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 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-85- 0.67% |
$10.8K - $11.6K
|
12.5K
$1.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-87- 2.2% |
$11.1K - $11.9K
|
3.87K
$540K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 6.09% |
$11.1K - $11.9K
|
1.34K
$187K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-88- 2.19% |
$11.2K - $12K
|
3.93K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.7% |
$11.4K - $12.3K
|
5.22K
$728K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-93- 55.36% |
$11.8K - $12.7K
|
75
$10.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-93- 1.18% |
$11.8K - $12.7K
|
7.8K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-94- 2.68% |
$11.9K - $12.9K
|
3.41K
$477K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-94- 1.4% |
$11.9K - $12.9K
|
6.6K
$922K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-95- 3.97% |
$12.1K - $13K
|
2.3K
$321K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 2.19% |
$12.7K - $13.7K
|
4.46K
$623K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-100- 2.8% |
$12.7K - $13.7K
|
3.48K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 1.32% |
$12.7K - $13.7K
|
7.47K
$1.04M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-105Closed |
$13.3K - $14.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-110- 1.12% |
$14K - $15.1K
|
9.75K
$1.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-113- 0.97% |
$14.4K - $15.5K
|
11.5K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-118- 3.25% |
$15K - $16.1K
|
3.51K
$490K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-121- 21.27% |
$15.4K - $16.6K
|
448
$62.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-127- 0.58% |
$16.1K - $17.4K
|
21.6K
$3.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-128- 63.05% |
$16.3K - $17.5K
|
75
$10.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-129- 0.57% |
$16.4K - $17.7K
|
22.5K
$3.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-130- 29.55% |
$16.5K - $17.8K
|
310
$43.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-132- 0.13% |
$16.8K - $18.1K
|
105K
$14.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-136- 2.12% |
$17.3K - $18.6K
|
6.28K
$877K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-145- 1.26% |
$18.4K - $19.8K
|
11.3K
$1.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-148- 6.25% |
$18.8K - $20.3K
|
2.22K
$310K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-149- 2.8% |
$18.9K - $20.4K
|
5.17K
$722K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-150Closed |
$19.1K - $20.5K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-153- 44.74% |
$19.4K - $20.9K
|
189
$26.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-155Closed |
$19.7K - $21.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-162- 2.81% |
$20.6K - $22.2K
|
5.6K
$782K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-164- 7.79% |
$20.8K - $22.4K
|
1.94K
$271K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-172- 2.48% |
$21.9K - $23.5K
|
6.76K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-173- 8.94% |
$22K - $23.7K
|
1.76K
$246K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-174- 0.41% |
$22.1K - $23.8K
|
42.3K
$5.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-176- 6.62% |
$22.4K - $24.1K
|
2.48K
$346K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-185- 13.2% |
$23.5K - $25.3K
|
1.22K
$170K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-192- 0.94% |
$24.4K - $26.3K
|
20.2K
$2.82M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-198- 9.88% |
$25.2K - $27.1K
|
1.81K
$252K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-200- 6.37% |
$25.4K - $27.4K
|
2.94K
$410K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-200- 82.99% |
$25.4K - $27.4K
|
41
$5.73K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 3.95% |
$25.5K - $27.5K
|
4.88K
$682K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-202- 51.14% |
$25.7K - $27.6K
|
193
$27K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-203- 2.15% |
$25.8K - $27.8K
|
9.23K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-203- 9.01% |
$25.8K - $27.8K
|
2.05K
$286K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-206- 0.3% |
$26.2K - $28.2K
|
68.9K
$9.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-213- 0.51% |
$27.1K - $29.1K
|
41.9K
$5.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-218- 7.22% |
$27.7K - $29.8K
|
2.8K
$391K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-218- 44.86% |
$27.7K - $29.8K
|
268
$37.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-225- 5.45% |
$28.6K - $30.8K
|
3.91K
$545K
|