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 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6KNew |
$186K - $202K
|
1.6K
$245K
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$186K - $201K
|
1.6K
$244K
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.59KNew |
$185K - $200K
|
1.59K
$243K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.57K+ 33.08% |
$182K - $197K
|
6.3K
$964K
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 2.39% |
$182K - $197K
|
67.2K
$10.3M
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 7.59% |
$182K - $197K
|
22.1K
$3.39M
|
|
Jul 01, 2021
Q2 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.54K+ 3.82% |
$179K - $194K
|
41.8K
$6.39M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.53K+ 10.4% |
$179K - $193K
|
16.3K
$2.49M
|
|
Aug 05, 2021
Q2 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.53K+ 71.8% |
$178K - $193K
|
3.66K
$561K
|
|
Aug 06, 2021
Q2 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$178K - $193K
|
1.53K
$234K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.53KNew |
$178K - $193K
|
1.53K
$234K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 2.95% |
$176K - $190K
|
52.6K
$8.06M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 23.75% |
$174K - $189K
|
7.81K
$1.2M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 14.87% |
$173K - $187K
|
11.5K
$1.75M
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.46K+ 8.5% |
$170K - $184K
|
18.6K
$2.85M
|
|
Jul 28, 2021
Q2 2021
|
Bray Capital Advisors
|
BUY
|
- |
1.43K+ 4.03% |
$166K - $180K
|
36.8K
$5.64M
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
1.38K+ 4.28% |
$161K - $174K
|
33.7K
$5.16M
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.37K+ 44.84% |
$160K - $173K
|
4.43K
$679K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.35K+ 1.41% |
$157K - $170K
|
96.8K
$14.8M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33KNew |
$155K - $168K
|
1.33K
$204K
|
|
Aug 06, 2021
Q2 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.33K+ 2.22% |
$155K - $167K
|
61.3K
$9.39M
|
|
Jul 21, 2021
Q2 2021
|
Advisors Management Group Inc
|
BUY
|
- |
1.31K+ 32.44% |
$153K - $166K
|
5.37K
$822K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.31K+ 24.49% |
$152K - $165K
|
6.64K
$1.02M
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.3K+ 10.15% |
$151K - $164K
|
14.1K
$2.16M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 37.88% |
$151K - $163K
|
4.72K
$722K
|
|
Aug 13, 2021
Q2 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.29KNew |
$150K - $163K
|
1.29K
$198K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
1.24K+ 3.48% |
$145K - $157K
|
37K
$5.67M
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.23K+ 51.18% |
$144K - $156K
|
3.65K
$558K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.23K+ 8.62% |
$143K - $155K
|
15.5K
$2.37M
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 49.82% |
$143K - $155K
|
3.69K
$565K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.21K+ 18.13% |
$141K - $153K
|
7.91K
$1.21M
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.21K+ 26.85% |
$141K - $153K
|
5.73K
$877K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.2K+ 10.39% |
$140K - $151K
|
12.8K
$1.96M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 11.78% |
$138K - $150K
|
11.3K
$1.73M
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.17K+ 27.17% |
$137K - $148K
|
5.5K
$842K
|
|
Aug 02, 2021
Q2 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.16K+ 24.1% |
$135K - $146K
|
5.98K
$916K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.15K+ 2.84% |
$134K - $145K
|
41.7K
$6.38M
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
1.14K+ 26.54% |
$132K - $143K
|
5.42K
$830K
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.13K+ 2575.0% |
$132K - $143K
|
1.18K
$180K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.12K+ 5.35% |
$130K - $141K
|
22.1K
$3.38M
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.11K+ 9.79% |
$129K - $140K
|
12.5K
$1.91M
|
|
Jul 19, 2021
Q2 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.1K+ 3.09% |
$128K - $139K
|
36.8K
$5.64M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.09K+ 25.81% |
$127K - $137K
|
5.3K
$811K
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 11.68% |
$123K - $133K
|
10.1K
$1.54M
|
|
Aug 06, 2021
Q2 2021
|
Tredje Ap Fonden
|
BUY
|
- |
1K+ 0.16% |
$116K - $126K
|
627K
$96M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
998+ 12.67% |
$116K - $126K
|
8.88K
$1.36M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
977+ 9.68% |
$114K - $123K
|
11.1K
$1.69M
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
964+ 19.4% |
$112K - $121K
|
5.93K
$909K
|
|
Oct 28, 2021
Q2 2021
|
Innova Wealth Partners
|
BUY
|
- |
957+ 2.43% |
$111K - $121K
|
40.3K
$6.17M
|
|
Aug 05, 2021
Q2 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
949+ 3.17% |
$110K - $120K
|
30.9K
$4.73M
|