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 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-140Closed |
$16.3K - $17.6K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-144- 1.79% |
$16.8K - $18.1K
|
7.89K
$1.21M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-148Closed |
$17.2K - $18.7K
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
SELL
|
- |
-157- 1.48% |
$18.3K - $19.8K
|
10.4K
$1.6M
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-160- 1.06% |
$18.6K - $20.2K
|
14.9K
$2.28M
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-161- 13.67% |
$18.7K - $20.3K
|
1.02K
$156K
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
SELL
|
- |
-163- 8.33% |
$19K - $20.5K
|
1.79K
$275K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-165- 4.0% |
$19.2K - $20.8K
|
3.96K
$606K
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-166- 0.81% |
$19.3K - $20.9K
|
20.4K
$3.13M
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-166- 5.27% |
$19.3K - $20.9K
|
2.98K
$457K
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-166- 35.62% |
$19.3K - $20.9K
|
300
$45.9K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-174- 1.72% |
$20.3K - $21.9K
|
9.97K
$1.53M
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-179Closed |
$20.8K - $22.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 1.82% |
$21K - $22.7K
|
9.69K
$1.48M
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-180- 7.35% |
$21K - $22.7K
|
2.27K
$347K
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-181- 10.11% |
$21.1K - $22.8K
|
1.61K
$246K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-182- 29.93% |
$21.2K - $22.9K
|
426
$65.2K
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-185- 0.43% |
$21.5K - $23.3K
|
43K
$6.59M
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-188- 1.67% |
$21.9K - $23.7K
|
11.1K
$1.69M
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-189- 1.62% |
$22K - $23.8K
|
11.5K
$1.76M
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-192- 6.5% |
$22.3K - $24.2K
|
2.76K
$423K
|
|
Jul 30, 2021
Q2 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-193- 8.57% |
$22.5K - $24.3K
|
2.06K
$315K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-197Closed |
$22.9K - $24.8K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200- 24.88% |
$23.3K - $25.2K
|
604
$92.5K
|
|
Aug 10, 2021
Q2 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 0.77% |
$23.3K - $25.2K
|
25.6K
$3.93M
|
|
Aug 13, 2021
Q2 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 4.88% |
$23.3K - $25.2K
|
3.9K
$596K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-200- 3.94% |
$23.3K - $25.2K
|
4.88K
$747K
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-202- 9.97% |
$23.5K - $25.5K
|
1.83K
$279K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-215- 16.55% |
$25K - $27.1K
|
1.08K
$166K
|
|
Jul 29, 2021
Q2 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-216- 9.44% |
$25.1K - $27.2K
|
2.07K
$317K
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
SELL
|
- |
-220- 5.79% |
$25.6K - $27.7K
|
3.58K
$548K
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-222- 5.54% |
$25.8K - $28K
|
3.79K
$580K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-223- 6.44% |
$26K - $28.1K
|
3.24K
$496K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-227- 18.56% |
$26.4K - $28.6K
|
996
$153K
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
SELL
|
- |
-228- 7.8% |
$26.5K - $28.7K
|
2.7K
$413K
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-231- 1.48% |
$26.9K - $29.1K
|
15.4K
$2.35M
|
|
Aug 06, 2021
Q2 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-232- 1.17% |
$27K - $29.2K
|
19.6K
$3M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-233- 6.56% |
$27.1K - $29.4K
|
3.32K
$508K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-235- 22.55% |
$27.4K - $29.6K
|
807
$124K
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-240- 3.75% |
$27.9K - $30.2K
|
6.16K
$944K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-247- 16.96% |
$28.7K - $31.1K
|
1.21K
$185K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-248- 4.45% |
$28.9K - $31.3K
|
5.32K
$815K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-255- 1.07% |
$29.7K - $32.1K
|
23.7K
$3.62M
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-255- 8.84% |
$29.7K - $32.1K
|
2.63K
$403K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-257Closed |
$29.9K - $32.4K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-259Closed |
$30.1K - $32.6K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-260- 5.07% |
$30.3K - $32.8K
|
4.86K
$745K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-260- 2.91% |
$30.3K - $32.8K
|
8.67K
$1.33M
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-275- 10.3% |
$32K - $34.7K
|
2.39K
$367K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-275- 3.4% |
$32K - $34.7K
|
7.82K
$1.2M
|