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
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
22
+ 0.42%
$2.68K - $3.08K
5.29K $774K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
22
New
$2.68K - $3.08K
22 $3.22K
Feb 13, 2023 Q4 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
21
+ 0.38%
$2.56K - $2.94K
5.59K $817K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
20
New
$2.44K - $2.8K
20 $2.92K
Jan 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
20
+ 0.63%
$2.44K - $2.8K
3.2K $468K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
20
+ 1.44%
$2.44K - $2.8K
1.41K $206K
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

BUY
 -
20
New
$2.44K - $2.8K
20 $2.92K
Jan 20, 2023 Q4 2022
Proffitt & Goodson Inc

BUY
 -
19
+ 0.11%
$2.32K - $2.66K
18K $2.63M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
15
New
$1.83K - $2.1K
15 $2.19K
Mar 10, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
15
+ 0.4%
$1.83K - $2.1K
3.8K $555K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
14
+ 0.21%
$1.71K - $1.96K
6.78K $990K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
14
+ 0.26%
$1.71K - $1.96K
5.35K $781K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
13
New
$1.58K - $1.82K
13 $1.9K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
12
+ 0.36%
$1.46K - $1.68K
3.33K $486K
Feb 09, 2023 Q4 2022
True Link Financial Advisors, LLC

BUY
 -
12
+ 0.48%
$1.46K - $1.68K
2.52K $368K
Feb 10, 2023 Q4 2022
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
12
+ 0.55%
$1.46K - $1.68K
2.21K $323K
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
11
+ 0.5%
$1.34K - $1.54K
2.21K $324K
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
10
+ 7.63%
$1.22K - $1.4K
141 $20.6K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
10
+ 0.18%
$1.22K - $1.4K
5.59K $818K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10
+ 4.78%
$1.22K - $1.4K
219 $32K
Feb 13, 2023 Q4 2022
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
9
+ 0.31%
$1.1K - $1.26K
2.89K $422K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
8
+ 0.38%
$975 - $1.12K
2.11K $308K
Feb 13, 2023 Q4 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
8
+ 0.21%
$975 - $1.12K
3.89K $569K
Jan 10, 2023 Q4 2022
Tl Private Wealth

BUY
 -
7
+ 0.29%
$853 - $981
2.39K $350K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
7
+ 0.26%
$853 - $981
2.67K $391K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
6
New
$731 - $841
6 $877
Feb 10, 2023 Q4 2022
Bollard Group LLC

Boston, MA
BUY
 -
6
+ 0.32%
$731 - $841
1.91K $279K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
5
New
$609 - $701
5 $731
Jan 20, 2023 Q4 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
5
+ 0.28%
$609 - $701
1.76K $258K
Jan 25, 2023 Q4 2022
Colton Groome Financial Advisors, LLC

BUY
 -
5
+ 0.22%
$609 - $701
2.27K $332K
Jan 30, 2023 Q4 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
5
New
$609 - $701
5 $731
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5
+ 0.14%
$609 - $701
3.49K $510K
Feb 13, 2023 Q4 2022
Tower View Investment Management & Research LLC

BUY
 -
5
+ 0.45%
$609 - $701
1.11K $162K
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
5
+ 0.29%
$609 - $701
1.76K $257K
Jan 27, 2023 Q4 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
4
+ 0.12%
$487 - $560
3.36K $491K
Feb 02, 2023 Q4 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
3
+ 0.06%
$366 - $420
4.68K $684K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3
+ 0.04%
$366 - $420
7.08K $1.03M
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
3
+ 0.05%
$366 - $420
5.85K $855K
Jan 24, 2023 Q4 2022
Cra Financial Services, LLC

BUY
 -
2
+ 0.06%
$244 - $280
3.39K $496K
Feb 02, 2023 Q4 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
2
+ 0.07%
$244 - $280
2.71K $396K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2
+ 0.04%
$244 - $280
5.66K $828K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.33%
$244 - $280
607 $88.7K
Jan 11, 2023 Q4 2022
Gleason Group, Inc.

BUY
 -
1
+ 0.42%
$122 - $140
239 $34.9K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 0.04%
$122 - $140
2.24K $328K
Jan 26, 2023 Q4 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 0.28%
$122 - $140
354 $51.7K
Feb 01, 2023 Q4 2022
Morton Brown Family Wealth, LLC

BUY
 -
1
+ 0.42%
$122 - $140
238 $34.8K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1
+ 0.14%
$122 - $140
700 $102K
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
1
+ 0.04%
$122 - $140
2.56K $374K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1
+ 0.92%
$122 - $140
110 $16.1K

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