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 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
76+ 0.94% |
$9.26K - $10.6K
|
8.13K
$1.17M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
73+ 22.39% |
$8.9K - $10.2K
|
399
$57.5K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
73+ 1.03% |
$8.9K - $10.2K
|
7.15K
$1.03M
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
72+ 1.92% |
$8.77K - $10.1K
|
3.82K
$551K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
72+ 3.76% |
$8.77K - $10.1K
|
1.99K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
70+ 0.32% |
$8.53K - $9.81K
|
21.7K
$3.12M
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
67+ 10.4% |
$8.16K - $9.39K
|
711
$102K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
67+ 268.0% |
$8.16K - $9.39K
|
92
$13.3K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
64+ 2.4% |
$7.8K - $8.97K
|
2.73K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
64New |
$7.8K - $8.97K
|
64
$9.23K
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
61+ 1.95% |
$7.43K - $8.55K
|
3.19K
$460K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
60+ 2.94% |
$7.31K - $8.41K
|
2.1K
$303K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
58+ 0.21% |
$7.07K - $8.13K
|
27.6K
$3.98M
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
58+ 0.54% |
$7.07K - $8.13K
|
10.7K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 10.94% |
$6.82K - $7.85K
|
568
$81.9K
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
55+ 0.61% |
$6.7K - $7.71K
|
9.06K
$1.31M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54New |
$6.58K - $7.57K
|
54
$7.78K
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
54+ 0.73% |
$6.58K - $7.57K
|
7.46K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
54New |
$6.58K - $7.57K
|
54
$7.78K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$6.09K - $7.01K
|
50
$7.21K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 3.64% |
$6.09K - $7.01K
|
1.43K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 263.16% |
$6.09K - $7.01K
|
69
$9.95K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
49+ 0.82% |
$5.97K - $6.86K
|
6.04K
$870K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
47+ 1.49% |
$5.73K - $6.58K
|
3.2K
$462K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
45+ 9.96% |
$5.48K - $6.3K
|
497
$71.6K
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
45+ 1.53% |
$5.48K - $6.3K
|
2.98K
$429K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
44+ 0.87% |
$5.36K - $6.16K
|
5.08K
$732K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
43+ 1.65% |
$5.24K - $6.02K
|
2.65K
$381K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
43+ 0.41% |
$5.24K - $6.02K
|
10.4K
$1.5M
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
40New |
$4.87K - $5.6K
|
40
$5.77K
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
39+ 0.45% |
$4.75K - $5.46K
|
8.77K
$1.26M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
38New |
$4.63K - $5.32K
|
38
$5.48K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 2.76% |
$4.63K - $5.32K
|
1.41K
$204K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37+ 2.08% |
$4.51K - $5.18K
|
1.82K
$262K
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
34+ 0.41% |
$4.14K - $4.76K
|
8.34K
$1.2M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33New |
$4.02K - $4.62K
|
33
$4.76K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 1.14% |
$3.9K - $4.48K
|
2.83K
$409K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
30+ 0.99% |
$3.66K - $4.2K
|
3.06K
$441K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
30+ 0.99% |
$3.66K - $4.2K
|
3.07K
$442K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
29+ 1.55% |
$3.53K - $4.06K
|
1.9K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 1.05% |
$3.53K - $4.06K
|
2.78K
$401K
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
28+ 0.15% |
$3.41K - $3.92K
|
18.7K
$2.7M
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
27+ 1.07% |
$3.29K - $3.78K
|
2.56K
$369K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27+ 6.52% |
$3.29K - $3.78K
|
441
$63.6K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
27+ 0.86% |
$3.29K - $3.78K
|
3.18K
$458K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27New |
$3.29K - $3.78K
|
27
$3.89K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.74% |
$3.17K - $3.64K
|
3.56K
$512K
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
26+ 0.03% |
$3.17K - $3.64K
|
74.8K
$10.8M
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 0.27% |
$3.05K - $3.5K
|
9.29K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
25New |
$3.05K - $3.5K
|
25
$3.6K
|