Purchases and Sales Made in Q2 2021 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 4.07% |
$33.3K - $36K
|
7.32K
$1.12M
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
273+ 5.83% |
$31.8K - $34.4K
|
4.96K
$759K
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
270+ 3.64% |
$31.4K - $34K
|
7.68K
$1.18M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
263+ 4.61% |
$30.6K - $33.1K
|
5.97K
$915K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
260+ 0.88% |
$30.3K - $32.8K
|
29.7K
$4.55M
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
260+ 5.6% |
$30.3K - $32.8K
|
4.9K
$750K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
252+ 14.84% |
$29.3K - $31.8K
|
1.95K
$299K
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
BUY
|
- |
252+ 13.51% |
$29.3K - $31.8K
|
2.12K
$324K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
252+ 20.24% |
$29.3K - $31.8K
|
1.5K
$229K
|
|
Jul 28, 2021
Q2 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
251+ 5.36% |
$29.2K - $31.6K
|
4.93K
$755K
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
228+ 23.75% |
$26.5K - $28.7K
|
1.19K
$182K
|
|
Jul 15, 2021
Q2 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
228+ 1.58% |
$26.5K - $28.7K
|
14.7K
$2.25M
|
|
Jul 09, 2021
Q2 2021
|
Grassi Investment Management
|
BUY
|
- |
227+ 1.24% |
$26.4K - $28.6K
|
18.5K
$2.83M
|
|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
227+ 2.95% |
$26.4K - $28.6K
|
7.92K
$1.21M
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
225New |
$26.2K - $28.4K
|
225
$34.5K
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
218+ 0.57% |
$25.4K - $27.5K
|
38.6K
$5.92M
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
215+ 12.29% |
$25K - $27.1K
|
1.97K
$301K
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
205+ 39.81% |
$23.9K - $25.8K
|
720
$110K
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 5.01% |
$23.3K - $25.2K
|
4.19K
$642K
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200+ 10.05% |
$23.3K - $25.2K
|
2.19K
$335K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
200New |
$23.3K - $25.2K
|
200
$30.6K
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
190+ 14.26% |
$22.1K - $23.9K
|
1.52K
$233K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
188+ 8.58% |
$21.9K - $23.7K
|
2.38K
$364K
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
187New |
$21.8K - $23.6K
|
187
$28.6K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
185+ 9.57% |
$21.5K - $23.3K
|
2.12K
$324K
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
175+ 4.6% |
$20.4K - $22.1K
|
3.98K
$609K
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
171+ 1.74% |
$19.9K - $21.6K
|
9.97K
$1.53M
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
170+ 2.22% |
$19.8K - $21.4K
|
7.83K
$1.2M
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
168+ 0.77% |
$19.6K - $21.2K
|
22.1K
$3.38M
|
|
Jul 07, 2021
Q2 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
168+ 2.3% |
$19.6K - $21.2K
|
7.48K
$1.15M
|
|
Jul 23, 2021
Q2 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
167+ 2.41% |
$19.4K - $21K
|
7.09K
$1.09M
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
164+ 7.44% |
$19.1K - $20.7K
|
2.37K
$363K
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
160+ 0.79% |
$18.6K - $20.2K
|
20.4K
$3.12M
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
160+ 2.43% |
$18.6K - $20.2K
|
6.74K
$1.03M
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
159+ 122.31% |
$18.5K - $20K
|
289
$44.3K
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
BUY
|
- |
158+ 6.66% |
$18.4K - $19.9K
|
2.53K
$387K
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
150+ 1.66% |
$17.5K - $18.9K
|
9.2K
$1.41M
|
|
Jul 29, 2021
Q2 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
150+ 3.24% |
$17.5K - $18.9K
|
4.79K
$733K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
150New |
$17.5K - $18.9K
|
150
$23K
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
148+ 3.43% |
$17.2K - $18.7K
|
4.46K
$683K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
145New |
$16.9K - $18.3K
|
145
$22.2K
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
144+ 1.0% |
$16.8K - $18.1K
|
14.6K
$2.23M
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
140+ 5.45% |
$16.3K - $17.6K
|
2.71K
$415K
|
|
Jul 28, 2021
Q2 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
139+ 0.69% |
$16.2K - $17.5K
|
20.2K
$3.09M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
131+ 0.62% |
$15.2K - $16.5K
|
21.3K
$3.25M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
131+ 4.04% |
$15.2K - $16.5K
|
3.38K
$517K
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
130+ 1.16% |
$15.1K - $16.4K
|
11.3K
$1.73M
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
129+ 2.92% |
$15K - $16.3K
|
4.54K
$696K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
128+ 170.67% |
$14.9K - $16.1K
|
203
$31.1K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127+ 3.16% |
$14.8K - $16K
|
4.14K
$634K
|