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 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-115- 12.99% |
$13.8K - $16.4K
|
770
$114K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-117- 1.84% |
$14K - $16.7K
|
6.24K
$926K
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-120- 0.96% |
$14.4K - $17.1K
|
12.4K
$1.84M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-122- 2.71% |
$14.6K - $17.4K
|
4.39K
$651K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-123- 28.81% |
$14.7K - $17.6K
|
304
$45.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-125- 0.57% |
$15K - $17.9K
|
21.7K
$3.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-125- 5.59% |
$15K - $17.9K
|
2.11K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-125- 6.52% |
$15K - $17.9K
|
1.79K
$266K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-128- 5.21% |
$15.3K - $18.3K
|
2.33K
$345K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-130- 21.31% |
$15.6K - $18.6K
|
480
$71.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-132- 2.92% |
$15.8K - $18.9K
|
4.38K
$651K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 4.14% |
$16.2K - $19.3K
|
3.13K
$464K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-140- 0.15% |
$16.8K - $20K
|
95.7K
$14.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 1.29% |
$17.3K - $20.6K
|
11.1K
$1.64M
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-146- 0.28% |
$17.5K - $20.9K
|
51.1K
$7.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-147- 2.85% |
$17.6K - $21K
|
5.02K
$745K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
SELL
|
- |
-150- 0.94% |
$18K - $21.4K
|
15.8K
$2.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-153- 0.81% |
$18.3K - $21.9K
|
18.7K
$2.78M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-155- 0.49% |
$18.6K - $22.1K
|
31.5K
$4.67M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-157- 3.22% |
$18.8K - $22.4K
|
4.73K
$701K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-159- 6.12% |
$19.1K - $22.7K
|
2.44K
$362K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-166- 19.46% |
$19.9K - $23.7K
|
687
$102K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-167- 5.16% |
$20K - $23.9K
|
3.07K
$456K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-167- 4.54% |
$20K - $23.9K
|
3.51K
$522K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-170- 0.51% |
$20.4K - $24.3K
|
33.1K
$4.92M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-172- 0.56% |
$20.6K - $24.6K
|
30.4K
$4.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-177- 92.67% |
$21.2K - $25.3K
|
14
$2.08K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-177- 1.46% |
$21.2K - $25.3K
|
12K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-178- 0.27% |
$21.3K - $25.4K
|
66.9K
$9.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-184- 70.77% |
$22.1K - $26.3K
|
76
$11.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-185- 8.99% |
$22.2K - $26.4K
|
1.87K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-185Closed |
$22.2K - $26.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-186- 3.36% |
$22.3K - $26.6K
|
5.35K
$794K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-188- 46.65% |
$22.5K - $26.9K
|
215
$31.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-193- 2.13% |
$23.1K - $27.6K
|
8.88K
$1.32M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-195- 1.49% |
$23.4K - $27.9K
|
12.9K
$1.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-195- 2.69% |
$23.4K - $27.9K
|
7.06K
$1.05M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-200- 24.04% |
$24K - $28.6K
|
632
$93.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-212- 1.1% |
$25.4K - $30.3K
|
19K
$2.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-213- 2.62% |
$25.5K - $30.4K
|
7.93K
$1.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-217- 6.11% |
$26K - $31K
|
3.34K
$495K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-219- 78.21% |
$26.3K - $31.3K
|
61
$9.06K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-219- 15.13% |
$26.3K - $31.3K
|
1.23K
$182K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-220- 2.37% |
$26.4K - $31.4K
|
9.07K
$1.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-221Closed |
$26.5K - $31.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-223- 3.76% |
$26.7K - $31.9K
|
5.71K
$848K
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-224- 6.34% |
$26.9K - $32K
|
3.31K
$491K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-225Closed |
$27K - $32.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-228- 2.55% |
$27.3K - $32.6K
|
8.73K
$1.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-234- 31.2% |
$28.1K - $33.4K
|
516
$76.6K
|