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 06, 2021
Q2 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-276- 1.15% |
$32.1K - $34.8K
|
23.7K
$3.63M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-280- 4.69% |
$32.6K - $35.3K
|
5.69K
$871K
|
|
Aug 05, 2021
Q2 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-281- 2.47% |
$32.7K - $35.4K
|
11.1K
$1.7M
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-291- 2.01% |
$33.9K - $36.7K
|
14.2K
$2.17M
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-291- 4.16% |
$33.9K - $36.7K
|
6.7K
$1.03M
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-293- 63.56% |
$34.1K - $36.9K
|
168
$25.7K
|
|
Jul 20, 2021
Q2 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-293- 9.78% |
$34.1K - $36.9K
|
2.7K
$414K
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-300- 16.04% |
$34.9K - $37.8K
|
1.57K
$240K
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-315- 37.77% |
$36.7K - $39.7K
|
519
$79.5K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-317- 21.42% |
$36.9K - $40K
|
1.16K
$178K
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-317- 5.7% |
$36.9K - $40K
|
5.25K
$803K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-322- 10.06% |
$37.5K - $40.6K
|
2.88K
$441K
|
|
Aug 13, 2021
Q2 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-330- 2.5% |
$38.4K - $41.6K
|
12.8K
$1.97M
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-333- 10.41% |
$38.8K - $42K
|
2.87K
$439K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-335- 2.36% |
$39K - $42.2K
|
13.8K
$2.12M
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-338- 8.79% |
$39.3K - $42.6K
|
3.51K
$537K
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-343- 11.76% |
$39.9K - $43.2K
|
2.57K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-353- 0.64% |
$41.1K - $44.5K
|
55.1K
$8.43M
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-354- 10.56% |
$41.2K - $44.6K
|
3K
$459K
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-368- 15.98% |
$42.8K - $46.4K
|
1.94K
$296K
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
SELL
|
- |
-372- 7.16% |
$43.3K - $46.9K
|
4.82K
$738K
|
|
Aug 10, 2021
Q2 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-377- 0.67% |
$43.9K - $47.5K
|
56.1K
$8.58M
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-380- 19.84% |
$44.2K - $47.9K
|
1.54K
$235K
|
|
Jul 27, 2021
Q2 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-380- 7.42% |
$44.2K - $47.9K
|
4.74K
$726K
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
SELL
|
- |
-385- 6.15% |
$44.8K - $48.5K
|
5.88K
$900K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-387- 3.62% |
$45K - $48.8K
|
10.3K
$1.58M
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-391- 1.45% |
$45.5K - $49.3K
|
26.6K
$4.08M
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-405- 45.45% |
$47.1K - $51K
|
486
$74.4K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-408- 3.95% |
$47.5K - $51.4K
|
9.91K
$1.52M
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-424- 25.42% |
$49.3K - $53.4K
|
1.24K
$191K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-432- 4.17% |
$50.3K - $54.4K
|
9.92K
$1.52M
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-433- 0.62% |
$50.4K - $54.6K
|
69.1K
$10.6M
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-434- 5.37% |
$50.5K - $54.7K
|
7.65K
$1.17M
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-438- 2.09% |
$51K - $55.2K
|
20.6K
$3.15M
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-444Closed |
$51.7K - $56K
|
0
$0
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-445- 20.37% |
$51.8K - $56.1K
|
1.74K
$266K
|
|
Aug 16, 2021
Q2 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-456- 1.37% |
$53.1K - $57.5K
|
32.7K
$5.01M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-462Closed |
$53.8K - $58.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-480- 1.63% |
$55.9K - $60.5K
|
29K
$4.44M
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-490- 4.83% |
$57K - $61.8K
|
9.65K
$1.48M
|
|
Jul 30, 2021
Q2 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-490- 9.12% |
$57K - $61.8K
|
4.88K
$747K
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-491- 2.12% |
$57.1K - $61.9K
|
22.7K
$3.48M
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-504- 8.23% |
$58.7K - $63.5K
|
5.62K
$861K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-510- 8.09% |
$59.4K - $64.3K
|
5.79K
$887K
|
|
Jul 21, 2021
Q2 2021
|
Rockland Trust CO
|
SELL
|
- |
-520- 7.5% |
$60.5K - $65.5K
|
6.42K
$983K
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-527- 4.33% |
$61.3K - $66.4K
|
11.6K
$1.78M
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-532- 6.17% |
$61.9K - $67K
|
8.09K
$1.24M
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-534- 6.57% |
$62.2K - $67.3K
|
7.59K
$1.16M
|
|
Jul 29, 2021
Q2 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-541- 1.73% |
$63K - $68.2K
|
30.7K
$4.7M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-543- 9.31% |
$63.2K - $68.4K
|
5.29K
$810K
|