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 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.19% |
$116 - $126
|
528
$80.9K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 2.27% |
$116 - $126
|
43
$6.59K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.58% |
$233 - $252
|
342
$52.4K
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.05% |
$349 - $378
|
6.32K
$968K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4- 1.48% |
$466 - $504
|
267
$40.9K
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7- 0.11% |
$815 - $882
|
6.61K
$1.01M
|
|
Jul 12, 2021
Q2 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-8- 0.3% |
$931 - $1.01K
|
2.65K
$406K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-8- 5.76% |
$931 - $1.01K
|
131
$20.1K
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8- 0.58% |
$931 - $1.01K
|
1.37K
$210K
|
|
Jul 22, 2021
Q2 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9- 0.14% |
$1.05K - $1.13K
|
6.62K
$1.01M
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-9- 0.5% |
$1.05K - $1.13K
|
1.79K
$274K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 2.5% |
$1.05K - $1.13K
|
351
$53.8K
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9- 0.18% |
$1.05K - $1.13K
|
4.96K
$760K
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-10- 0.22% |
$1.16K - $1.26K
|
4.54K
$695K
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10- 0.7% |
$1.16K - $1.26K
|
1.43K
$219K
|
|
Jul 22, 2021
Q2 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-11- 0.08% |
$1.28K - $1.39K
|
13.1K
$2.01M
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
SELL
|
- |
-11- 0.11% |
$1.28K - $1.39K
|
10.4K
$1.59M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$1.51K - $1.64K
|
8.36K
$1.28M
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-15- 0.78% |
$1.75K - $1.89K
|
1.92K
$293K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-16- 1.21% |
$1.86K - $2.02K
|
1.31K
$200K
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-17- 1.05% |
$1.98K - $2.14K
|
1.6K
$246K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-17Closed |
$1.98K - $2.14K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-17Closed |
$1.98K - $2.14K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-18- 3.73% |
$2.1K - $2.27K
|
465
$71.2K
|
|
Aug 03, 2021
Q2 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19- 0.28% |
$2.21K - $2.39K
|
6.66K
$1.02M
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-19Closed |
$2.21K - $2.39K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-20- 1.03% |
$2.33K - $2.52K
|
1.92K
$294K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 2.36% |
$2.56K - $2.77K
|
909
$139K
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 1.87% |
$2.68K - $2.9K
|
1.21K
$185K
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-23- 1.34% |
$2.68K - $2.9K
|
1.69K
$259K
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.54% |
$2.91K - $3.15K
|
1.6K
$244K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 7.96% |
$2.91K - $3.15K
|
289
$44.3K
|
|
Feb 17, 2023
Q2 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-26Closed |
$3.03K - $3.28K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.54% |
$3.38K - $3.65K
|
5.31K
$813K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-29- 0.29% |
$3.38K - $3.65K
|
9.9K
$1.52M
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 2.39% |
$3.49K - $3.78K
|
1.23K
$188K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 2.09% |
$3.49K - $3.78K
|
1.41K
$215K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-32- 0.28% |
$3.72K - $4.03K
|
11.5K
$1.77M
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-35- 0.53% |
$4.07K - $4.41K
|
6.52K
$999K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-40- 0.35% |
$4.66K - $5.04K
|
11.5K
$1.77M
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-49- 1.33% |
$5.7K - $6.18K
|
3.63K
$556K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-50- 3.57% |
$5.82K - $6.3K
|
1.35K
$207K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-50- 2.13% |
$5.82K - $6.3K
|
2.29K
$351K
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-50- 1.57% |
$5.82K - $6.3K
|
3.14K
$481K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 0.25% |
$5.82K - $6.3K
|
20.1K
$3.08M
|
|
Aug 11, 2021
Q2 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 1.25% |
$5.82K - $6.3K
|
3.95K
$605K
|
|
Jul 23, 2021
Q2 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-50- 0.32% |
$5.82K - $6.3K
|
15.6K
$2.38M
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.25% |
$5.82K - $6.3K
|
20.1K
$3.08M
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-53- 2.16% |
$6.17K - $6.68K
|
2.4K
$368K
|