
92+ 16.64% |
$11.6K - $12.8K
|
645
$90.1K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
92+ 0.25% |
$11.6K - $12.8K
|
36.6K
$5.12M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
88+ 5.13% |
$11.1K - $12.3K
|
1.8K
$252K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
87+ 6.33% |
$11K - $12.1K
|
1.46K
$204K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
87+ 0.72% |
$11K - $12.1K
|
12.1K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
86+ 1.61% |
$10.9K - $12K
|
5.44K
$760K
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
81+ 0.8% |
$10.3K - $11.3K
|
10.2K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
80New |
$10.1K - $11.2K
|
80
$11.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
77+ 3.05% |
$9.74K - $10.7K
|
2.6K
$363K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
77+ 1.47% |
$9.74K - $10.7K
|
5.31K
$741K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
71+ 3.21% |
$8.99K - $9.9K
|
2.28K
$318K
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
70+ 1.58% |
$8.86K - $9.76K
|
4.51K
$629K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
67+ 9.94% |
$8.48K - $9.34K
|
741
$103K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
66+ 3.69% |
$8.35K - $9.2K
|
1.85K
$259K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
66+ 8.45% |
$8.35K - $9.2K
|
847
$118K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64+ 2.85% |
$8.1K - $8.92K
|
2.31K
$323K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
60+ 0.65% |
$7.59K - $8.37K
|
9.25K
$1.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
60+ 1.38% |
$7.59K - $8.37K
|
4.42K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
56+ 18.73% |
$7.09K - $7.81K
|
355
$49.6K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
56+ 1.94% |
$7.09K - $7.81K
|
2.95K
$412K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 4.89% |
$6.45K - $7.11K
|
1.09K
$153K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 0.51% |
$6.33K - $6.97K
|
9.77K
$1.36M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 3.46% |
$6.33K - $6.97K
|
1.5K
$209K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50+ 1.0% |
$6.33K - $6.97K
|
5.03K
$703K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 1.23% |
$6.33K - $6.97K
|
4.1K
$572K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.56% |
$6.33K - $6.97K
|
3.27K
$456K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50+ 1.46% |
$6.33K - $6.97K
|
3.46K
$484K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
49+ 288.24% |
$6.2K - $6.83K
|
66
$9.22K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
49+ 0.24% |
$6.2K - $6.83K
|
20.3K
$2.83M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
48+ 7.07% |
$6.07K - $6.69K
|
727
$102K
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.39% |
$5.82K - $6.41K
|
11.7K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 38.32% |
$5.19K - $5.72K
|
148
$20.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.34% |
$5.06K - $5.58K
|
12K
$1.67M
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
39+ 0.43% |
$4.94K - $5.44K
|
9.08K
$1.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
38+ 0.04% |
$4.81K - $5.3K
|
103K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
35+ 0.39% |
$4.43K - $4.88K
|
8.98K
$1.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
34+ 2.82% |
$4.3K - $4.74K
|
1.24K
$173K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.05% |
$4.18K - $4.6K
|
1.65K
$230K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
33+ 1.63% |
$4.18K - $4.6K
|
2.06K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
33+ 1.05% |
$4.18K - $4.6K
|
3.19K
$445K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
33+ 2.53% |
$4.18K - $4.6K
|
1.34K
$187K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
33+ 1.05% |
$4.18K - $4.6K
|
3.19K
$445K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
30+ 10.75% |
$3.8K - $4.18K
|
309
$43.1K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
30+ 1.23% |
$3.8K - $4.18K
|
2.47K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
30New |
$3.8K - $4.18K
|
30
$4.19K
|