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
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.44K+ 34.78% |
$293K - $349K
|
9.46K
$1.38M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.42K+ 4.18% |
$291K - $346K
|
60.4K
$8.8M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.42KNew |
$290K - $345K
|
2.42K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.39K+ 70.35% |
$287K - $342K
|
5.8K
$844K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.36K+ 4.11% |
$283K - $337K
|
59.9K
$8.72M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.36K+ 5.73% |
$283K - $337K
|
43.5K
$6.34M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.35KNew |
$282K - $336K
|
2.35K
$343K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.35K+ 35.35% |
$281K - $335K
|
8.98K
$1.31M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.32K+ 22.07% |
$278K - $331K
|
12.8K
$1.87M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.28K+ 101.15% |
$274K - $326K
|
4.54K
$661K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.26K+ 3.55% |
$271K - $323K
|
66K
$9.61M
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.24K+ 28.56% |
$268K - $319K
|
10.1K
$1.47M
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.2K+ 6.48% |
$264K - $314K
|
36.2K
$5.27M
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.17K+ 5.81% |
$261K - $311K
|
39.6K
$5.77M
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.15KNew |
$258K - $307K
|
2.15K
$313K
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.14K+ 3.62% |
$257K - $306K
|
61.4K
$8.95M
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.13K+ 62.51% |
$255K - $304K
|
5.54K
$807K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
2.12K+ 0.78% |
$254K - $303K
|
273K
$39.7M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.12K+ 5.67% |
$254K - $302K
|
39.4K
$5.74M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.11K+ 6.78% |
$253K - $302K
|
33.3K
$4.85M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.09KNew |
$250K - $298K
|
2.09K
$304K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.08K+ 38.72% |
$249K - $296K
|
7.43K
$1.08M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.07K+ 133.06% |
$249K - $296K
|
3.63K
$529K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.06K+ 26.56% |
$247K - $295K
|
9.83K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.05K+ 41.93% |
$245K - $292K
|
6.93K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.05KNew |
$245K - $292K
|
2.05K
$298K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$243K - $290K
|
2.03K
$295K
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 3.98% |
$243K - $289K
|
52.8K
$7.69M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2K+ 29.85% |
$240K - $286K
|
8.7K
$1.27M
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
2KNew |
$239K - $285K
|
2K
$291K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2K+ 20.06% |
$239K - $285K
|
12K
$1.74M
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.95KNew |
$234K - $279K
|
1.95K
$284K
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.93KNew |
$232K - $276K
|
1.93K
$282K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.93K+ 2.98% |
$231K - $275K
|
66.5K
$9.69M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$222K - $265K
|
1.86K
$270K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.85K+ 3.02% |
$222K - $265K
|
63.1K
$9.2M
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.83K+ 62.92% |
$220K - $262K
|
4.75K
$692K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.82K+ 10.36% |
$218K - $260K
|
19.4K
$2.82M
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.8K+ 8.27% |
$216K - $257K
|
23.6K
$3.43M
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.78KNew |
$213K - $254K
|
1.78K
$259K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1.77K+ 772.49% |
$212K - $253K
|
2K
$291K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.75K+ 5.52% |
$210K - $250K
|
33.4K
$4.87M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.73KNew |
$207K - $247K
|
1.73K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.72K+ 7.42% |
$207K - $246K
|
24.9K
$3.63M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.7KNew |
$203K - $242K
|
1.7K
$247K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 6.21% |
$203K - $242K
|
29K
$4.22M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.67KNew |
$201K - $239K
|
1.67K
$244K
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.67K+ 44.31% |
$200K - $239K
|
5.44K
$792K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.67KNew |
$200K - $238K
|
1.67K
$243K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.66KNew |
$199K - $237K
|
1.66K
$242K
|