Purchases and Sales Made in Q2 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 2022. 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 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
713+ 4.82% |
$85.5K - $102K
|
15.5K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
713+ 137.38% |
$85.5K - $102K
|
1.23K
$179K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
705+ 2.11% |
$84.5K - $101K
|
34.2K
$4.98M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
701+ 5.06% |
$84K - $100K
|
14.6K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
695+ 2.34% |
$83.3K - $99.3K
|
30.4K
$4.43M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
694+ 8.3% |
$83.2K - $99.1K
|
9.06K
$1.32M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
666+ 7.22% |
$79.8K - $95.1K
|
9.89K
$1.44M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
653+ 294.14% |
$78.3K - $93.3K
|
875
$127K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
646+ 29.58% |
$77.4K - $92.3K
|
2.83K
$412K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
638+ 5.42% |
$76.5K - $91.1K
|
12.4K
$1.81M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
633+ 2.93% |
$75.9K - $90.4K
|
22.2K
$3.24M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
621+ 3.3% |
$74.5K - $88.7K
|
19.5K
$2.83M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
619+ 0.38% |
$74.2K - $88.4K
|
164K
$23.9M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
613+ 13.68% |
$73.5K - $87.6K
|
5.09K
$742K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
604+ 2.66% |
$72.4K - $86.3K
|
23.3K
$3.39M
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
602+ 4.18% |
$72.2K - $86K
|
15K
$2.19M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
595+ 10.56% |
$71.3K - $85K
|
6.23K
$907K
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
593+ 0.42% |
$71.1K - $84.7K
|
140K
$20.4M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
590+ 10.72% |
$70.7K - $84.3K
|
6.09K
$888K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
585New |
$70.1K - $83.6K
|
585
$85.2K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
582+ 5.84% |
$69.8K - $83.1K
|
10.6K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
565New |
$67.7K - $80.7K
|
565
$82.3K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
556+ 13.15% |
$66.7K - $79.4K
|
4.79K
$697K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
554+ 10.55% |
$66.4K - $79.1K
|
5.81K
$846K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
549+ 6.14% |
$65.8K - $78.4K
|
9.49K
$1.38M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
547+ 64.89% |
$65.6K - $78.1K
|
1.39K
$202K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
537+ 6.24% |
$64.4K - $76.7K
|
9.14K
$1.33M
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
523+ 0.86% |
$62.7K - $74.7K
|
61.1K
$8.89M
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
517+ 20.52% |
$62K - $73.8K
|
3.04K
$442K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
515+ 5.04% |
$61.7K - $73.6K
|
10.7K
$1.56M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
507+ 13.1% |
$60.8K - $72.4K
|
4.38K
$637K
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500New |
$59.9K - $71.4K
|
500
$72.8K
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
495+ 31.69% |
$59.3K - $70.7K
|
2.06K
$300K
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
494+ 11.8% |
$59.2K - $70.6K
|
4.68K
$682K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
494+ 14.34% |
$59.2K - $70.6K
|
3.94K
$574K
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
481+ 2.39% |
$57.7K - $68.7K
|
20.6K
$3M
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
470+ 4.61% |
$56.3K - $67.1K
|
10.7K
$1.55M
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
469+ 1.95% |
$56.2K - $67K
|
24.5K
$3.58M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
466+ 3.93% |
$55.9K - $66.6K
|
12.3K
$1.79M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
461New |
$55.3K - $65.8K
|
461
$67.1K
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
460+ 15.59% |
$55.1K - $65.7K
|
3.41K
$497K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
457+ 24.43% |
$54.8K - $65.3K
|
2.33K
$339K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
456+ 5.15% |
$54.7K - $65.1K
|
9.32K
$1.36M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
451New |
$54.1K - $64.4K
|
451
$65.7K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
450+ 20.04% |
$54K - $64.3K
|
2.7K
$393K
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
440+ 6.88% |
$52.8K - $62.8K
|
6.83K
$995K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
436+ 12.7% |
$52.3K - $62.3K
|
3.87K
$564K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
424+ 5.52% |
$50.8K - $60.6K
|
8.11K
$1.18M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
422+ 26.18% |
$50.6K - $60.3K
|
2.03K
$296K
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
420+ 31.23% |
$50.4K - $60K
|
1.77K
$257K
|