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 20, 2021
Q2 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-56- 0.28% |
$6.52K - $7.06K
|
20.3K
$3.1M
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-58- 0.26% |
$6.75K - $7.31K
|
22.2K
$3.39M
|
|
Aug 09, 2021
Q2 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-60- 1.92% |
$6.98K - $7.56K
|
3.07K
$470K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 2.95% |
$6.98K - $7.56K
|
1.98K
$302K
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-60- 4.93% |
$6.98K - $7.56K
|
1.16K
$177K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61- 1.16% |
$7.1K - $7.69K
|
5.19K
$794K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-62Closed |
$7.22K - $7.81K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 11.38% |
$7.57K - $8.19K
|
506
$77.5K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-66Closed |
$7.68K - $8.32K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-67- 3.07% |
$7.8K - $8.44K
|
2.12K
$324K
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-70- 0.46% |
$8.15K - $8.82K
|
15.2K
$2.33M
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70- 1.82% |
$8.15K - $8.82K
|
3.77K
$577K
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-75- 1.34% |
$8.73K - $9.45K
|
5.52K
$846K
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 3.02% |
$8.73K - $9.45K
|
2.41K
$368K
|
|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75Closed |
$8.73K - $9.45K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-75- 1.89% |
$8.73K - $9.45K
|
3.9K
$598K
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-76- 3.0% |
$8.85K - $9.58K
|
2.46K
$376K
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-76- 3.19% |
$8.85K - $9.58K
|
2.3K
$353K
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-76- 0.98% |
$8.85K - $9.58K
|
7.71K
$1.18M
|
|
Aug 12, 2021
Q2 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-77- 1.49% |
$8.96K - $9.7K
|
5.08K
$779K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-77- 5.43% |
$8.96K - $9.7K
|
1.34K
$205K
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-79- 2.07% |
$9.19K - $9.96K
|
3.73K
$571K
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-86- 0.14% |
$10K - $10.8K
|
63.2K
$9.68M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-87- 20.42% |
$10.1K - $11K
|
339
$51.9K
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-90- 2.81% |
$10.5K - $11.3K
|
3.11K
$476K
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 5.55% |
$10.6K - $11.5K
|
1.55K
$237K
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
SELL
|
- |
-91- 0.82% |
$10.6K - $11.5K
|
11K
$1.68M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-94- 1.4% |
$10.9K - $11.8K
|
6.63K
$1.02M
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-96Closed |
$11.2K - $12.1K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-97- 6.22% |
$11.3K - $12.2K
|
1.46K
$224K
|
|
Aug 02, 2021
Q2 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-98- 2.16% |
$11.4K - $12.4K
|
4.45K
$681K
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100Closed |
$11.6K - $12.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100- 10.33% |
$11.6K - $12.6K
|
868
$133K
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-100- 1.3% |
$11.6K - $12.6K
|
7.61K
$1.17M
|
|
Aug 10, 2021
Q2 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 16.67% |
$11.6K - $12.6K
|
500
$76.6K
|
|
Aug 13, 2021
Q2 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 16.67% |
$11.6K - $12.6K
|
500
$76.6K
|
|
Aug 12, 2021
Q2 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 4.71% |
$11.6K - $12.6K
|
2.03K
$310K
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-103- 13.79% |
$12K - $13K
|
644
$98.6K
|
|
Aug 12, 2021
Q2 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-105- 5.68% |
$12.2K - $13.2K
|
1.75K
$267K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-110- 20.07% |
$12.8K - $13.9K
|
438
$67.1K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-115Closed |
$13.4K - $14.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-120- 5.12% |
$14K - $15.1K
|
2.22K
$341K
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-123- 2.59% |
$14.3K - $15.5K
|
4.63K
$709K
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-126- 5.91% |
$14.7K - $15.9K
|
2.01K
$307K
|
|
May 10, 2024
Q2 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-128- 1.41% |
$14.9K - $16.1K
|
8.96K
$1.37M
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-130- 4.61% |
$15.1K - $16.4K
|
2.69K
$412K
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-130- 3.54% |
$15.1K - $16.4K
|
3.54K
$543K
|
|
Aug 12, 2021
Q2 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-130- 0.8% |
$15.1K - $16.4K
|
16.2K
$2.48M
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-136Closed |
$15.8K - $17.1K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-136Closed |
$15.8K - $17.1K
|
0
$0
|