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 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
114+ 21.51% |
$13.8K - $15.3K
|
644
$93.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
114+ 1.13% |
$13.8K - $15.3K
|
10.2K
$1.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
110+ 4.3% |
$13.3K - $14.8K
|
2.67K
$385K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
110New |
$13.3K - $14.8K
|
110
$15.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
108+ 1.37% |
$13.1K - $14.5K
|
7.98K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
107+ 1.37% |
$13K - $14.4K
|
7.9K
$1.14M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
106+ 2.12% |
$12.8K - $14.2K
|
5.11K
$739K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
106+ 0.29% |
$12.8K - $14.2K
|
36.9K
$5.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
103+ 1.38% |
$12.5K - $13.8K
|
7.56K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
103+ 2.34% |
$12.5K - $13.8K
|
4.51K
$652K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101+ 12.59% |
$12.2K - $13.6K
|
903
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
101+ 0.84% |
$12.2K - $13.6K
|
12.1K
$1.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
100New |
$12.1K - $13.4K
|
100
$14.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100+ 2.05% |
$12.1K - $13.4K
|
4.98K
$720K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
99+ 4.72% |
$12K - $13.3K
|
2.2K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
93+ 7.2% |
$11.3K - $12.5K
|
1.38K
$200K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
91+ 67.41% |
$11K - $12.2K
|
226
$32.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
90+ 3.72% |
$10.9K - $12.1K
|
2.51K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
90+ 2.45% |
$10.9K - $12.1K
|
3.76K
$544K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
89+ 1.86% |
$10.8K - $12K
|
4.88K
$705K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
86+ 1.81% |
$10.4K - $11.5K
|
4.84K
$699K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
86+ 4.11% |
$10.4K - $11.5K
|
2.18K
$314K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
83+ 2.78% |
$10.1K - $11.1K
|
3.07K
$444K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80+ 16.63% |
$9.69K - $10.7K
|
561
$81.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
80+ 0.24% |
$9.69K - $10.7K
|
32.9K
$4.75M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
79+ 1.99% |
$9.57K - $10.6K
|
4.06K
$586K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
79+ 1.28% |
$9.57K - $10.6K
|
6.23K
$901K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
77+ 1.49% |
$9.33K - $10.3K
|
5.23K
$756K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
70+ 2.58% |
$8.48K - $9.4K
|
2.79K
$403K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
68+ 3.95% |
$8.24K - $9.13K
|
1.79K
$259K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
68+ 1.24% |
$8.24K - $9.13K
|
5.55K
$802K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
66+ 0.07% |
$7.99K - $8.86K
|
97.2K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
65+ 0.51% |
$7.87K - $8.73K
|
12.9K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
64+ 0.26% |
$7.75K - $8.59K
|
24.6K
$3.55M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
64+ 3.44% |
$7.75K - $8.59K
|
1.92K
$278K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
63+ 12.21% |
$7.63K - $8.46K
|
579
$83.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.53% |
$7.63K - $8.46K
|
11.9K
$1.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
62+ 0.41% |
$7.51K - $8.33K
|
15.1K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 8.15% |
$7.51K - $8.33K
|
823
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
60New |
$7.27K - $8.06K
|
60
$8.67K
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
59+ 2.03% |
$7.15K - $7.92K
|
2.96K
$428K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.07% |
$7.02K - $7.79K
|
5.49K
$794K
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
57+ 1.23% |
$6.9K - $7.65K
|
4.7K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57+ 4.63% |
$6.9K - $7.65K
|
1.29K
$186K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.27% |
$6.66K - $7.39K
|
20.2K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51+ 6.04% |
$6.18K - $6.85K
|
895
$129K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$6.06K - $6.71K
|
50
$7.23K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
49+ 0.46% |
$5.93K - $6.58K
|
10.8K
$1.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 1.05% |
$5.81K - $6.45K
|
4.63K
$669K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48+ 1.24% |
$5.81K - $6.45K
|
3.92K
$566K
|