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 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-545- 10.09% |
$63.4K - $68.7K
|
4.86K
$744K
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-550- 48.67% |
$64K - $69.3K
|
580
$88.8K
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-563- 2.64% |
$65.5K - $71K
|
20.7K
$3.18M
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-570- 12.34% |
$66.3K - $71.8K
|
4.05K
$620K
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-570- 12.34% |
$66.3K - $71.8K
|
4.05K
$620K
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-595- 11.55% |
$69.3K - $75K
|
4.56K
$698K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-599- 2.7% |
$69.7K - $75.5K
|
21.6K
$3.31M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-600Closed |
$69.8K - $75.6K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-604- 13.52% |
$70.3K - $76.1K
|
3.86K
$592K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-604- 13.52% |
$70.3K - $76.1K
|
3.86K
$592K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-608- 13.15% |
$70.8K - $76.6K
|
4.02K
$615K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-610- 20.54% |
$71K - $76.9K
|
2.36K
$361K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-624Closed |
$72.6K - $78.6K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
SELL
|
- |
-624- 0.68% |
$72.6K - $78.6K
|
91.5K
$14M
|
|
Aug 05, 2021
Q2 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-627- 11.44% |
$73K - $79K
|
4.85K
$743K
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-637- 23.4% |
$74.1K - $80.3K
|
2.09K
$319K
|
|
Aug 10, 2021
Q2 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-643- 1.46% |
$74.8K - $81K
|
43.5K
$6.66M
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-643- 8.3% |
$74.8K - $81K
|
7.1K
$1.09M
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-654- 10.14% |
$76.1K - $82.4K
|
5.8K
$888K
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-657- 2.78% |
$76.5K - $82.8K
|
23K
$3.52M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-673- 11.96% |
$78.3K - $84.8K
|
4.95K
$759K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-682- 19.63% |
$79.4K - $86K
|
2.79K
$428K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-685- 2.57% |
$79.7K - $86.3K
|
26K
$3.98M
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-688Closed |
$80.1K - $86.7K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-703- 52.94% |
$81.8K - $88.6K
|
625
$95.7K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-719- 0.39% |
$83.7K - $90.6K
|
182K
$27.9M
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-725- 14.93% |
$84.4K - $91.4K
|
4.13K
$632K
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-735- 4.78% |
$85.5K - $92.6K
|
14.7K
$2.24M
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-738- 0.7% |
$85.9K - $93K
|
105K
$16.1M
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-742- 3.28% |
$86.4K - $93.5K
|
21.9K
$3.35M
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-742- 8.27% |
$86.4K - $93.5K
|
8.23K
$1.26M
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-750- 34.14% |
$87.3K - $94.5K
|
1.45K
$222K
|
|
Jul 29, 2021
Q2 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-762- 9.71% |
$88.7K - $96K
|
7.09K
$1.09M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-779- 3.92% |
$90.7K - $98.2K
|
19.1K
$2.93M
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-792- 31.53% |
$92.2K - $99.8K
|
1.72K
$263K
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-807- 7.09% |
$93.9K - $102K
|
10.6K
$1.62M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-845- 4.75% |
$98.3K - $106K
|
16.9K
$2.59M
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-853- 84.62% |
$99.3K - $108K
|
155
$23.7K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-867- 70.6% |
$101K - $109K
|
361
$55.3K
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-875- 27.72% |
$102K - $110K
|
2.28K
$349K
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-884- 10.27% |
$103K - $111K
|
7.73K
$1.18M
|
|
Aug 04, 2021
Q2 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-944- 2.19% |
$110K - $119K
|
42.1K
$6.44M
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-982- 7.77% |
$114K - $124K
|
11.7K
$1.79M
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-986- 91.04% |
$115K - $124K
|
97
$14.9K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-987- 3.38% |
$115K - $124K
|
28.3K
$4.33M
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-997- 6.07% |
$116K - $126K
|
15.4K
$2.36M
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 15.47% |
$123K - $133K
|
5.77K
$883K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 12.34% |
$132K - $143K
|
8.04K
$1.23M
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.18K- 5.35% |
$137K - $148K
|
20.8K
$3.18M
|
|
Aug 11, 2021
Q2 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.25K- 3.5% |
$145K - $157K
|
34.3K
$5.26M
|