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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-636- 3.26% |
$77K - $85.4K
|
18.8K
$2.76M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-639- 11.23% |
$77.4K - $85.8K
|
5.05K
$738K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-640- 46.78% |
$77.5K - $85.9K
|
728
$106K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-644- 43.37% |
$78K - $86.5K
|
841
$123K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-646- 2.17% |
$78.2K - $86.8K
|
29.2K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-668- 4.0% |
$80.9K - $89.7K
|
16K
$2.34M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-677- 11.98% |
$82K - $90.9K
|
4.97K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-682- 0.72% |
$82.6K - $91.6K
|
93.5K
$13.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-694- 1.63% |
$84.1K - $93.2K
|
41.8K
$6.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-695- 2.29% |
$84.2K - $93.3K
|
29.7K
$4.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-697- 2.65% |
$84.4K - $93.6K
|
25.6K
$3.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-702- 9.03% |
$85K - $94.3K
|
7.08K
$1.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-709- 1.37% |
$85.9K - $95.2K
|
51.1K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-716- 12.54% |
$86.7K - $96.2K
|
4.99K
$730K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-721- 7.12% |
$87.3K - $96.8K
|
9.4K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-728- 16.67% |
$88.2K - $97.8K
|
3.64K
$532K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-743- 28.93% |
$90K - $99.8K
|
1.83K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-768- 4.24% |
$93K - $103K
|
17.4K
$2.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-792- 12.42% |
$95.9K - $106K
|
5.58K
$816K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-824- 3.65% |
$99.8K - $111K
|
21.7K
$3.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-833- 7.09% |
$101K - $112K
|
10.9K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-842- 1.44% |
$102K - $113K
|
57.7K
$8.43M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-871- 27.66% |
$105K - $117K
|
2.28K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-887- 4.03% |
$107K - $119K
|
21.1K
$3.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-900- 25.71% |
$109K - $121K
|
2.6K
$380K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-943- 6.86% |
$114K - $127K
|
12.8K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-963- 4.72% |
$117K - $129K
|
19.5K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-970- 10.92% |
$117K - $130K
|
7.91K
$1.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1K- 23.55% |
$121K - $134K
|
3.25K
$474K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.01K- 8.42% |
$122K - $135K
|
10.9K
$1.6M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 9.76% |
$125K - $139K
|
9.55K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.05K- 0.84% |
$127K - $140K
|
123K
$17.9M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 18.93% |
$127K - $141K
|
4.48K
$655K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 3.15% |
$127K - $141K
|
32.2K
$4.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.05K- 3.37% |
$127K - $141K
|
30.1K
$4.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.06K- 14.98% |
$128K - $142K
|
5.99K
$875K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.06K- 13.1% |
$129K - $143K
|
7.05K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.06K- 1.11% |
$129K - $143K
|
94.6K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 10.42% |
$131K - $146K
|
9.32K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 0.49% |
$132K - $147K
|
222K
$32.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.1K- 11.39% |
$133K - $148K
|
8.55K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.1K- 20.79% |
$133K - $148K
|
4.19K
$612K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.12KClosed |
$136K - $150K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.16K- 1.25% |
$140K - $156K
|
91.3K
$13.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.2K- 7.21% |
$145K - $160K
|
15.4K
$2.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 2.55% |
$146K - $162K
|
46K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.21K- 34.07% |
$147K - $163K
|
2.35K
$343K
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1.23K- 13.14% |
$149K - $165K
|
8.13K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.25K- 4.8% |
$151K - $167K
|
24.7K
$3.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 60.31% |
$152K - $168K
|
824
$120K
|