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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 10.7% |
$247K - $279K
|
20.4K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.96K+ 5.16% |
$246K - $278K
|
40.1K
$5.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$246K - $277K
|
1.96K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.94K+ 21.58% |
$243K - $274K
|
10.9K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.91K+ 8.16% |
$239K - $270K
|
25.3K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
1.9KNew |
$238K - $269K
|
1.9K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.86K+ 3.01% |
$233K - $263K
|
63.5K
$9.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 3.15% |
$231K - $261K
|
60.4K
$8.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.84KNew |
$231K - $261K
|
1.84K
$274K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
1.84KNew |
$231K - $260K
|
1.84K
$274K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
1.81K+ 4.13% |
$226K - $256K
|
45.5K
$6.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.79K+ 0.75% |
$224K - $253K
|
241K
$35.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.78KNew |
$223K - $252K
|
1.78K
$265K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.77KNew |
$222K - $250K
|
1.77K
$263K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$221K - $250K
|
1.77K
$263K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.76K+ 87.89% |
$221K - $250K
|
3.77K
$562K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.75K+ 5.76% |
$219K - $248K
|
32.1K
$4.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
1.75KNew |
$219K - $247K
|
1.75K
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.74KNew |
$218K - $246K
|
1.74K
$259K
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.74K+ 19.19% |
$218K - $246K
|
10.8K
$1.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 57.47% |
$217K - $244K
|
4.74K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 2.11% |
$215K - $243K
|
83K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
1.71KNew |
$215K - $242K
|
1.71K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.71KNew |
$214K - $242K
|
1.71K
$255K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.71K+ 22.55% |
$214K - $241K
|
9.27K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
1.7KNew |
$212K - $240K
|
1.7K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.68KNew |
$211K - $238K
|
1.68K
$251K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.67K+ 4.81% |
$209K - $236K
|
36.4K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.66KNew |
$208K - $235K
|
1.66K
$247K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.64KNew |
$205K - $232K
|
1.64K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63KNew |
$204K - $230K
|
1.63K
$242K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.62KNew |
$204K - $230K
|
1.62K
$242K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$202K - $228K
|
1.61K
$240K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.61K+ 0.12% |
$202K - $228K
|
1.31M
$195M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.6K+ 10.02% |
$201K - $227K
|
17.6K
$2.62M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1.6K+ 1.3% |
$201K - $226K
|
125K
$18.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.6KNew |
$200K - $226K
|
1.6K
$238K
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$200K - $226K
|
1.59K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.59KNew |
$199K - $225K
|
1.59K
$237K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.58KNew |
$198K - $224K
|
1.58K
$235K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 24.86% |
$197K - $222K
|
7.9K
$1.18M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.57K+ 7.99% |
$196K - $222K
|
21.2K
$3.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.56KNew |
$196K - $221K
|
1.56K
$233K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.56K+ 6.0% |
$196K - $221K
|
27.6K
$4.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 73.16% |
$195K - $221K
|
3.69K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.55KNew |
$194K - $219K
|
1.55K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.54KNew |
$193K - $218K
|
1.54K
$230K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.54K+ 13.2% |
$193K - $218K
|
13.2K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$192K - $216K
|
1.53K
$228K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.53KNew |
$192K - $216K
|
1.53K
$228K
|