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 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
780+ 98.24% |
$99.1K - $107K
|
1.57K
$227K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
758+ 5.88% |
$96.3K - $104K
|
13.6K
$1.97M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
753+ 1.95% |
$95.7K - $103K
|
39.4K
$5.69M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
752+ 2.18% |
$95.6K - $103K
|
35.2K
$5.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
747+ 9.3% |
$94.9K - $102K
|
8.78K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
747+ 11.31% |
$94.9K - $102K
|
7.35K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
744+ 1.59% |
$94.5K - $102K
|
47.5K
$6.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
738+ 25.2% |
$93.8K - $101K
|
3.67K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
724+ 19.02% |
$92K - $99.1K
|
4.53K
$655K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
720+ 5.83% |
$91.5K - $98.5K
|
13.1K
$1.89M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
713+ 8.05% |
$90.6K - $97.6K
|
9.57K
$1.38M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
712+ 6.0% |
$90.5K - $97.4K
|
12.6K
$1.82M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
708+ 13.33% |
$90K - $96.9K
|
6.02K
$870K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
698+ 7.0% |
$88.7K - $95.5K
|
10.7K
$1.54M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
692+ 7.14% |
$87.9K - $94.7K
|
10.4K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
688New |
$87.4K - $94.2K
|
688
$99.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
680+ 7.56% |
$86.4K - $93.1K
|
9.67K
$1.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
676+ 0.64% |
$85.9K - $92.5K
|
106K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
662+ 7.93% |
$84.1K - $90.6K
|
9.01K
$1.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
655+ 13.69% |
$83.2K - $89.6K
|
5.44K
$786K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
650+ 29.61% |
$82.6K - $89K
|
2.85K
$411K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
645+ 10.94% |
$82K - $88.3K
|
6.54K
$945K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
642+ 4.79% |
$81.6K - $87.9K
|
14K
$2.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
635+ 1.71% |
$80.7K - $86.9K
|
37.7K
$5.44M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
634New |
$80.6K - $86.8K
|
634
$91.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
622+ 9.54% |
$79K - $85.1K
|
7.14K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
617+ 482.03% |
$78.4K - $84.4K
|
745
$108K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
610+ 6.77% |
$77.5K - $83.5K
|
9.62K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
604New |
$76.8K - $82.7K
|
604
$87.3K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
580+ 22.15% |
$73.7K - $79.4K
|
3.2K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
573+ 75.59% |
$72.8K - $78.4K
|
1.33K
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
555+ 44.61% |
$70.5K - $76K
|
1.8K
$260K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
547New |
$69.5K - $74.9K
|
547
$79.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
542+ 2.89% |
$68.9K - $74.2K
|
19.3K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
540+ 30.08% |
$68.6K - $73.9K
|
2.34K
$337K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
534+ 1.8% |
$67.9K - $73.1K
|
30.3K
$4.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
530+ 87.75% |
$67.3K - $72.5K
|
1.13K
$164K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
523+ 0.91% |
$66.5K - $71.6K
|
58K
$8.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
520+ 2.35% |
$66.1K - $71.2K
|
22.7K
$3.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
508+ 1.96% |
$64.6K - $69.5K
|
26.5K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
506+ 3.47% |
$64.3K - $69.2K
|
15.1K
$2.18M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
505+ 19.62% |
$64.2K - $69.1K
|
3.08K
$445K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
505+ 4.56% |
$64.2K - $69.1K
|
11.6K
$1.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 126.14% |
$63.2K - $68K
|
891
$129K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
489+ 6.46% |
$62.1K - $66.9K
|
8.06K
$1.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
481+ 83.94% |
$61.1K - $65.8K
|
1.05K
$152K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
480+ 4.56% |
$61K - $65.7K
|
11K
$1.59M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
474+ 8.43% |
$60.2K - $64.9K
|
6.1K
$881K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
466+ 4.49% |
$59.2K - $63.8K
|
10.8K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
465+ 11.29% |
$59.1K - $63.6K
|
4.58K
$662K
|