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 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.04% |
$886 - $976
|
16.3K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-7Closed |
$886 - $976
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-8- 0.13% |
$1.01K - $1.12K
|
6.07K
$848K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9- 0.34% |
$1.14K - $1.25K
|
2.67K
$373K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12Closed |
$1.52K - $1.67K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12- 0.45% |
$1.52K - $1.67K
|
2.65K
$370K
|
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-14- 16.28% |
$1.77K - $1.95K
|
72
$10.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-15- 0.04% |
$1.9K - $2.09K
|
38.5K
$5.38M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-15- 0.85% |
$1.9K - $2.09K
|
1.75K
$244K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15- 0.56% |
$1.9K - $2.09K
|
2.66K
$371K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-16- 0.34% |
$2.02K - $2.23K
|
4.75K
$663K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-16- 0.46% |
$2.02K - $2.23K
|
3.49K
$487K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-17- 2.81% |
$2.15K - $2.37K
|
588
$82.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-20- 0.51% |
$2.53K - $2.79K
|
3.9K
$545K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-20- 0.95% |
$2.53K - $2.79K
|
2.1K
$293K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-21- 0.37% |
$2.66K - $2.93K
|
5.61K
$783K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-21- 11.11% |
$2.66K - $2.93K
|
168
$23.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-22- 0.23% |
$2.78K - $3.07K
|
9.63K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22- 0.21% |
$2.78K - $3.07K
|
10.4K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22- 0.61% |
$2.78K - $3.07K
|
3.6K
$503K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-25- 0.87% |
$3.16K - $3.49K
|
2.85K
$397K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-25- 34.25% |
$3.16K - $3.49K
|
48
$6.7K
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 0.14% |
$3.16K - $3.49K
|
18.3K
$2.56M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.1% |
$3.16K - $3.49K
|
2.25K
$314K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.56% |
$3.29K - $3.63K
|
1.64K
$229K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-26- 1.46% |
$3.29K - $3.63K
|
1.75K
$245K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 19.71% |
$3.42K - $3.76K
|
110
$15.4K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-29- 1.64% |
$3.67K - $4.04K
|
1.74K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-29- 0.84% |
$3.67K - $4.04K
|
3.44K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-31- 7.65% |
$3.92K - $4.32K
|
374
$52.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-34- 3.72% |
$4.3K - $4.74K
|
879
$123K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-35- 0.18% |
$4.43K - $4.88K
|
18.9K
$2.64M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 14.45% |
$4.81K - $5.3K
|
225
$31.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-40- 1.03% |
$5.06K - $5.58K
|
3.85K
$538K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-40- 2.29% |
$5.06K - $5.58K
|
1.7K
$238K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$5.06K - $5.58K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40- 0.4% |
$5.06K - $5.58K
|
9.96K
$1.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-45- 0.05% |
$5.69K - $6.27K
|
93.8K
$13.1M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-45- 15.85% |
$5.69K - $6.27K
|
239
$33.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-48- 0.45% |
$6.07K - $6.69K
|
10.6K
$1.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 24.62% |
$6.07K - $6.69K
|
147
$20.5K
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-48- 0.44% |
$6.07K - $6.69K
|
10.8K
$1.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 3.08% |
$6.33K - $6.97K
|
1.58K
$220K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-51- 0.78% |
$6.45K - $7.11K
|
6.5K
$908K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 2.23% |
$6.58K - $7.25K
|
2.28K
$318K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-52- 0.45% |
$6.58K - $7.25K
|
11.6K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-52- 12.68% |
$6.58K - $7.25K
|
358
$50K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-55- 0.89% |
$6.96K - $7.67K
|
6.1K
$852K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-56- 0.42% |
$7.09K - $7.81K
|
13.3K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-57- 1.85% |
$7.21K - $7.95K
|
3.02K
$421K
|