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 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
1.52KNew |
$190K - $214K
|
1.52K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.51KNew |
$189K - $214K
|
1.51K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.51KNew |
$189K - $214K
|
1.51K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.51KNew |
$189K - $214K
|
1.51K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 4.28% |
$189K - $213K
|
36.6K
$5.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.5KNew |
$188K - $213K
|
1.5K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.5K+ 70.29% |
$188K - $212K
|
3.63K
$525K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 167.34% |
$187K - $211K
|
2.38K
$344K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.49K+ 2.04% |
$187K - $211K
|
74.3K
$10.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.48K+ 17.82% |
$186K - $210K
|
9.81K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.48K+ 30.93% |
$186K - $209K
|
6.27K
$905K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.47KNew |
$184K - $208K
|
1.47K
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.46K+ 32.85% |
$183K - $207K
|
5.92K
$855K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
1.46KNew |
$183K - $207K
|
1.46K
$211K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.46KNew |
$183K - $206K
|
1.46K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.46KNew |
$183K - $206K
|
1.46K
$211K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$182K - $206K
|
1.46K
$210K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.45K+ 3.46% |
$182K - $205K
|
43.4K
$6.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.45K+ 5.06% |
$182K - $205K
|
30.1K
$4.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$181K - $205K
|
1.45K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.45KNew |
$181K - $205K
|
1.45K
$209K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.45KNew |
$181K - $205K
|
1.45K
$209K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 3.04% |
$180K - $204K
|
48.8K
$7.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.44K+ 2.99% |
$180K - $203K
|
49.4K
$7.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1.44KNew |
$180K - $203K
|
1.44K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
1.43KNew |
$179K - $202K
|
1.43K
$206K
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.42KNew |
$178K - $201K
|
1.42K
$206K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.37K+ 2.36% |
$171K - $193K
|
59.3K
$8.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 12.64% |
$169K - $191K
|
12K
$1.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.35K+ 4.67% |
$169K - $190K
|
30.2K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.35K+ 29.45% |
$169K - $190K
|
5.91K
$854K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 11.39% |
$163K - $184K
|
12.7K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.3K+ 25.41% |
$163K - $184K
|
6.41K
$926K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 12.1% |
$161K - $182K
|
11.9K
$1.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.28K+ 13.21% |
$160K - $181K
|
10.9K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.27K+ 1.53% |
$159K - $180K
|
84.3K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 4.92% |
$155K - $175K
|
26.4K
$3.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.23K+ 2.26% |
$154K - $174K
|
55.6K
$8.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
1.23K+ 4.09% |
$154K - $174K
|
31.2K
$4.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$151K - $171K
|
1.21K
$174K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$150K - $169K
|
1.2K
$173K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 16.53% |
$148K - $167K
|
8.33K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.38% |
$145K - $164K
|
35.5K
$5.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.74% |
$142K - $160K
|
154K
$22.3M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.13KNew |
$142K - $160K
|
1.13K
$163K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.12K+ 1.22% |
$141K - $159K
|
93.2K
$13.5M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.12K+ 34.37% |
$140K - $158K
|
4.38K
$633K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.12KNew |
$140K - $158K
|
1.12K
$161K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.11K+ 21.17% |
$140K - $157K
|
6.37K
$921K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.11K+ 5.69% |
$139K - $157K
|
20.6K
$2.98M
|