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 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.54K+ 22.12% |
$187K - $207K
|
8.51K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.54KNew |
$187K - $207K
|
1.54K
$222K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.54K+ 60.43% |
$186K - $207K
|
4.08K
$589K
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$185K - $205K
|
1.53K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.51K+ 49.36% |
$183K - $203K
|
4.58K
$660K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.51K+ 2.14% |
$182K - $202K
|
71.9K
$10.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.5K+ 15.15% |
$182K - $201K
|
11.4K
$1.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.49K+ 26.91% |
$181K - $200K
|
7.03K
$1.01M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.47K+ 2.85% |
$178K - $198K
|
53K
$7.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.47KNew |
$178K - $197K
|
1.47K
$212K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.76% |
$177K - $196K
|
54.5K
$7.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.45K+ 19.62% |
$175K - $194K
|
8.82K
$1.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.42K+ 19.59% |
$172K - $190K
|
8.65K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.41K+ 90.26% |
$171K - $189K
|
2.97K
$428K
|
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.39K+ 2.57% |
$169K - $187K
|
55.6K
$8.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.38K+ 9.64% |
$168K - $186K
|
15.7K
$2.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.35K+ 2.19% |
$163K - $181K
|
62.8K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.3K+ 9.0% |
$158K - $175K
|
15.8K
$2.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
1.29K+ 1.98% |
$156K - $173K
|
66.1K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.28K+ 1.89% |
$155K - $172K
|
69.2K
$9.97M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.28K+ 24.53% |
$154K - $171K
|
6.47K
$933K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.27K+ 13.35% |
$154K - $171K
|
10.8K
$1.56M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.27K+ 13.35% |
$154K - $171K
|
10.8K
$1.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
1.26K+ 10.99% |
$153K - $170K
|
12.8K
$1.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.26K+ 2.1% |
$153K - $169K
|
61.1K
$8.81M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25K+ 10.22% |
$152K - $168K
|
13.5K
$1.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.25K+ 17.39% |
$151K - $167K
|
8.41K
$1.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.24K+ 0.86% |
$151K - $167K
|
147K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$150K - $167K
|
1.24K
$179K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
1.22K+ 46.73% |
$148K - $164K
|
3.84K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.21K+ 8.64% |
$147K - $163K
|
15.2K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 5.12% |
$145K - $160K
|
24.6K
$3.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.19K+ 13.02% |
$144K - $160K
|
10.3K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.18K+ 2.78% |
$143K - $158K
|
43.7K
$6.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.18K+ 2.99% |
$143K - $158K
|
40.6K
$5.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.18K+ 5.3% |
$143K - $158K
|
23.4K
$3.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.18KNew |
$142K - $158K
|
1.18K
$170K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.15K+ 34.06% |
$140K - $155K
|
4.53K
$654K
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.15K+ 9.83% |
$139K - $155K
|
12.9K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.15K+ 614.44% |
$139K - $154K
|
1.34K
$193K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.15K+ 5.91% |
$139K - $154K
|
20.5K
$2.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 80.81% |
$138K - $153K
|
2.54K
$367K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.13K+ 44.61% |
$137K - $152K
|
3.68K
$530K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 7.13% |
$136K - $150K
|
16.8K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.1K+ 10.34% |
$133K - $148K
|
11.8K
$1.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.1K+ 56.88% |
$133K - $148K
|
3.03K
$437K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.05K+ 1.88% |
$128K - $142K
|
57K
$8.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.05K+ 10.4% |
$127K - $141K
|
11.2K
$1.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.05K+ 0.85% |
$127K - $141K
|
125K
$18M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.05K+ 64.85% |
$127K - $141K
|
2.67K
$385K
|