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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
3.06KNew |
$389K - $419K
|
3.06K
$443K
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.05K+ 36.2% |
$388K - $418K
|
11.5K
$1.66M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.01K+ 686.33% |
$383K - $412K
|
3.45K
$500K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.01KNew |
$382K - $412K
|
3.01K
$435K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.99KNew |
$380K - $409K
|
2.99K
$433K
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.97K+ 1.98% |
$378K - $407K
|
153K
$22.2M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 71.27% |
$377K - $406K
|
7.14K
$1.03M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.96K+ 5.67% |
$376K - $405K
|
55.2K
$8M
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.91K+ 20.61% |
$369K - $398K
|
17K
$2.46M
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.89KNew |
$367K - $395K
|
2.89K
$418K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
2.88K+ 56.83% |
$366K - $394K
|
7.95K
$1.15M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.85K+ 9.6% |
$362K - $390K
|
32.5K
$4.71M
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
2.8K+ 3.49% |
$356K - $383K
|
83.1K
$12M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.74KNew |
$349K - $376K
|
2.74K
$397K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.73K+ 5.15% |
$347K - $373K
|
55.7K
$8.07M
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
2.73K+ 50.28% |
$347K - $373K
|
8.15K
$1.18M
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.68K+ 3.94% |
$340K - $366K
|
70.6K
$10.2M
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.62K+ 1.85% |
$332K - $358K
|
144K
$20.9M
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.59KNew |
$329K - $354K
|
2.59K
$375K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.56KNew |
$326K - $351K
|
2.56K
$371K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.56K+ 16.52% |
$326K - $351K
|
18.1K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.54K+ 6.54% |
$323K - $348K
|
41.4K
$5.99M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 15.9% |
$322K - $347K
|
18.5K
$2.67M
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.53KNew |
$321K - $346K
|
2.53K
$366K
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.53KNew |
$321K - $346K
|
2.53K
$366K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$314K - $338K
|
2.47K
$358K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
2.47K+ 30.74% |
$313K - $337K
|
10.5K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.4K+ 266.85% |
$305K - $328K
|
3.3K
$478K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
2.38K+ 4.09% |
$302K - $326K
|
60.5K
$8.76M
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.34K+ 91.97% |
$297K - $320K
|
4.88K
$706K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.3K+ 100.52% |
$293K - $315K
|
4.6K
$666K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.25K+ 80.85% |
$286K - $308K
|
5.03K
$729K
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.23KNew |
$284K - $306K
|
2.23K
$323K
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.21K+ 4.82% |
$281K - $302K
|
48K
$6.95M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.2K+ 6.11% |
$279K - $300K
|
38.1K
$5.52M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 14.67% |
$272K - $293K
|
16.7K
$2.42M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
2.08K+ 10.27% |
$264K - $285K
|
22.3K
$3.23M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.06KNew |
$261K - $281K
|
2.06K
$298K
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 54.07% |
$260K - $280K
|
5.83K
$844K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
2.04K+ 6.11% |
$259K - $279K
|
35.5K
$5.13M
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.03K+ 8.58% |
$258K - $278K
|
25.7K
$3.72M
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.01K+ 26.05% |
$256K - $275K
|
9.74K
$1.41M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.01KNew |
$255K - $275K
|
2.01K
$291K
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2K+ 4.79% |
$254K - $274K
|
43.8K
$6.34M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.97K+ 25.7% |
$251K - $270K
|
9.65K
$1.4M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 3.37% |
$242K - $261K
|
58.5K
$8.47M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 11.78% |
$242K - $260K
|
18K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.89K+ 6.62% |
$240K - $259K
|
30.4K
$4.4M
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$239K - $257K
|
1.88K
$272K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.88K+ 232.47% |
$238K - $257K
|
2.68K
$388K
|