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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
30+ 0.8% |
$3.8K - $4.18K
|
3.76K
$525K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30+ 1.72% |
$3.8K - $4.18K
|
1.78K
$248K
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
29+ 0.6% |
$3.67K - $4.04K
|
4.86K
$679K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
29+ 0.19% |
$3.67K - $4.04K
|
15.4K
$2.15M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 1.36% |
$3.54K - $3.9K
|
2.09K
$292K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
26+ 0.3% |
$3.29K - $3.63K
|
8.62K
$1.2M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
25+ 27.47% |
$3.16K - $3.49K
|
116
$16.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
23+ 0.19% |
$2.91K - $3.21K
|
12.2K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20+ 0.62% |
$2.53K - $2.79K
|
3.26K
$456K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
19+ 0.39% |
$2.4K - $2.65K
|
4.88K
$682K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
19+ 2.6% |
$2.4K - $2.65K
|
750
$105K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 24.0% |
$2.28K - $2.51K
|
93
$13K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17+ 170.0% |
$2.15K - $2.37K
|
27
$3.77K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16+ 1.03% |
$2.02K - $2.23K
|
1.57K
$219K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
16+ 0.31% |
$2.02K - $2.23K
|
5.23K
$730K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
15+ 15.79% |
$1.9K - $2.09K
|
110
$15.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
15+ 0.5% |
$1.9K - $2.09K
|
2.99K
$417K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.27% |
$1.9K - $2.09K
|
5.47K
$764K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15+ 0.09% |
$1.9K - $2.09K
|
16.5K
$2.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 0.24% |
$1.52K - $1.67K
|
5.02K
$701K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.92% |
$1.52K - $1.67K
|
1.32K
$184K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
12+ 0.28% |
$1.52K - $1.67K
|
4.36K
$609K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
12+ 0.37% |
$1.52K - $1.67K
|
3.24K
$452K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$1.39K - $1.53K
|
3.51K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.16% |
$1.39K - $1.53K
|
6.73K
$940K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.19% |
$1.27K - $1.39K
|
5.28K
$737K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9+ 0.54% |
$1.14K - $1.25K
|
1.67K
$233K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 0.65% |
$1.01K - $1.12K
|
1.24K
$173K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.27% |
$759 - $837
|
2.2K
$308K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
6+ 0.25% |
$759 - $837
|
2.37K
$331K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$633 - $697
|
15K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.27% |
$633 - $697
|
1.89K
$264K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.16% |
$506 - $558
|
2.44K
$341K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.07% |
$506 - $558
|
5.56K
$777K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
4+ 0.14% |
$506 - $558
|
2.78K
$388K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.37% |
$506 - $558
|
1.09K
$153K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.27% |
$380 - $418
|
1.13K
$158K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.09% |
$253 - $279
|
2.32K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2+ 4.88% |
$253 - $279
|
43
$6K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.33% |
$253 - $279
|
600
$83.8K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.04% |
$253 - $279
|
5.65K
$789K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$127 - $139
|
236
$33K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.04% |
$127 - $139
|
2.23K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$127 - $139
|
1
$140
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.29% |
$127 - $139
|
350
$48.9K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2- 0.05% |
$253 - $279
|
4.42K
$617K
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-2- 0.02% |
$253 - $279
|
10.4K
$1.45M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.29% |
$633 - $697
|
1.74K
$243K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-6- 0.19% |
$759 - $837
|
3.09K
$431K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.06% |
$759 - $837
|
10.1K
$1.41M
|