Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 2022. 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 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
636+ 41.9% |
$77K - $85.4K
|
2.15K
$312K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
633+ 7.11% |
$76.7K - $85K
|
9.54K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
625+ 58.63% |
$75.7K - $83.9K
|
1.69K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
621+ 28.19% |
$75.2K - $83.4K
|
2.82K
$409K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
595+ 15.8% |
$72.1K - $79.9K
|
4.36K
$631K
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
591+ 0.22% |
$71.6K - $79.4K
|
269K
$38.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
585+ 13.43% |
$70.8K - $78.6K
|
4.94K
$715K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
582+ 5.26% |
$70.5K - $78.2K
|
11.6K
$1.69M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
575+ 2.73% |
$69.6K - $77.2K
|
21.7K
$3.14M
|
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
572+ 12.39% |
$69.3K - $76.8K
|
5.19K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
569+ 17.51% |
$68.9K - $76.4K
|
3.82K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
566+ 8.27% |
$68.5K - $76K
|
7.41K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
565+ 20.47% |
$68.4K - $75.9K
|
3.33K
$481K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
560+ 31.73% |
$67.8K - $75.2K
|
2.33K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
555+ 87.82% |
$67.2K - $74.5K
|
1.19K
$172K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
554+ 0.24% |
$67.1K - $74.4K
|
230K
$33.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
554+ 11.32% |
$67.1K - $74.4K
|
5.45K
$789K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
548+ 15.47% |
$66.4K - $73.6K
|
4.09K
$592K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
546+ 2.99% |
$66.1K - $73.3K
|
18.8K
$2.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
541+ 28.41% |
$65.5K - $72.7K
|
2.45K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
541+ 10.77% |
$65.5K - $72.7K
|
5.56K
$806K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
535+ 1.45% |
$64.8K - $71.8K
|
37.4K
$5.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
529+ 4.43% |
$64.1K - $71K
|
12.5K
$1.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
526+ 4.95% |
$63.7K - $70.6K
|
11.2K
$1.61M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
521+ 4.8% |
$63.1K - $70K
|
11.4K
$1.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
520+ 43.7% |
$63K - $69.8K
|
1.71K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
520+ 5.12% |
$63K - $69.8K
|
10.7K
$1.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
510+ 4.09% |
$61.8K - $68.5K
|
13K
$1.88M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
509+ 2.51% |
$61.6K - $68.4K
|
20.8K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
509+ 9.95% |
$61.6K - $68.4K
|
5.63K
$815K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
507+ 2.47% |
$61.4K - $68.1K
|
21K
$3.04M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
506+ 3.1% |
$61.3K - $68K
|
16.8K
$2.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
504+ 27.48% |
$61K - $67.7K
|
2.34K
$339K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
503+ 24.8% |
$60.9K - $67.5K
|
2.53K
$366K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
495+ 1.08% |
$59.9K - $66.5K
|
46.4K
$6.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
493+ 24.84% |
$59.7K - $66.2K
|
2.48K
$359K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
493+ 6.22% |
$59.7K - $66.2K
|
8.42K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
489+ 4.24% |
$59.2K - $65.7K
|
12K
$1.74M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
489+ 114.25% |
$59.2K - $65.7K
|
917
$133K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
476+ 24.61% |
$57.6K - $63.9K
|
2.41K
$349K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
470+ 103.07% |
$56.9K - $63.1K
|
926
$134K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
463+ 16.23% |
$56.1K - $62.2K
|
3.32K
$480K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
463+ 15.76% |
$56.1K - $62.2K
|
3.4K
$492K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
455+ 11.61% |
$55.1K - $61.1K
|
4.38K
$634K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
451+ 4.32% |
$54.6K - $60.6K
|
10.9K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
450+ 1.55% |
$54.5K - $60.4K
|
29.4K
$4.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
450+ 12.37% |
$54.5K - $60.4K
|
4.09K
$592K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
442+ 114.21% |
$53.5K - $59.4K
|
829
$120K
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
BUY
|
- |
439+ 1.93% |
$53.2K - $59K
|
23.2K
$3.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
437+ 4.82% |
$52.9K - $58.7K
|
9.49K
$1.37M
|