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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.39% |
$2.33K - $2.52K
|
5.17K
$792K
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20+ 0.11% |
$2.33K - $2.52K
|
17.6K
$2.7M
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.39% |
$2.21K - $2.39K
|
4.88K
$747K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 0.52% |
$2.21K - $2.39K
|
3.67K
$562K
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.35% |
$2.1K - $2.27K
|
5.21K
$798K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17+ 0.23% |
$1.98K - $2.14K
|
7.42K
$1.14M
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.37% |
$1.86K - $2.02K
|
4.34K
$665K
|
|
Jul 28, 2021
Q2 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
16+ 0.58% |
$1.86K - $2.02K
|
2.77K
$424K
|
|
Aug 02, 2021
Q2 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
15+ 0.38% |
$1.75K - $1.89K
|
3.93K
$601K
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
13+ 0.43% |
$1.51K - $1.64K
|
3.02K
$462K
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
13+ 3.88% |
$1.51K - $1.64K
|
348
$53.3K
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.19% |
$1.51K - $1.64K
|
6.88K
$1.05M
|
|
Jul 14, 2021
Q2 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12+ 0.35% |
$1.4K - $1.51K
|
3.47K
$532K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
12+ 0.22% |
$1.4K - $1.51K
|
5.45K
$835K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.29% |
$1.4K - $1.51K
|
4.17K
$638K
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
12+ 0.6% |
$1.4K - $1.51K
|
2.02K
$310K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 0.84% |
$1.28K - $1.39K
|
1.33K
$203K
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 1.47% |
$1.16K - $1.26K
|
689
$106K
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10+ 0.25% |
$1.16K - $1.26K
|
4.04K
$618K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.27% |
$1.05K - $1.13K
|
3.4K
$521K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.26% |
$1.05K - $1.13K
|
3.49K
$535K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.18% |
$931 - $1.01K
|
4.51K
$691K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 6.84% |
$931 - $1.01K
|
125
$19.1K
|
|
Aug 12, 2021
Q2 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.43% |
$931 - $1.01K
|
1.87K
$287K
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.3% |
$815 - $882
|
2.35K
$360K
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.4% |
$815 - $882
|
1.77K
$270K
|
|
Aug 16, 2021
Q2 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.23% |
$815 - $882
|
3K
$460K
|
|
Jul 22, 2021
Q2 2021
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$698 - $756
|
1.72K
$263K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$698 - $756
|
5.16K
$791K
|
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6+ 0.21% |
$698 - $756
|
2.9K
$443K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.42% |
$582 - $630
|
1.2K
$183K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$582 - $630
|
2.57K
$394K
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.14% |
$466 - $504
|
2.86K
$437K
|
|
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4+ 9.76% |
$466 - $504
|
45
$6.89K
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3+ 0.11% |
$349 - $378
|
2.72K
$416K
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.31% |
$349 - $378
|
977
$150K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.58% |
$233 - $252
|
347
$53.1K
|
|
Aug 06, 2021
Q2 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.08% |
$233 - $252
|
2.54K
$389K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.46% |
$233 - $252
|
433
$66.3K
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$233 - $252
|
7.95K
$1.22M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.09% |
$233 - $252
|
2.18K
$334K
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$116 - $126
|
2.04K
$312K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.07% |
$116 - $126
|
1.52K
$233K
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$116 - $126
|
233
$35.7K
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.36% |
$116 - $126
|
278
$42.6K
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.05% |
$116 - $126
|
2.09K
$319K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.0% |
$116 - $126
|
31K
$4.75M
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
9.35K
$1.43M
|
|
Aug 16, 2021
Q2 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$116 - $126
|
1
$153
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
1+ 2.0% |
$116 - $126
|
51
$7.81K
|