Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 27, 2023 Q4 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
729
+ 4.47%
$88.8K - $102K
17K $2.46M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
712
+ 160.36%
$86.8K - $99.8K
1.16K $167K
Jan 23, 2023 Q4 2022
Mechanics Bank Trust Department

BUY
 -
705
+ 2.42%
$85.9K - $98.8K
29.9K $4.31M
Jan 30, 2023 Q4 2022
Tru Independence LLC

BUY
 -
689
+ 6.28%
$84K - $96.5K
11.7K $1.68M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
688
New
$83.8K - $96.4K
688 $99.2K
Feb 07, 2023 Q4 2022
Bcgm Wealth Management, LLC

BUY
 -
682
+ 4.49%
$83.1K - $95.5K
15.9K $2.29M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
679
+ 9.79%
$82.7K - $95.1K
7.62K $1.1M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
677
New
$82.5K - $94.8K
677 $97.6K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
670
New
$81.6K - $93.9K
670 $96.6K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
666
+ 115.03%
$81.2K - $93.3K
1.25K $179K
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
664
New
$80.9K - $93K
664 $95.7K
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
656
+ 4.3%
$79.9K - $91.9K
15.9K $2.29M
Jan 31, 2023 Q4 2022
Kessler Investment Group, LLC

BUY
 -
639
+ 87.77%
$77.9K - $89.5K
1.37K $197K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
635
+ 1.2%
$77.4K - $89K
53.7K $7.73M
Jan 31, 2023 Q4 2022
Hudson Valley Investment Advisors Inc

BUY
 -
630
+ 1.11%
$76.8K - $88.3K
57.6K $8.3M
Feb 06, 2023 Q4 2022
Thompson Davis & Co., Inc.

BUY
 -
627
+ 36.93%
$76.4K - $87.8K
2.33K $335K
Mar 02, 2023 Q4 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
625
+ 8.42%
$76.2K - $87.6K
8.05K $1.16M
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
622
+ 4.65%
$75.8K - $87.1K
14K $2.02M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

BUY
 -
621
+ 27.01%
$75.7K - $87K
2.92K $421K
Jan 10, 2023 Q4 2022
West Financial Advisors, LLC

BUY
 -
611
+ 5.23%
$74.5K - $85.6K
12.3K $1.77M
Feb 14, 2023 Q4 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
600
+ 120.0%
$73.1K - $84.1K
1.1K $159K
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
599
+ 3.11%
$73K - $83.9K
19.9K $2.87M
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
598
+ 5.6%
$72.9K - $83.8K
11.3K $1.62M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
589
+ 5.29%
$71.8K - $82.5K
11.7K $1.69M
Feb 16, 2023 Q4 2022
Stelac Advisory Services LLC

New York, NY
BUY
 -
570
+ 66.9%
$69.5K - $79.9K
1.42K $205K
Jan 12, 2023 Q4 2022
Stillwater Capital Advisors, LLC

BUY
 -
546
+ 0.65%
$66.5K - $76.5K
84.7K $12.2M
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
540
+ 931.03%
$65.8K - $75.7K
598 $86.2K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
527
+ 9.5%
$64.2K - $73.8K
6.08K $876K
Feb 09, 2023 Q4 2022
Wealth Management Solutions, LLC

BUY
 -
527
+ 17.64%
$64.2K - $73.8K
3.51K $507K
Feb 10, 2023 Q4 2022
Nbt Bank N A

BUY
 -
527
+ 6.26%
$64.2K - $73.8K
8.95K $1.29M
Feb 13, 2023 Q4 2022
Steward Financial Group LLC

BUY
 -
526
New
$64.1K - $73.7K
526 $75.8K
Feb 06, 2023 Q4 2022
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
512
+ 21.11%
$62.4K - $71.7K
2.94K $423K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
509
New
$62K - $71.3K
509 $73.4K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
502
New
$61.2K - $70.3K
502 $72.4K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
502
+ 2.39%
$61.2K - $70.3K
21.5K $3.1M
Feb 14, 2023 Q4 2022
Redwood Financial Network Corp

BUY
 -
501
+ 4.93%
$61K - $70.2K
10.7K $1.54M
Feb 10, 2023 Q4 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
499
+ 9.17%
$60.8K - $69.9K
5.94K $856K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
493
+ 17.86%
$60.1K - $69.1K
3.25K $469K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
490
+ 85.51%
$59.7K - $68.6K
1.06K $153K
Jan 10, 2023 Q4 2022
Mc Guire Investment Group, LLC

BUY
 -
489
+ 4.36%
$59.6K - $68.5K
11.7K $1.69M
Feb 08, 2023 Q4 2022
Hudock, Inc.

BUY
 -
488
+ 28.54%
$59.5K - $68.4K
2.2K $317K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
488
+ 22.53%
$59.5K - $68.4K
2.65K $383K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
484
+ 0.5%
$59K - $67.8K
97K $14M
Feb 07, 2023 Q4 2022
Journey Advisory Group, LLC

BUY
 -
458
+ 9.03%
$55.8K - $64.2K
5.53K $797K
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
455
+ 758.33%
$55.4K - $63.7K
515 $74.2K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
453
+ 10.04%
$55.2K - $63.5K
4.97K $716K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
451
+ 1.84%
$55K - $63.2K
25K $3.61M
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
450
+ 9.54%
$54.8K - $63K
5.17K $745K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
440
+ 6.8%
$53.6K - $61.6K
6.91K $997K

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