Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
34K
+ 309.7%
$4.3M - $4.74M
45K $6.48M
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
33.3K
+ 89.51%
$4.21M - $4.64M
70.5K $10.2M
May 13, 2022 Q1 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
32.7K
+ 1338.98%
$4.14M - $4.56M
35.2K $5.07M
May 02, 2022 Q1 2022
Texas Capital Bancshares Inc

BUY
 -
32K
New
$4.05M - $4.46M
32K $4.61M
Apr 26, 2022 Q1 2022
Activest Wealth Management

BUY
 -
31.6K
+ 108.83%
$3.99M - $4.4M
60.6K $8.73M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
31.5K
+ 37.63%
$3.99M - $4.4M
115K $16.6M
May 11, 2022 Q1 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
30.7K
+ 5.64%
$3.88M - $4.28M
575K $82.9M
May 09, 2022 Q1 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
30.2K
New
$3.83M - $4.22M
30.2K $4.36M
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
29.9K
+ 27.6%
$3.78M - $4.16M
138K $19.9M
May 13, 2022 Q1 2022
Exodus Point Capital Management, LP

New York, NY
BUY
 -
29.1K
+ 152.23%
$3.68M - $4.05M
48.2K $6.94M
Apr 14, 2022 Q1 2022
Deane Retirement Strategies, Inc.

BUY
 -
28.3K
New
$3.58M - $3.94M
28.3K $4.07M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
28K
+ 45.14%
$3.55M - $3.91M
90.2K $13M
May 04, 2022 Q1 2022
State Of Michigan Retirement System

BUY
 -
27.7K
+ 22.11%
$3.5M - $3.86M
153K $22M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
26.7K
+ 123.55%
$3.38M - $3.73M
48.4K $6.97M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
26.7K
+ 123.55%
$3.38M - $3.73M
48.4K $6.97M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
26.3K
+ 11.28%
$3.33M - $3.67M
260K $37.4M
May 16, 2022 Q1 2022
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
26.3K
New
$3.33M - $3.67M
26.3K $3.79M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
25.7K
+ 7.62%
$3.25M - $3.59M
363K $52.3M
Apr 27, 2022 Q1 2022
Moody Lynn & Lieberson, LLC

BUY
 -
25.7K
+ 465.65%
$3.25M - $3.59M
31.2K $4.5M
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
25.6K
+ 116.11%
$3.23M - $3.56M
47.6K $6.85M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
25.4K
+ 7.38%
$3.21M - $3.54M
370K $53.3M
May 13, 2022 Q1 2022
Asset Management One Co., Ltd.

BUY
 -
24.5K
+ 68.81%
$3.1M - $3.41M
60.1K $8.66M
May 16, 2022 Q1 2022
Pinz Capital Management, LP

New York, NY
BUY
 -
24K
+ 2000.0%
$3.04M - $3.35M
25.2K $3.63M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
23.3K
+ 323.96%
$2.95M - $3.25M
30.5K $4.4M
May 16, 2022 Q1 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
22K
+ 6.77%
$2.78M - $3.06M
347K $49.9M
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
20.8K
+ 930.47%
$2.64M - $2.9M
23.1K $3.32M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
20.4K
+ 19.29%
$2.58M - $2.84M
126K $18.2M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
19.9K
+ 27.99%
$2.52M - $2.77M
91K $13.1M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
19K
+ 882.26%
$2.41M - $2.66M
21.2K $3.06M
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
18.8K
+ 1359.78%
$2.38M - $2.63M
20.2K $2.91M
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
18.4K
+ 39.54%
$2.33M - $2.57M
65.1K $9.38M
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
18.1K
+ 216.92%
$2.29M - $2.52M
26.4K $3.81M
May 02, 2022 Q1 2022
Telos Capital Management, Inc.

BUY
 -
18K
New
$2.28M - $2.51M
18K $2.59M
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

BUY
 -
17.9K
New
$2.26M - $2.49M
17.9K $2.58M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
17.5K
+ 23.35%
$2.22M - $2.44M
92.6K $13.3M
May 13, 2022 Q1 2022
Founders Financial Securities LLC

BUY
 -
17.3K
+ 77.72%
$2.19M - $2.42M
39.6K $5.71M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
16.8K
+ 54.11%
$2.12M - $2.34M
47.8K $6.89M
May 11, 2022 Q1 2022
Lokken Investment Group LLC

BUY
 -
16.7K
New
$2.12M - $2.33M
16.7K $2.41M
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

BUY
 -
16.2K
New
$2.05M - $2.26M
16.2K $2.34M
Apr 18, 2022 Q1 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
16.1K
New
$2.04M - $2.25M
16.1K $2.32M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
15.9K
+ 4.62%
$2.01M - $2.22M
360K $51.9M
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

BUY
 -
15.6K
+ 137.14%
$1.98M - $2.18M
27K $3.89M
May 05, 2022 Q1 2022
Brr Op Co, LLC

BUY
 -
15.5K
+ 95.31%
$1.96M - $2.15M
31.7K $4.56M
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
15.1K
New
$1.91M - $2.1M
15.1K $2.17M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
14.7K
+ 31.2%
$1.87M - $2.06M
62K $8.94M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
14.7K
+ 55.46%
$1.86M - $2.04M
41.1K $5.92M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
14.6K
+ 58.81%
$1.85M - $2.03M
39.4K $5.68M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
14.6K
New
$1.84M - $2.03M
14.6K $2.1M
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
14.2K
+ 38.74%
$1.8M - $1.98M
50.8K $7.33M

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