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 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-239- 0.64% |
$28.7K - $34.1K
|
36.9K
$5.43M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-245- 2.5% |
$29.4K - $35K
|
9.56K
$1.41M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-246- 1.21% |
$29.5K - $35.1K
|
20.1K
$2.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-250- 9.4% |
$30K - $35.7K
|
2.41K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-255- 4.83% |
$30.6K - $36.4K
|
5.02K
$738K
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-257- 9.84% |
$30.8K - $36.7K
|
2.35K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-257- 6.84% |
$30.8K - $36.7K
|
3.5K
$515K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-258- 2.75% |
$30.9K - $36.9K
|
9.13K
$1.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-260- 45.14% |
$31.2K - $37.1K
|
316
$46.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-260- 2.89% |
$31.2K - $37.1K
|
8.73K
$1.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-261- 16.68% |
$31.3K - $37.3K
|
1.3K
$192K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-266- 21.49% |
$31.9K - $38K
|
972
$143K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-266- 10.52% |
$31.9K - $38K
|
2.26K
$333K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-269- 5.65% |
$32.3K - $38.4K
|
4.49K
$660K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-272- 11.93% |
$32.6K - $38.8K
|
2.01K
$295K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-272- 11.93% |
$32.6K - $38.8K
|
2.01K
$295K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-275- 4.01% |
$33K - $39.3K
|
6.58K
$967K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-277- 6.62% |
$33.2K - $39.6K
|
3.91K
$574K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-280- 1.87% |
$33.6K - $40K
|
14.7K
$2.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-280- 11.81% |
$33.6K - $40K
|
2.09K
$307K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-283- 0.6% |
$33.9K - $40.4K
|
47.1K
$6.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-292- 7.12% |
$35K - $41.7K
|
3.81K
$560K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-294Closed |
$35.2K - $42K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-300- 1.45% |
$36K - $42.8K
|
20.4K
$3M
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-306- 2.88% |
$36.7K - $43.7K
|
10.3K
$1.52M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-311- 1.56% |
$37.3K - $44.4K
|
19.6K
$2.88M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-312- 14.87% |
$37.4K - $44.6K
|
1.79K
$263K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-312- 14.54% |
$37.4K - $44.6K
|
1.83K
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-318- 9.18% |
$38.1K - $45.4K
|
3.15K
$462K
|
|
|
Jul 07, 2022
Q2 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-323- 1.14% |
$38.7K - $46.1K
|
27.9K
$4.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-330- 2.33% |
$39.6K - $47.1K
|
13.8K
$2.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-337- 2.79% |
$40.4K - $48.1K
|
11.7K
$1.73M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-340- 7.72% |
$40.8K - $48.6K
|
4.06K
$598K
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-340- 2.56% |
$40.8K - $48.6K
|
13K
$1.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-340- 67.06% |
$40.8K - $48.6K
|
167
$24.6K
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-347- 2.1% |
$41.6K - $49.6K
|
16.2K
$2.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-356- 41.01% |
$42.7K - $50.8K
|
512
$75.3K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-366- 0.55% |
$43.9K - $52.3K
|
66.3K
$9.75M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-376- 11.79% |
$45.1K - $53.7K
|
2.81K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-378- 3.51% |
$45.3K - $54K
|
10.4K
$1.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-381- 17.71% |
$45.7K - $54.4K
|
1.77K
$260K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-388- 2.47% |
$46.5K - $55.4K
|
15.3K
$2.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-392- 1.69% |
$47K - $56K
|
22.8K
$3.35M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-394- 6.77% |
$47.2K - $56.3K
|
5.42K
$798K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-398- 8.39% |
$47.7K - $56.8K
|
4.35K
$639K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$48K - $57.1K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 9.2% |
$48K - $57.1K
|
3.95K
$580K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400- 22.14% |
$48K - $57.1K
|
1.41K
$207K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-403- 1.9% |
$48.3K - $57.6K
|
20.9K
$3.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-403Closed |
$48.3K - $57.6K
|
0
$0
|