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
Wealth Advisors, Inc.

SELL
 -
-1.28K
- 1.29%
$162K - $175K
97.7K $13.6M
Nov 24, 2021 Q3 2021
Mcdonald Partners LLC

SELL
 -
-1.29K
- 45.03%
$164K - $177K
1.58K $220K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-1.4K
- 6.41%
$178K - $192K
20.5K $2.86M
Oct 12, 2021 Q3 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.44K
- 9.34%
$183K - $197K
14K $1.95M
Nov 08, 2021 Q3 2021
Curated Wealth Partners LLC

SELL
 -
-1.5K
- 11.92%
$191K - $205K
11.1K $1.55M
Nov 12, 2021 Q3 2021
Miramar Capital, LLC

SELL
 -
-1.53K
Closed
$194K - $209K
0 $0
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

SELL
 -
-1.54K
Closed
$195K - $210K
0 $0
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
SELL
 -
-1.6K
- 42.8%
$203K - $219K
2.13K $298K
Oct 13, 2021 Q3 2021
Mattern Wealth Management LLC

SELL
 -
-1.65K
Closed
$209K - $226K
0 $0
Oct 18, 2021 Q3 2021
Crew Capital Management, Ltd.

SELL
 -
-1.66K
Closed
$211K - $227K
0 $0
Nov 15, 2021 Q3 2021
Mount Lucas Management LP

Newtown, PA
SELL
 -
-1.71K
- 16.21%
$218K - $234K
8.86K $1.24M
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-1.72K
- 87.29%
$219K - $236K
251 $35K
Nov 09, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-1.74K
Closed
$221K - $238K
0 $0
Sep 12, 2022 Q3 2021
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-1.74K
Closed
$221K - $238K
0 $0
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

SELL
 -
-1.75K
- 4.98%
$223K - $240K
33.4K $4.66M
Nov 15, 2021 Q3 2021
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-1.79K
Closed
$227K - $245K
0 $0
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
SELL
 -
-1.81K
- 16.94%
$229K - $247K
8.86K $1.24M
Nov 04, 2021 Q3 2021
Chilton Capital Management LLC

Houston, TX
SELL
 -
-1.82K
- 23.57%
$231K - $249K
5.89K $823K
Oct 26, 2021 Q3 2021
Chesapeake Wealth Management

SELL
 -
-1.9K
- 10.17%
$241K - $260K
16.8K $2.34M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-1.91K
- 5.26%
$242K - $261K
34.3K $4.79M
Oct 05, 2021 Q3 2021
Bremer Bank National Association

SELL
 -
-1.93K
Closed
$245K - $264K
0 $0
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

SELL
 -
-1.93K
- 15.11%
$245K - $264K
10.8K $1.51M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.98K
- 2.93%
$251K - $271K
65.5K $9.15M
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-2K
- 40.32%
$254K - $273K
2.96K $413K
Nov 12, 2021 Q3 2021
Wolverine Asset Management LLC

SELL
 -
-2K
Closed
$254K - $274K
0 $0
Nov 15, 2021 Q3 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-2K
- 3.15%
$254K - $274K
61.5K $8.59M
Dec 03, 2021 Q3 2021
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-2.04K
- 4.04%
$259K - $279K
48.3K $6.75M
Oct 27, 2021 Q3 2021
Grant

SELL
 -
-2.14K
- 3.3%
$271K - $292K
62.6K $8.74M
Oct 13, 2021 Q3 2021
Wela Strategies, Inc.

SELL
 -
-2.14K
- 5.81%
$272K - $293K
34.7K $4.84M
May 10, 2024 Q3 2021
V2 Financial Group LLC

Naperville, IL
SELL
 -
-2.18K
- 19.42%
$278K - $299K
9.06K $1.27M
Oct 22, 2021 Q3 2021
Optimum Investment Advisors

SELL
 -
-2.2K
- 53.32%
$280K - $301K
1.93K $269K
Nov 15, 2021 Q3 2021
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-2.28K
- 3.11%
$290K - $312K
71K $9.91M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-2.37K
- 0.39%
$301K - $325K
610K $85.1M
Nov 04, 2021 Q3 2021
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-2.43K
- 7.06%
$308K - $332K
31.9K $4.46M
Nov 15, 2021 Q3 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-2.53K
- 9.4%
$321K - $346K
24.4K $3.41M
Nov 01, 2021 Q3 2021
First Interstate Bank

Billings, MT
SELL
 -
-2.54K
- 1.2%
$323K - $348K
210K $29.3M
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-2.57K
Closed
$327K - $352K
0 $0
Oct 25, 2021 Q3 2021
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-2.63K
- 33.14%
$335K - $360K
5.31K $742K
Oct 14, 2021 Q3 2021
Seneca House Advisors

SELL
 -
-2.72K
- 9.79%
$345K - $372K
25K $3.49M
Nov 03, 2021 Q3 2021
St Germain D J CO Inc

Springfield, MA
SELL
 -
-2.77K
- 20.86%
$352K - $379K
10.5K $1.47M
Nov 02, 2021 Q3 2021
Spinnaker Trust

SELL
 -
-2.86K
- 1.04%
$363K - $391K
272K $38M
Oct 29, 2021 Q3 2021
Galvin, Gaustad & Stein, LLC

SELL
 -
-2.96K
- 62.43%
$376K - $405K
1.78K $249K
Oct 15, 2021 Q3 2021
Bard Financial Services, Inc.

SELL
 -
-3K
- 11.58%
$381K - $411K
22.9K $3.2M
Nov 09, 2021 Q3 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-3.04K
- 10.5%
$387K - $417K
25.9K $3.62M
Nov 12, 2021 Q3 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-3.3K
- 98.27%
$419K - $452K
58 $8.1K
Oct 07, 2021 Q3 2021
Caprock Group, Inc.

SELL
 -
-3.32K
- 26.69%
$422K - $455K
9.13K $1.27M
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

SELL
 -
-3.35K
- 24.05%
$425K - $458K
10.6K $1.48M
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-3.36K
Closed
$427K - $460K
0 $0
Nov 12, 2021 Q3 2021
Evoke Wealth, LLC

SELL
 -
-3.38K
- 41.74%
$429K - $462K
4.72K $658K

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