Purchases and Sales Made in Q3 2021 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 2021. 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
Oct 29, 2021 Q3 2021
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
464
+ 11.82%
$59K - $63.5K
4.39K $634K
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
461
+ 20.54%
$58.6K - $63.1K
2.71K $390K
Nov 15, 2021 Q3 2021
Constitution Capital LLC

Shelton, CT
BUY
 -
455
+ 1.09%
$57.8K - $62.3K
42.3K $6.11M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
454
+ 1.6%
$57.7K - $62.1K
28.8K $4.16M
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
448
+ 9.14%
$56.9K - $61.3K
5.35K $772K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
444
New
$56.4K - $60.8K
444 $64.1K
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
444
+ 2.98%
$56.4K - $60.8K
15.4K $2.22M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
442
+ 138.56%
$56.2K - $60.5K
761 $110K
Nov 12, 2021 Q3 2021
Haverford Trust CO

Radnor, PA
BUY
 -
437
+ 16.06%
$55.5K - $59.8K
3.16K $456K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
432
+ 122.03%
$54.9K - $59.1K
786 $113K
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
420
+ 89.55%
$53.4K - $57.5K
889 $128K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
405
+ 4.85%
$51.5K - $55.4K
8.76K $1.26M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
401
+ 0.64%
$51K - $54.9K
63.1K $9.1M
Nov 15, 2021 Q3 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
400
+ 5.39%
$50.8K - $54.7K
7.82K $1.13M
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
397
+ 0.61%
$50.4K - $54.3K
65.4K $9.43M
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
390
+ 23.02%
$49.6K - $53.4K
2.08K $301K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
386
+ 1.17%
$49K - $52.8K
33.5K $4.83M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
383
+ 7.24%
$48.7K - $52.4K
5.68K $819K
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
382
+ 6.95%
$48.5K - $52.3K
5.88K $848K
Oct 14, 2021 Q3 2021
Investors Asset Management Of Georgia Inc

BUY
 -
381
+ 15.69%
$48.4K - $52.1K
2.81K $406K
Oct 08, 2021 Q3 2021
Boltwood Capital Management

BUY
 -
378
+ 2.05%
$48K - $51.7K
18.8K $2.72M
Oct 22, 2021 Q3 2021
Ferguson Wellman Capital Management, Inc

BUY
 -
375
+ 3.31%
$47.7K - $51.3K
11.7K $1.69M
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
369
New
$46.9K - $50.5K
369 $53.3K
Nov 12, 2021 Q3 2021
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
365
+ 3.73%
$46.4K - $50K
10.2K $1.47M
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
359
+ 2.91%
$45.6K - $49.1K
12.7K $1.83M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
349
+ 5.84%
$44.3K - $47.8K
6.32K $912K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
339
+ 22.3%
$43.1K - $46.4K
1.86K $268K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
336
+ 20.05%
$42.7K - $46K
2.01K $290K
Nov 09, 2021 Q3 2021
Beirne Wealth Consulting Services, LLC

BUY
 -
325
+ 16.25%
$41.3K - $44.5K
2.33K $336K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
324
+ 13.61%
$41.2K - $44.3K
2.7K $390K
Oct 04, 2021 Q3 2021
Private Asset Management Inc

BUY
 -
309
+ 6.75%
$39.3K - $42.3K
4.89K $706K
Nov 05, 2021 Q3 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
304
+ 0.39%
$38.6K - $41.6K
77.9K $11.2M
Nov 15, 2021 Q3 2021
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
304
+ 0.09%
$38.6K - $41.6K
324K $46.8M
Nov 04, 2021 Q3 2021
Kennicott Capital Management LLC

BUY
 -
303
+ 1.23%
$38.5K - $41.5K
24.9K $3.59M
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
301
+ 27.77%
$38.2K - $41.2K
1.39K $200K
Nov 08, 2021 Q3 2021
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
300
+ 15.7%
$38.1K - $41.1K
2.21K $319K
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

BUY
 -
297
+ 6.54%
$37.7K - $40.6K
4.84K $699K
Oct 28, 2021 Q3 2021
Retirement Capital Strategies

BUY
 -
294
+ 8.71%
$37.4K - $40.2K
3.67K $529K
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

BUY
 -
293
+ 6.86%
$37.2K - $40.1K
4.57K $659K
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
292
+ 14.33%
$37.1K - $40K
2.33K $336K
Nov 12, 2021 Q3 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
290
+ 12.88%
$36.9K - $39.7K
2.54K $367K
Oct 08, 2021 Q3 2021
Centennial Wealth Advisory LLC

BUY
 -
289
+ 6.13%
$36.7K - $39.5K
5.01K $722K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
288
+ 7.45%
$36.6K - $39.4K
4.15K $599K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
288
+ 7.45%
$36.6K - $39.4K
4.15K $599K
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
287
+ 5.56%
$36.5K - $39.3K
5.45K $786K
Oct 12, 2021 Q3 2021
Apexium Financial, LP

BUY
 -
284
+ 5.4%
$36.1K - $38.9K
5.55K $800K
Oct 27, 2021 Q3 2021
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
284
+ 10.5%
$36.1K - $38.9K
2.99K $431K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
278
+ 0.17%
$35.3K - $38K
164K $23.7M
Nov 12, 2021 Q3 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
277
+ 23.53%
$35.2K - $37.9K
1.45K $210K

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