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
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.31K- 6.96% |
$401K - $444K
|
44.2K
$6.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.32K- 3.78% |
$401K - $445K
|
84.4K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.38K- 13.51% |
$409K - $453K
|
21.6K
$3.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-3.39K- 10.15% |
$411K - $456K
|
30K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 5.29% |
$425K - $471K
|
62.8K
$9.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.66K- 37.22% |
$443K - $491K
|
6.17K
$902K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.66K- 12.22% |
$444K - $492K
|
26.3K
$3.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.99K- 30.97% |
$483K - $536K
|
8.89K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.01K- 32.55% |
$486K - $538K
|
8.31K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.02K- 17.06% |
$487K - $540K
|
19.5K
$2.86M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4.02K- 30.07% |
$487K - $540K
|
9.36K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.09K- 18.65% |
$495K - $549K
|
17.8K
$2.61M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.17K- 47.55% |
$505K - $560K
|
4.6K
$672K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.45K- 34.54% |
$538K - $597K
|
8.42K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.45K- 3.85% |
$538K - $597K
|
111K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.54K- 15.27% |
$550K - $610K
|
25.2K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.69K- 52.85% |
$568K - $630K
|
4.18K
$612K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.93K- 38.78% |
$596K - $661K
|
7.78K
$1.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.25K- 11.19% |
$635K - $704K
|
41.6K
$6.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.47K- 3.73% |
$662K - $734K
|
141K
$20.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.51K- 87.89% |
$667K - $739K
|
759
$111K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.66K- 39.51% |
$685K - $760K
|
8.66K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.79K- 37.77% |
$701K - $777K
|
9.53K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5.82K- 4.44% |
$705K - $782K
|
125K
$18.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.83K- 5.61% |
$706K - $783K
|
98K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-5.87K- 4.11% |
$711K - $789K
|
137K
$20.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.89K- 4.41% |
$713K - $790K
|
128K
$18.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.96K- 1.53% |
$722K - $801K
|
385K
$56.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-6.23K- 18.42% |
$755K - $837K
|
27.6K
$4.03M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.43K- 16.92% |
$779K - $864K
|
31.6K
$4.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.45K- 7.22% |
$781K - $866K
|
82.9K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.49K- 1.22% |
$786K - $871K
|
524K
$76.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.51K- 49.15% |
$788K - $874K
|
6.73K
$984K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.52K- 9.53% |
$790K - $875K
|
61.9K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 1.72% |
$790K - $875K
|
372K
$54.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.65K- 54.13% |
$806K - $894K
|
5.64K
$824K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.92K- 27.06% |
$838K - $929K
|
18.7K
$2.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.5K- 5.39% |
$908K - $1.01M
|
132K
$19.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-7.75K- 17.34% |
$939K - $1.04M
|
37K
$5.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.81K- 8.15% |
$946K - $1.05M
|
87.9K
$12.9M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.81K- 7.64% |
$946K - $1.05M
|
94.5K
$13.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8K- 53.33% |
$969K - $1.07M
|
7K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.39K- 45.28% |
$1.02M - $1.13M
|
10.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.73K- 39.04% |
$1.06M - $1.17M
|
13.6K
$1.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.16K- 12.69% |
$1.11M - $1.23M
|
63K
$9.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9.26K- 69.99% |
$1.12M - $1.24M
|
3.97K
$581K
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.36K- 6.48% |
$1.13M - $1.26M
|
135K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.51K- 19.95% |
$1.15M - $1.28M
|
38.1K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9.61K- 41.18% |
$1.16M - $1.29M
|
13.7K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10.1K- 99.74% |
$1.22M - $1.35M
|
26
$3.8K
|