Purchases and Sales Made in Q3 2021 in Select Sector Spdr Fund Health (XLV)
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 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
122+ 1.63% |
$15.5K - $16.7K
|
7.6K
$1.06M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
121+ 4.24% |
$15.4K - $16.6K
|
2.98K
$416K
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
120+ 4.32% |
$15.2K - $16.4K
|
2.9K
$405K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
120+ 5.76% |
$15.2K - $16.4K
|
2.21K
$308K
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
119+ 4.29% |
$15.1K - $16.3K
|
2.89K
$404K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
117+ 3.07% |
$14.9K - $16K
|
3.93K
$549K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
115New |
$14.6K - $15.7K
|
115
$16.1K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
114+ 0.51% |
$14.5K - $15.6K
|
22.3K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
113+ 0.57% |
$14.4K - $15.5K
|
19.8K
$2.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
113+ 0.31% |
$14.4K - $15.5K
|
37K
$5.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
110New |
$14K - $15.1K
|
110
$15.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
109+ 87.2% |
$13.9K - $14.9K
|
234
$32.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
109+ 11.16% |
$13.9K - $14.9K
|
1.09K
$152K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104+ 1.02% |
$13.2K - $14.2K
|
10.3K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 5.2% |
$13.1K - $14.1K
|
2.08K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
101+ 0.31% |
$12.8K - $13.8K
|
32.6K
$4.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
100+ 6.0% |
$12.7K - $13.7K
|
1.77K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
100+ 1.31% |
$12.7K - $13.7K
|
7.71K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
100+ 4.36% |
$12.7K - $13.7K
|
2.39K
$334K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
100+ 2.05% |
$12.7K - $13.7K
|
4.98K
$696K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100+ 2.56% |
$12.7K - $13.7K
|
4K
$559K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
96+ 1.86% |
$12.2K - $13.1K
|
5.26K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
95+ 0.37% |
$12.1K - $13K
|
25.8K
$3.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
92+ 34.59% |
$11.7K - $12.6K
|
358
$50K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
77+ 2.03% |
$9.78K - $10.5K
|
3.87K
$540K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
77+ 2.03% |
$9.78K - $10.5K
|
3.88K
$542K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
76+ 2.02% |
$9.66K - $10.4K
|
3.85K
$537K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
75+ 4.31% |
$9.53K - $10.3K
|
1.82K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
75+ 3.71% |
$9.53K - $10.3K
|
2.1K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75New |
$9.53K - $10.3K
|
75
$10.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
73New |
$9.28K - $9.99K
|
73
$10.2K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
71+ 4.19% |
$9.02K - $9.72K
|
1.76K
$246K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
71+ 3.01% |
$9.02K - $9.72K
|
2.43K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
71+ 3.08% |
$9.02K - $9.72K
|
2.37K
$332K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
70+ 4.23% |
$8.89K - $9.58K
|
1.72K
$241K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
70+ 0.41% |
$8.89K - $9.58K
|
17.2K
$2.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
70+ 1.77% |
$8.89K - $9.58K
|
4.02K
$561K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67+ 155.81% |
$8.51K - $9.17K
|
110
$15.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
66+ 0.57% |
$8.39K - $9.03K
|
11.6K
$1.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
62+ 3.02% |
$7.88K - $8.48K
|
2.11K
$295K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
61+ 1.66% |
$7.75K - $8.35K
|
3.74K
$522K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.11% |
$6.99K - $7.53K
|
50.8K
$7.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
55+ 2.8% |
$6.99K - $7.53K
|
2.02K
$282K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
54+ 0.52% |
$6.86K - $7.39K
|
10.5K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
53+ 1.75% |
$6.73K - $7.25K
|
3.07K
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 2.71% |
$6.61K - $7.12K
|
1.97K
$275K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
51+ 0.25% |
$6.48K - $6.98K
|
20.5K
$2.86M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
50+ 1.44% |
$6.35K - $6.84K
|
3.52K
$491K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.23% |
$6.35K - $6.84K
|
22.2K
$3.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
50+ 5.69% |
$6.35K - $6.84K
|
929
$130K
|