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 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
248+ 8.9% |
$30.2K - $34.7K
|
3.04K
$438K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
248+ 10.21% |
$30.2K - $34.7K
|
2.68K
$386K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
247+ 1.91% |
$30.1K - $34.6K
|
13.2K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
247+ 0.76% |
$30.1K - $34.6K
|
32.9K
$4.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
244+ 5.27% |
$29.7K - $34.2K
|
4.88K
$703K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
240+ 4.61% |
$29.2K - $33.6K
|
5.44K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
240New |
$29.2K - $33.6K
|
240
$34.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
234+ 11.48% |
$28.5K - $32.8K
|
2.27K
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
233+ 6.87% |
$28.4K - $32.6K
|
3.63K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
229+ 18.47% |
$27.9K - $32.1K
|
1.47K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
226+ 9.42% |
$27.5K - $31.7K
|
2.63K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
223+ 4.09% |
$27.2K - $31.2K
|
5.67K
$817K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
220+ 4.3% |
$26.8K - $30.8K
|
5.34K
$770K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
220+ 6.09% |
$26.8K - $30.8K
|
3.83K
$553K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
220+ 1.81% |
$26.8K - $30.8K
|
12.3K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
219+ 13.89% |
$26.7K - $30.7K
|
1.8K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
216+ 4.06% |
$26.3K - $30.3K
|
5.54K
$799K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
215+ 68.47% |
$26.2K - $30.1K
|
529
$76.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215+ 8.45% |
$26.2K - $30.1K
|
2.76K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
208+ 11.72% |
$25.3K - $29.1K
|
1.98K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
200+ 7.85% |
$24.4K - $28K
|
2.75K
$396K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
199+ 12.0% |
$24.2K - $27.9K
|
1.86K
$268K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
199+ 1.94% |
$24.2K - $27.9K
|
10.5K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
192New |
$23.4K - $26.9K
|
192
$27.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
191+ 0.79% |
$23.3K - $26.8K
|
24.5K
$3.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
180+ 0.89% |
$21.9K - $25.2K
|
20.4K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
176New |
$21.4K - $24.7K
|
176
$25.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
175+ 1.49% |
$21.3K - $24.5K
|
11.9K
$1.72M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
175+ 22.26% |
$21.3K - $24.5K
|
961
$139K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
171+ 2442.86% |
$20.8K - $24K
|
178
$25.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
167+ 5.34% |
$20.3K - $23.4K
|
3.29K
$475K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
165+ 0.21% |
$20.1K - $23.1K
|
77.8K
$11.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 6.57% |
$20.1K - $23.1K
|
2.68K
$386K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
164+ 6.19% |
$20K - $23K
|
2.81K
$406K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
164+ 3.22% |
$20K - $23K
|
5.26K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
163+ 36.06% |
$19.9K - $22.8K
|
615
$88.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
161+ 2.75% |
$19.6K - $22.6K
|
6.01K
$867K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
161+ 11.55% |
$19.6K - $22.6K
|
1.56K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
160+ 5.02% |
$19.5K - $22.4K
|
3.35K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
159+ 5.3% |
$19.4K - $22.3K
|
3.16K
$455K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
156+ 3.46% |
$19K - $21.9K
|
4.67K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
152+ 2.16% |
$18.5K - $21.3K
|
7.2K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
152+ 1.94% |
$18.5K - $21.3K
|
7.97K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$18.3K - $21K
|
150
$21.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150+ 81.08% |
$18.3K - $21K
|
335
$48.3K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$18.3K - $21K
|
150
$21.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
149+ 0.45% |
$18.2K - $20.9K
|
33K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
148+ 4.45% |
$18K - $20.7K
|
3.47K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
147New |
$17.9K - $20.6K
|
147
$21.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
146New |
$17.8K - $20.5K
|
146
$21K
|