Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.57K+ 7.92% |
$191K - $219K
|
21.3K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.56KNew |
$190K - $219K
|
1.56K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.56KNew |
$190K - $218K
|
1.56K
$224K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.56KNew |
$190K - $218K
|
1.56K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.56KNew |
$189K - $218K
|
1.56K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.55KNew |
$189K - $217K
|
1.55K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.55K+ 12.21% |
$189K - $217K
|
14.2K
$2.05M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55K+ 14.55% |
$189K - $217K
|
12.2K
$1.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54KNew |
$188K - $216K
|
1.54K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$188K - $216K
|
1.54K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.54KNew |
$187K - $215K
|
1.54K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.53KNew |
$187K - $215K
|
1.53K
$221K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.53KNew |
$186K - $214K
|
1.53K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.53KNew |
$186K - $214K
|
1.53K
$220K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
1.52K+ 7.89% |
$185K - $213K
|
20.8K
$2.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.52KNew |
$185K - $212K
|
1.52K
$218K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.51K+ 3.55% |
$184K - $212K
|
44.1K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.51KNew |
$184K - $212K
|
1.51K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.51KNew |
$184K - $212K
|
1.51K
$218K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.51KNew |
$184K - $212K
|
1.51K
$218K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.51KNew |
$184K - $211K
|
1.51K
$218K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
1.51KNew |
$183K - $211K
|
1.51K
$217K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.5KNew |
$183K - $211K
|
1.5K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 12.92% |
$183K - $210K
|
13.1K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 18.78% |
$183K - $210K
|
9.48K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$216K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.5KNew |
$182K - $209K
|
1.5K
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
1.48KNew |
$180K - $207K
|
1.48K
$213K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.46K+ 14.01% |
$177K - $204K
|
11.8K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.44K+ 2.45% |
$175K - $201K
|
60.1K
$8.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.43K+ 1.98% |
$174K - $200K
|
73.3K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.42K+ 2.26% |
$173K - $198K
|
64.2K
$9.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.42K+ 12.68% |
$173K - $198K
|
12.6K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.4K+ 22.2% |
$170K - $196K
|
7.7K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1.4K+ 10.19% |
$170K - $196K
|
15.1K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.39K+ 22.92% |
$169K - $194K
|
7.43K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 36.4% |
$168K - $193K
|
5.18K
$746K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.38K+ 12.79% |
$168K - $193K
|
12.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 13.09% |
$167K - $192K
|
11.8K
$1.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.35K+ 79.22% |
$165K - $190K
|
3.06K
$441K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.34K+ 12.52% |
$164K - $188K
|
12.1K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 96.03% |
$162K - $186K
|
2.71K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.33KNew |
$161K - $186K
|
1.33K
$191K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.31K+ 32.22% |
$159K - $183K
|
5.36K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.3K+ 18.69% |
$159K - $182K
|
8.27K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.3K+ 37.98% |
$158K - $182K
|
4.72K
$680K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.3K+ 16.55% |
$158K - $181K
|
9.12K
$1.32M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 12.76% |
$156K - $179K
|
11.3K
$1.63M
|