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 28, 2021
Q2 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
126+ 7.11% |
$14.7K - $15.9K
|
1.9K
$291K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 7.49% |
$14.5K - $15.8K
|
1.8K
$275K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
125New |
$14.5K - $15.8K
|
125
$19.1K
|
|
Jul 06, 2021
Q2 2021
|
Private Asset Management Inc
|
BUY
|
- |
120+ 2.69% |
$14K - $15.1K
|
4.58K
$701K
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.31% |
$14K - $15.1K
|
5.31K
$812K
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
120+ 4.13% |
$14K - $15.1K
|
3.03K
$464K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
114New |
$13.3K - $14.4K
|
114
$17.5K
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
112+ 7.15% |
$13K - $14.1K
|
1.68K
$257K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
108+ 16.62% |
$12.6K - $13.6K
|
758
$116K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
107+ 16.02% |
$12.5K - $13.5K
|
775
$119K
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103+ 0.42% |
$12K - $13K
|
24.9K
$3.81M
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5.49% |
$12K - $13K
|
1.98K
$303K
|
|
Jul 26, 2021
Q2 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
100+ 4.69% |
$11.6K - $12.6K
|
2.23K
$342K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 196.08% |
$11.6K - $12.6K
|
151
$23.1K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
100+ 1.71% |
$11.6K - $12.6K
|
5.94K
$910K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
97+ 2.62% |
$11.3K - $12.2K
|
3.81K
$583K
|
|
Jul 22, 2021
Q2 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 0.56% |
$11.1K - $12K
|
17.1K
$2.62M
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
95+ 4.14% |
$11.1K - $12K
|
2.39K
$366K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
93+ 30.0% |
$10.8K - $11.7K
|
403
$61.7K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 30.03% |
$10.6K - $11.5K
|
394
$60.3K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
87+ 0.28% |
$10.1K - $11K
|
31.1K
$4.76M
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
85New |
$9.89K - $10.7K
|
85
$13K
|
|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
83+ 2.7% |
$9.66K - $10.5K
|
3.16K
$484K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80+ 9.24% |
$9.31K - $10.1K
|
946
$145K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
78+ 0.49% |
$9.08K - $9.83K
|
15.9K
$2.44M
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
70+ 0.47% |
$8.15K - $8.82K
|
14.8K
$2.27M
|
|
Jul 15, 2021
Q2 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
66+ 1.41% |
$7.68K - $8.32K
|
4.75K
$727K
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
66+ 2.54% |
$7.68K - $8.32K
|
2.66K
$407K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63+ 5.81% |
$7.33K - $7.94K
|
1.15K
$176K
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
60+ 2.78% |
$6.98K - $7.56K
|
2.22K
$340K
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
57New |
$6.63K - $7.18K
|
57
$8.73K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
55+ 4.05% |
$6.4K - $6.93K
|
1.41K
$217K
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
BUY
|
- |
50+ 0.14% |
$5.82K - $6.3K
|
35.7K
$5.47M
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 1.71% |
$5.7K - $6.18K
|
2.91K
$445K
|
|
Jul 15, 2021
Q2 2021
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.88% |
$5.35K - $5.8K
|
5.26K
$806K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.51% |
$5.35K - $5.8K
|
9K
$1.38M
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
46+ 0.51% |
$5.35K - $5.8K
|
9K
$1.38M
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
45+ 0.22% |
$5.24K - $5.67K
|
20.5K
$3.14M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
43+ 0.92% |
$5K - $5.42K
|
4.74K
$726K
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
43New |
$5K - $5.42K
|
43
$6.59K
|
|
Aug 05, 2021
Q2 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
40+ 1.46% |
$4.66K - $5.04K
|
2.77K
$425K
|
|
Aug 02, 2021
Q2 2021
|
Trust CO Of Virginia
|
BUY
|
- |
40+ 0.09% |
$4.66K - $5.04K
|
42.5K
$6.51M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40+ 21.98% |
$4.66K - $5.04K
|
222
$34K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
35+ 19.13% |
$4.07K - $4.41K
|
218
$33.4K
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 0.3% |
$3.96K - $4.29K
|
11.5K
$1.76M
|
|
Jul 13, 2021
Q2 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
31+ 0.38% |
$3.61K - $3.91K
|
8.16K
$1.25M
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
31+ 5.76% |
$3.61K - $3.91K
|
569
$87.1K
|
|
Nov 30, 2021
Q2 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
28+ 0.29% |
$3.26K - $3.53K
|
9.55K
$1.46M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 10.83% |
$3.03K - $3.28K
|
266
$40.7K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22+ 1.08% |
$2.56K - $2.77K
|
2.07K
$317K
|