Purchases and Sales Made in Q4 2021 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
7.77KNew |
$974K - $1.1M
|
7.77K
$1.14M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.58KNew |
$950K - $1.07M
|
7.58K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
7.28KNew |
$912K - $1.03M
|
7.28K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.24K+ 78.71% |
$907K - $1.02M
|
16.4K
$2.41M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.11K+ 28.59% |
$891K - $1.01M
|
32K
$4.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$886K - $1M
|
7.07K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.96K+ 13.32% |
$872K - $984K
|
59.2K
$8.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.92K+ 1192.41% |
$867K - $979K
|
7.5K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.76K+ 31.31% |
$847K - $956K
|
28.3K
$4.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.63KNew |
$831K - $938K
|
6.63K
$973K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.55KNew |
$821K - $927K
|
6.55K
$962K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.54KNew |
$820K - $925K
|
6.54K
$960K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.49K+ 70.31% |
$814K - $919K
|
15.7K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.4KNew |
$802K - $906K
|
6.4K
$940K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.34K+ 21.08% |
$794K - $896K
|
36.4K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.29KNew |
$788K - $890K
|
6.29K
$923K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.2K+ 68.86% |
$777K - $877K
|
15.2K
$2.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.18K+ 17.44% |
$775K - $875K
|
41.6K
$6.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
6.06KNew |
$759K - $857K
|
6.06K
$890K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
5.99K+ 37.85% |
$750K - $847K
|
21.8K
$3.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.94KNew |
$744K - $840K
|
5.94K
$871K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.89K+ 21.69% |
$738K - $833K
|
33K
$4.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.7K+ 35.72% |
$714K - $806K
|
21.6K
$3.18M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.7K+ 35.72% |
$714K - $806K
|
21.6K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.65K+ 101.13% |
$708K - $799K
|
11.2K
$1.65M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
5.58K+ 47.15% |
$700K - $790K
|
17.4K
$2.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
5.54KNew |
$694K - $784K
|
5.54K
$813K
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.54KNew |
$694K - $784K
|
5.54K
$813K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.36KNew |
$672K - $759K
|
5.36K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.3K+ 8.7% |
$664K - $750K
|
66.2K
$9.71M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.23KNew |
$656K - $740K
|
5.23K
$768K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
5.15KNew |
$646K - $729K
|
5.15K
$757K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.07K+ 64.9% |
$636K - $718K
|
12.9K
$1.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.07K+ 15.23% |
$635K - $717K
|
38.4K
$5.63M
|
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$634K - $716K
|
5.06K
$743K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5.01KNew |
$628K - $709K
|
5.01K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 0.18% |
$628K - $708K
|
2.72M
$399M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.98K+ 7.61% |
$625K - $705K
|
70.5K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.89K+ 11.55% |
$613K - $692K
|
47.2K
$6.93M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.82KNew |
$604K - $681K
|
4.82K
$707K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.78K+ 4.53% |
$600K - $677K
|
110K
$16.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
4.76KNew |
$597K - $674K
|
4.76K
$699K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.7KNew |
$589K - $665K
|
4.7K
$690K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.67K+ 6.64% |
$585K - $661K
|
75K
$11M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.54KNew |
$569K - $642K
|
4.54K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.42K+ 5.28% |
$554K - $625K
|
88.2K
$13M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.36KNew |
$546K - $617K
|
4.36K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.33K+ 166.45% |
$542K - $612K
|
6.93K
$1.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
4.31K+ 12.9% |
$540K - $610K
|
37.7K
$5.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.23K+ 99.11% |
$530K - $599K
|
8.5K
$1.25M
|