Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
3.56K
New
$432K - $478K
3.56K $514K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.53K
New
$427K - $474K
3.53K $509K
Nov 14, 2022 Q3 2022
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
3.5K
+ 66.72%
$424K - $470K
8.74K $1.26M
Oct 27, 2022 Q3 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
3.45K
+ 22.62%
$417K - $463K
18.7K $2.69M
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
3.4K
New
$412K - $457K
3.4K $491K
Oct 18, 2022 Q3 2022
Access Financial Services, Inc.

BUY
 -
3.39K
+ 28.54%
$411K - $455K
15.3K $2.2M
Nov 03, 2022 Q3 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
3.37K
+ 135.75%
$408K - $452K
5.85K $843K
Nov 10, 2022 Q3 2022
Scotia Capital Inc.

BUY
 -
3.35K
+ 5.55%
$406K - $450K
63.8K $9.19M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
3.34K
+ 12.83%
$405K - $449K
29.4K $4.23M
Nov 07, 2022 Q3 2022
Quantbot Technologies LP

New York, NY
BUY
 -
3.32K
New
$402K - $446K
3.32K $478K
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
3.25K
+ 153.27%
$394K - $437K
5.38K $775K
Oct 14, 2022 Q3 2022
Stillwater Capital Advisors, LLC

BUY
 -
3.24K
+ 4.01%
$393K - $435K
84.1K $12.1M
Nov 14, 2022 Q3 2022
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
3.24K
+ 5.12%
$392K - $435K
66.5K $9.58M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
3.23K
+ 17.53%
$391K - $433K
21.6K $3.12M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.22K
+ 6.1%
$390K - $432K
56K $8.08M
Nov 07, 2022 Q3 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
3.19K
New
$386K - $428K
3.19K $459K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.19K
+ 12.6%
$386K - $428K
28.5K $4.1M
Oct 24, 2022 Q3 2022
Pinnacle Wealth Management, LLC

BUY
 -
3.13K
New
$379K - $420K
3.13K $451K
Nov 09, 2022 Q3 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
3.1K
+ 2.46%
$375K - $416K
129K $18.6M
Nov 09, 2022 Q3 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
3.1K
+ 66.93%
$375K - $416K
7.72K $1.11M
Oct 17, 2022 Q3 2022
Oxinas Partners Wealth Management LLC

BUY
 -
3.06K
+ 30.37%
$370K - $411K
13.1K $1.89M
Oct 07, 2022 Q3 2022
Wela Strategies, Inc.

BUY
 -
3.01K
+ 7.61%
$365K - $405K
42.6K $6.14M
Nov 07, 2022 Q3 2022
Fiducient Advisors LLC

BUY
 -
3K
New
$364K - $403K
3K $433K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
3K
+ 76.17%
$363K - $403K
6.94K $1M
Nov 14, 2022 Q3 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
2.97K
New
$360K - $399K
2.97K $429K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
2.97K
+ 137.78%
$360K - $399K
5.13K $739K
Oct 11, 2022 Q3 2022
Brown Miller Wealth Management, LLC

BUY
 -
2.97K
New
$360K - $399K
2.97K $428K
Nov 14, 2022 Q3 2022
Elco Management Co., LLC

New York, NY
BUY
 -
2.9K
New
$351K - $389K
2.9K $418K
Oct 28, 2022 Q3 2022
Spinnaker Trust

BUY
 -
2.78K
+ 1.02%
$337K - $374K
275K $39.7M
Oct 21, 2022 Q3 2022
Twin Capital Management Inc

BUY
 -
2.76K
New
$334K - $371K
2.76K $398K
Nov 09, 2022 Q3 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.7K
+ 23.05%
$327K - $362K
14.4K $2.08M
Nov 14, 2022 Q3 2022
Fifth Lane Capital, LP

Austin, TX
BUY
 -
2.65K
+ 7151.35%
$320K - $355K
2.68K $387K
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
2.64K
New
$319K - $354K
2.64K $380K
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.62K
New
$317K - $352K
2.62K $378K
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
2.61K
New
$316K - $351K
2.61K $377K
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
2.59K
New
$313K - $347K
2.59K $373K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
2.58K
+ 24.08%
$312K - $346K
13.3K $1.92M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.56K
+ 33.6%
$310K - $344K
10.2K $1.47M
Nov 14, 2022 Q3 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
2.56K
+ 12.42%
$310K - $344K
23.2K $3.34M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
2.55K
New
$308K - $342K
2.55K $367K
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

BUY
 -
2.51K
New
$303K - $336K
2.51K $361K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
2.48K
+ 110.06%
$301K - $334K
4.74K $683K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
2.48K
+ 3.63%
$301K - $333K
70.8K $10.2M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.46K
+ 7.3%
$298K - $331K
36.2K $5.22M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.43K
+ 16.65%
$295K - $327K
17K $2.46M
Nov 14, 2022 Q3 2022
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
2.43K
New
$294K - $326K
2.43K $350K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.4K
+ 3.66%
$291K - $323K
68K $9.81M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
2.4K
New
$291K - $322K
2.4K $346K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.36K
+ 16.1%
$285K - $316K
17K $2.45M

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