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 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
939+ 32.8% |
$109K - $118K
|
3.8K
$582K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
932+ 12.9% |
$108K - $117K
|
8.16K
$1.25M
|
|
Aug 11, 2021
Q2 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
909+ 0.61% |
$106K - $115K
|
151K
$23.1M
|
|
Jul 16, 2021
Q2 2021
|
Sabal Trust CO
|
BUY
|
- |
900+ 2.06% |
$105K - $113K
|
44.6K
$6.82M
|
|
Aug 09, 2021
Q2 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
897+ 5.02% |
$104K - $113K
|
18.8K
$2.87M
|
|
Aug 12, 2021
Q2 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
863+ 3.68% |
$100K - $109K
|
24.3K
$3.73M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
857+ 191.72% |
$99.7K - $108K
|
1.3K
$200K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
841+ 1.25% |
$97.9K - $106K
|
68.1K
$10.4M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
841+ 0.74% |
$97.9K - $106K
|
114K
$17.5M
|
|
Jul 16, 2021
Q2 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
840+ 43.3% |
$97.8K - $106K
|
2.78K
$426K
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
BUY
|
- |
816+ 4.43% |
$95K - $103K
|
19.2K
$2.94M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
814New |
$94.7K - $103K
|
814
$125K
|
|
Dec 30, 2022
Q2 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
810+ 40.4% |
$94.3K - $102K
|
2.82K
$431K
|
|
Jul 30, 2021
Q2 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
802+ 3.61% |
$93.3K - $101K
|
23K
$3.53M
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
800+ 34.93% |
$93.1K - $101K
|
3.09K
$473K
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
797+ 10.65% |
$92.8K - $100K
|
8.28K
$1.27M
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
794New |
$92.4K - $100K
|
794
$122K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
792+ 10.49% |
$92.2K - $99.8K
|
8.34K
$1.28M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
789+ 4.37% |
$91.8K - $99.4K
|
18.8K
$2.88M
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
786+ 2.04% |
$91.5K - $99.1K
|
39.4K
$6.03M
|
|
Jul 26, 2021
Q2 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
780+ 1.56% |
$90.8K - $98.3K
|
50.7K
$7.77M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
778+ 5.7% |
$90.6K - $98.1K
|
14.4K
$2.21M
|
|
Jul 06, 2021
Q2 2021
|
Boltwood Capital Management
|
BUY
|
- |
749+ 4.23% |
$87.2K - $94.4K
|
18.4K
$2.82M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
720New |
$83.8K - $90.7K
|
720
$110K
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
684New |
$79.6K - $86.2K
|
684
$105K
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
679+ 30.77% |
$79K - $85.6K
|
2.89K
$442K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
650+ 3.65% |
$75.7K - $81.9K
|
18.4K
$2.82M
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
635+ 2.29% |
$73.9K - $80K
|
28.4K
$4.34M
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
631+ 6.07% |
$73.4K - $79.5K
|
11K
$1.69M
|
|
Aug 12, 2021
Q2 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
630+ 1.53% |
$73.3K - $79.4K
|
41.9K
$6.41M
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
628+ 21.38% |
$73.1K - $79.1K
|
3.57K
$546K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
623+ 0.81% |
$72.5K - $78.5K
|
77.6K
$11.9M
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
614+ 284.26% |
$71.5K - $77.4K
|
830
$127K
|
|
Aug 11, 2021
Q2 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
600+ 28.44% |
$69.8K - $75.6K
|
2.71K
$415K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
596+ 4.53% |
$69.4K - $75.1K
|
13.8K
$2.11M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
580+ 2.57% |
$67.5K - $73.1K
|
23.1K
$3.54M
|
|
Aug 16, 2021
Q2 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
580+ 8.3% |
$67.5K - $73.1K
|
7.57K
$1.16M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
575+ 25.04% |
$66.9K - $72.5K
|
2.87K
$440K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
566+ 0.44% |
$65.9K - $71.3K
|
130K
$20M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
531+ 9.89% |
$61.8K - $66.9K
|
5.9K
$903K
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
530+ 6.26% |
$61.7K - $66.8K
|
8.99K
$1.38M
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
529+ 5.13% |
$61.6K - $66.7K
|
10.8K
$1.66M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
521+ 3.71% |
$60.6K - $65.7K
|
14.6K
$2.23M
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
513+ 4.33% |
$59.7K - $64.7K
|
12.3K
$1.89M
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
511+ 13.58% |
$59.5K - $64.4K
|
4.27K
$655K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
507+ 0.96% |
$59K - $63.9K
|
53.1K
$8.13M
|
|
Jul 09, 2021
Q2 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
507+ 26.38% |
$59K - $63.9K
|
2.43K
$372K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
501+ 9.29% |
$58.3K - $63.1K
|
5.9K
$903K
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
497+ 5.84% |
$57.8K - $62.6K
|
9.01K
$1.38M
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
493+ 4.33% |
$57.4K - $62.1K
|
11.9K
$1.82M
|