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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
50+ 2.71% |
$5.99K - $7.14K
|
1.89K
$276K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 7.26% |
$5.99K - $7.14K
|
739
$108K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50+ 1.41% |
$5.99K - $7.14K
|
3.59K
$524K
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
50+ 2.09% |
$5.99K - $7.14K
|
2.44K
$355K
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
50+ 2.95% |
$5.99K - $7.14K
|
1.75K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
50+ 2.5% |
$5.99K - $7.14K
|
2.05K
$299K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
48+ 0.63% |
$5.75K - $6.86K
|
7.64K
$1.11M
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
47+ 0.48% |
$5.63K - $6.71K
|
9.81K
$1.43M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
44+ 8.49% |
$5.28K - $6.28K
|
562
$81.9K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 262.5% |
$5.04K - $6K
|
58
$8.45K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.43% |
$4.92K - $5.86K
|
9.52K
$1.39M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
40+ 1.27% |
$4.8K - $5.71K
|
3.19K
$465K
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
40+ 1.91% |
$4.8K - $5.71K
|
2.14K
$311K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
38+ 4.71% |
$4.56K - $5.43K
|
844
$123K
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
37New |
$4.44K - $5.28K
|
37
$5.39K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37+ 1.08% |
$4.44K - $5.28K
|
3.48K
$507K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
36+ 0.29% |
$4.32K - $5.14K
|
12.5K
$1.82M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
36+ 0.16% |
$4.32K - $5.14K
|
22.8K
$3.33M
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
35+ 1.53% |
$4.2K - $5K
|
2.33K
$339K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.14% |
$4.08K - $4.86K
|
24.9K
$3.62M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
31+ 0.17% |
$3.72K - $4.43K
|
17.8K
$2.6M
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
30New |
$3.6K - $4.28K
|
30
$4.37K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 2.25% |
$3.6K - $4.28K
|
1.36K
$199K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
28New |
$3.36K - $4K
|
28
$4.08K
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
25+ 34.72% |
$3K - $3.57K
|
97
$14.1K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25+ 21.74% |
$3K - $3.57K
|
140
$20.4K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
25+ 3.37% |
$3K - $3.57K
|
766
$112K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
23+ 0.19% |
$2.76K - $3.29K
|
11.9K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23+ 0.33% |
$2.76K - $3.29K
|
7.04K
$1.03M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
23+ 0.07% |
$2.76K - $3.29K
|
33.9K
$4.93M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22+ 0.92% |
$2.64K - $3.14K
|
2.41K
$351K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 1.34% |
$2.4K - $2.86K
|
1.52K
$221K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.38% |
$2.4K - $2.86K
|
5.25K
$764K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
19New |
$2.28K - $2.71K
|
19
$2.77K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 11.31% |
$2.28K - $2.71K
|
187
$27.2K
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19New |
$2.28K - $2.71K
|
19
$2.77K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
18New |
$2.16K - $2.57K
|
18
$2.62K
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.26% |
$2.16K - $2.57K
|
6.93K
$1.01M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18+ 0.69% |
$2.16K - $2.57K
|
2.63K
$383K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
18+ 0.1% |
$2.16K - $2.57K
|
18.9K
$2.75M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
17New |
$2.04K - $2.43K
|
17
$2.48K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15New |
$1.8K - $2.14K
|
15
$2.18K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$1.8K - $2.14K
|
15
$2.18K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 0.65% |
$1.8K - $2.14K
|
2.34K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.37% |
$1.56K - $1.86K
|
3.5K
$509K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.19% |
$1.56K - $1.86K
|
6.75K
$983K
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.57% |
$1.56K - $1.86K
|
2.3K
$335K
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
12+ 0.41% |
$1.44K - $1.71K
|
2.93K
$427K
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
11+ 0.23% |
$1.32K - $1.57K
|
4.74K
$691K
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11+ 0.36% |
$1.32K - $1.57K
|
3.08K
$448K
|