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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1.26K+ 8.88% |
$153K - $176K
|
15.4K
$2.22M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.25K+ 1.93% |
$153K - $175K
|
66.1K
$9.53M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.25K+ 30.56% |
$152K - $175K
|
5.34K
$770K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.23K+ 36.26% |
$150K - $173K
|
4.63K
$668K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.23K+ 11.93% |
$150K - $173K
|
11.6K
$1.67M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.22K+ 3.71% |
$149K - $171K
|
34.1K
$4.92M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 5.47% |
$144K - $165K
|
22.8K
$3.28M
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.16K+ 12.37% |
$141K - $162K
|
10.5K
$1.52M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1.16K+ 9.06% |
$141K - $162K
|
13.9K
$2.01M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.14K+ 12.01% |
$139K - $160K
|
10.6K
$1.53M
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.12K+ 5.53% |
$136K - $157K
|
21.4K
$3.08M
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.1K+ 0.57% |
$134K - $154K
|
195K
$28.1M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 8.77% |
$133K - $153K
|
13.6K
$1.96M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 131.8% |
$132K - $152K
|
1.91K
$275K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.07K+ 2.89% |
$130K - $150K
|
38K
$5.48M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.06K+ 6.63% |
$129K - $149K
|
17.1K
$2.46M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.06K+ 5.93% |
$129K - $148K
|
18.9K
$2.72M
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.04K+ 51.75% |
$126K - $145K
|
3.04K
$438K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.03K+ 20.71% |
$126K - $144K
|
6K
$865K
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
980+ 6.06% |
$119K - $137K
|
17.1K
$2.47M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
978+ 6.36% |
$119K - $137K
|
16.4K
$2.36M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
952+ 4.25% |
$116K - $133K
|
23.3K
$3.36M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
937+ 25.76% |
$114K - $131K
|
4.58K
$660K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
932+ 36.64% |
$114K - $131K
|
3.48K
$501K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
932+ 19.66% |
$114K - $131K
|
5.67K
$818K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
931+ 1.49% |
$113K - $130K
|
63.5K
$9.15M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
918+ 35.15% |
$112K - $129K
|
3.53K
$509K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
906+ 5.93% |
$110K - $127K
|
16.2K
$2.33M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
883+ 40.9% |
$108K - $124K
|
3.04K
$439K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
870+ 5.17% |
$106K - $122K
|
17.7K
$2.55M
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
844+ 4.15% |
$103K - $118K
|
21.2K
$3.06M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
840New |
$102K - $118K
|
840
$121K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
831+ 31.47% |
$101K - $116K
|
3.47K
$501K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
814+ 43.0% |
$99.2K - $114K
|
2.71K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
807+ 1.21% |
$98.3K - $113K
|
67.6K
$9.75M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
805+ 17.6% |
$98.1K - $113K
|
5.38K
$776K
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
794+ 2.5% |
$96.7K - $111K
|
32.5K
$4.69M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
792+ 11.26% |
$96.5K - $111K
|
7.82K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
785+ 40.3% |
$95.7K - $110K
|
2.73K
$394K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
783+ 16.86% |
$95.4K - $110K
|
5.43K
$782K
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
775+ 19.08% |
$94.4K - $109K
|
4.84K
$697K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
772+ 1.99% |
$94.1K - $108K
|
39.7K
$5.72M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
770+ 1.38% |
$93.8K - $108K
|
56.5K
$8.15M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
770New |
$93.8K - $108K
|
770
$111K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
765+ 41.55% |
$93.2K - $107K
|
2.61K
$376K
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
765+ 41.55% |
$93.2K - $107K
|
2.61K
$376K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
760+ 18.68% |
$92.6K - $106K
|
4.83K
$696K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
747+ 4.28% |
$91K - $105K
|
18.2K
$2.62M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
738New |
$89.9K - $103K
|
738
$106K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
729+ 5.61% |
$88.8K - $102K
|
13.7K
$1.98M
|