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 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 2.71% |
$172K - $189K
|
51.4K
$7.41M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.35K+ 4.16% |
$171K - $189K
|
33.9K
$4.88M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.33K+ 27.99% |
$169K - $186K
|
6.1K
$878K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.32K+ 14.45% |
$167K - $184K
|
10.5K
$1.51M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
1.29K+ 18.75% |
$163K - $180K
|
8.17K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 7.48% |
$159K - $175K
|
18K
$2.6M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.25K+ 17.12% |
$158K - $175K
|
8.57K
$1.23M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.25K+ 17.12% |
$158K - $175K
|
8.57K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 115.68% |
$158K - $174K
|
2.33K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
1.23K+ 13.32% |
$156K - $172K
|
10.5K
$1.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.21KNew |
$153K - $169K
|
1.21K
$174K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.21K+ 10.61% |
$152K - $168K
|
12.6K
$1.81M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.18K+ 12.68% |
$149K - $165K
|
10.5K
$1.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1.17K+ 1.95% |
$148K - $163K
|
61.3K
$8.83M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 28.45% |
$148K - $163K
|
5.28K
$761K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.17K+ 3.64% |
$148K - $163K
|
33.3K
$4.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 13.67% |
$147K - $162K
|
9.69K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.16K+ 7.27% |
$146K - $161K
|
17K
$2.45M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.14K+ 61.34% |
$144K - $159K
|
3K
$432K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 112.69% |
$144K - $159K
|
2.15K
$309K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
1.12K+ 21.15% |
$141K - $156K
|
6.39K
$921K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.11K+ 8.89% |
$140K - $154K
|
13.6K
$1.96M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.1K+ 42.32% |
$139K - $153K
|
3.7K
$533K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.09K+ 32.97% |
$138K - $152K
|
4.4K
$635K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.06K+ 15.86% |
$135K - $148K
|
7.77K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.06K+ 0.7% |
$134K - $147K
|
151K
$21.8M
|
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.06K+ 0.72% |
$134K - $147K
|
148K
$21.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.05K+ 11.23% |
$133K - $147K
|
10.4K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 0.56% |
$129K - $143K
|
185K
$26.6M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.02K+ 26.31% |
$129K - $143K
|
4.91K
$708K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 4.47% |
$128K - $141K
|
23.7K
$3.42M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.01K+ 12.52% |
$128K - $141K
|
9.07K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1K+ 13.58% |
$127K - $139K
|
8.36K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
995+ 1.56% |
$126K - $139K
|
64.6K
$9.31M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
992+ 49.26% |
$126K - $138K
|
3.01K
$433K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
990+ 9.7% |
$125K - $138K
|
11.2K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
987+ 0.35% |
$125K - $138K
|
284K
$40.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
979+ 10.9% |
$124K - $137K
|
9.96K
$1.44M
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
970+ 4.88% |
$123K - $135K
|
20.8K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
954+ 5.6% |
$121K - $133K
|
18K
$2.59M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
952+ 19.23% |
$120K - $133K
|
5.9K
$851K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
943+ 38.24% |
$119K - $131K
|
3.41K
$491K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
941+ 24.25% |
$119K - $131K
|
4.82K
$695K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
935+ 21.11% |
$118K - $130K
|
5.37K
$773K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
901+ 53.57% |
$114K - $126K
|
2.58K
$372K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
871+ 4.85% |
$110K - $121K
|
18.8K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
860+ 11.62% |
$109K - $120K
|
8.26K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
855+ 3.38% |
$108K - $119K
|
26.2K
$3.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
854+ 2.23% |
$108K - $119K
|
39.1K
$5.64M
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
848+ 16.6% |
$107K - $118K
|
5.96K
$858K
|