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 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.64K+ 10.1% |
$196K - $234K
|
17.8K
$2.62M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 3.18% |
$196K - $234K
|
53K
$7.79M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.63KNew |
$196K - $233K
|
1.63K
$240K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.63KNew |
$196K - $233K
|
1.63K
$240K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.62KNew |
$194K - $231K
|
1.62K
$238K
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.62K+ 55.87% |
$194K - $231K
|
4.51K
$663K
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.61KNew |
$193K - $230K
|
1.61K
$237K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1.61K+ 13.59% |
$193K - $230K
|
13.5K
$1.98M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.6KNew |
$192K - $228K
|
1.6K
$235K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.6KNew |
$191K - $228K
|
1.6K
$234K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.57K+ 2.42% |
$189K - $225K
|
66.7K
$9.79M
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.57K+ 5.45% |
$188K - $225K
|
30.4K
$4.46M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.57K+ 4.94% |
$188K - $224K
|
33.3K
$4.9M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.56KNew |
$187K - $223K
|
1.56K
$229K
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.52K+ 17.68% |
$182K - $217K
|
10.1K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.52KNew |
$182K - $217K
|
1.52K
$223K
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.5K+ 4.85% |
$179K - $214K
|
32.3K
$4.75M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.49K+ 35.96% |
$178K - $212K
|
5.62K
$825K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 51.54% |
$178K - $212K
|
4.37K
$641K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 3.11% |
$172K - $205K
|
47.5K
$6.98M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.43K+ 20.12% |
$172K - $204K
|
8.55K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.41K+ 14.74% |
$170K - $202K
|
11K
$1.62M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
1.41K+ 36.45% |
$169K - $202K
|
5.29K
$777K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.41K+ 56.36% |
$169K - $202K
|
3.92K
$576K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35K+ 3.93% |
$162K - $193K
|
35.7K
$5.25M
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.35K+ 25.97% |
$162K - $193K
|
6.55K
$962K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 6.82% |
$162K - $193K
|
21.1K
$3.1M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 1052.34% |
$161K - $192K
|
1.48K
$217K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 1052.34% |
$161K - $192K
|
1.48K
$217K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 1.77% |
$160K - $191K
|
76.8K
$11.3M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.33K+ 40.21% |
$159K - $190K
|
4.64K
$681K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.31K+ 12.59% |
$157K - $188K
|
11.7K
$1.72M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.3K+ 3.63% |
$156K - $186K
|
37.2K
$5.46M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 81.25% |
$156K - $186K
|
2.9K
$426K
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.3K+ 4.64% |
$156K - $186K
|
29.3K
$4.31M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 9.24% |
$156K - $185K
|
15.4K
$2.25M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.29K+ 21.3% |
$154K - $184K
|
7.33K
$1.08M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28K+ 18.55% |
$153K - $183K
|
8.18K
$1.2M
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.27K+ 13.05% |
$152K - $181K
|
11K
$1.61M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.25K+ 1.81% |
$150K - $179K
|
70.4K
$10.3M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.25K+ 73.45% |
$149K - $178K
|
2.94K
$432K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.25K+ 73.58% |
$149K - $178K
|
2.94K
$431K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.24K+ 7.41% |
$149K - $177K
|
18K
$2.64M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.24KNew |
$149K - $177K
|
1.24K
$182K
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.22K+ 2.43% |
$147K - $175K
|
51.5K
$7.57M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.22K+ 40.3% |
$146K - $174K
|
4.25K
$624K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 77.52% |
$146K - $174K
|
2.79K
$409K
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.22K+ 13.46% |
$146K - $174K
|
10.2K
$1.5M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.19K+ 8.9% |
$143K - $171K
|
14.6K
$2.15M
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.19K+ 2.88% |
$143K - $170K
|
42.5K
$6.24M
|