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
Nov 15, 2021 Q3 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-536
- 0.97%
$68.1K - $73.4K
54.6K $7.62M
Oct 20, 2021 Q3 2021
Liberty One Investment Management, LLC

SELL
 -
-567
- 2.8%
$72K - $77.6K
19.7K $2.75M
Nov 09, 2021 Q3 2021
Community Financial Services Group, LLC

Newport, VT
SELL
 -
-567
- 8.0%
$72K - $77.6K
6.52K $911K
Oct 29, 2021 Q3 2021
Banque Cantonale Vaudoise

SELL
 -
-570
Closed
$72.4K - $78K
0 $0
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-589
- 3.18%
$74.8K - $80.6K
17.9K $2.5M
Oct 26, 2021 Q3 2021
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-600
- 4.49%
$76.2K - $82.1K
12.8K $1.78M
Nov 05, 2021 Q3 2021
Smith, Salley & Associates

SELL
 -
-624
- 6.11%
$79.3K - $85.4K
9.58K $1.34M
Nov 15, 2021 Q3 2021
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-629
- 0.39%
$79.9K - $86.1K
161K $22.4M
Oct 28, 2021 Q3 2021
Amg National Trust Bank

SELL
 -
-635
- 3.05%
$80.7K - $86.9K
20.2K $2.81M
Nov 09, 2021 Q3 2021
West Branch Capital LLC

SELL
 -
-656
- 91.11%
$83.4K - $89.8K
64 $8.94K
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-667
- 4.82%
$84.8K - $91.3K
13.2K $1.84M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-668
- 20.6%
$84.9K - $91.4K
2.57K $359K
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-684
Closed
$86.9K - $93.6K
0 $0
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

SELL
 -
-686
- 2.37%
$87.2K - $93.9K
28.3K $3.95M
Nov 16, 2021 Q3 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-696
- 22.99%
$88.4K - $95.2K
2.33K $326K
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

SELL
 -
-700
- 24.73%
$88.9K - $95.8K
2.13K $298K
Nov 05, 2021 Q3 2021
American Financial Advisors, LLC

SELL
 -
-709
- 3.42%
$90.1K - $97K
20K $2.8M
Nov 01, 2021 Q3 2021
Gyl Financial Synergies, LLC

SELL
 -
-711
- 23.01%
$90.3K - $97.3K
2.38K $332K
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-718
- 2.09%
$91.2K - $98.3K
33.7K $4.7M
Nov 09, 2021 Q3 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-738
- 1.98%
$93.8K - $101K
36.4K $5.09M
Nov 16, 2021 Q3 2021
Triumph Capital Management

SELL
 -
-745
- 3.04%
$94.7K - $102K
23.8K $3.32M
Nov 12, 2021 Q3 2021
Act Two Investors LLC

Santa Cruz, CA
SELL
 -
-765
- 2.22%
$97.2K - $105K
33.7K $4.7M
Oct 26, 2021 Q3 2021
First Merchants Corp

SELL
 -
-791
- 0.85%
$101K - $108K
92.1K $12.9M
Nov 05, 2021 Q3 2021
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-809
- 1.31%
$103K - $111K
60.9K $8.5M
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-814
Closed
$103K - $111K
0 $0
Nov 04, 2021 Q3 2021
Compass Financial Group, Inc.

SELL
 -
-845
- 1.42%
$107K - $116K
58.6K $8.19M
Oct 18, 2021 Q3 2021
Sabal Trust CO

SELL
 -
-850
- 1.91%
$108K - $116K
43.7K $6.1M
Oct 25, 2021 Q3 2021
Westbourne Investment Advisors, Inc.

SELL
 -
-852
- 14.24%
$108K - $117K
5.13K $716K
Oct 20, 2021 Q3 2021
Ledyard National Bank

SELL
 -
-857
- 6.29%
$109K - $117K
12.8K $1.78M
Oct 12, 2021 Q3 2021
Contravisory Investment Management, Inc.

SELL
 -
-884
- 26.8%
$112K - $121K
2.42K $337K
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-897
- 97.29%
$114K - $123K
25 $3.49K
Oct 13, 2021 Q3 2021
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-922
- 3.64%
$117K - $126K
24.4K $3.41M
Nov 12, 2021 Q3 2021
Quest Investment Management LLC

Lake Oswego, OR
SELL
 -
-941
- 3.87%
$120K - $129K
23.4K $3.27M
Nov 12, 2021 Q3 2021
United Bank

SELL
 -
-975
- 33.75%
$124K - $133K
1.91K $267K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.03K
- 11.35%
$131K - $141K
8.04K $1.12M
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-1.04K
- 1.49%
$132K - $142K
68.7K $9.6M
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-1.06K
- 3.01%
$134K - $145K
34.1K $4.76M
Nov 12, 2021 Q3 2021
Macquarie Group LTD

Australia, C3
SELL
 -
-1.06K
- 5.32%
$135K - $145K
18.9K $2.64M
Nov 09, 2021 Q3 2021
Independent Order Of Foresters

Toronto, A6
SELL
 -
-1.06K
- 5.32%
$135K - $145K
18.9K $2.64M
Nov 12, 2021 Q3 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-1.11K
- 30.08%
$141K - $152K
2.58K $360K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-1.13K
- 42.85%
$143K - $154K
1.5K $210K
Nov 09, 2021 Q3 2021
Bedell Frazier Investment Counseling, LLC

SELL
 -
-1.13K
- 2.61%
$144K - $155K
42.4K $5.92M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-1.15K
- 10.06%
$147K - $158K
10.3K $1.44M
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-1.16K
- 84.45%
$147K - $158K
213 $29.7K
Nov 08, 2021 Q3 2021
Avalon Investment & Advisory

Houston, TX
SELL
 -
-1.18K
- 16.61%
$150K - $161K
5.91K $825K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-1.2K
Closed
$152K - $164K
0 $0
Nov 10, 2021 Q3 2021
Pictet North America Advisors Sa

SELL
 -
-1.21K
- 0.81%
$154K - $166K
149K $20.8M
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.21K
- 3.25%
$154K - $166K
36.2K $5.05M
Oct 20, 2021 Q3 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.27K
- 10.31%
$162K - $174K
11.1K $1.55M

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