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 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.09% |
$122 - $140
|
1.18K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2- 0.09% |
$244 - $280
|
2.12K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$366 - $420
|
9.64K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3- 0.14% |
$366 - $420
|
2.1K
$307K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 4.12% |
$487 - $560
|
93
$13.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5- 0.01% |
$609 - $701
|
34.1K
$4.99M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 3.23% |
$609 - $701
|
150
$21.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7- 0.12% |
$853 - $981
|
5.61K
$820K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-8- 1.13% |
$975 - $1.12K
|
700
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8- 0.07% |
$975 - $1.12K
|
11.4K
$1.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10- 0.19% |
$1.22K - $1.4K
|
5.18K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-11- 0.22% |
$1.34K - $1.54K
|
4.94K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13- 0.14% |
$1.58K - $1.82K
|
9.31K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-14- 0.04% |
$1.71K - $1.96K
|
38.1K
$5.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-15- 0.45% |
$1.83K - $2.1K
|
3.32K
$485K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-15- 0.29% |
$1.83K - $2.1K
|
5.17K
$756K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-15- 0.53% |
$1.83K - $2.1K
|
2.83K
$414K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$1.95K - $2.24K
|
9.82K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-16- 0.57% |
$1.95K - $2.24K
|
2.81K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 0.74% |
$2.07K - $2.38K
|
2.29K
$334K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 0.58% |
$2.19K - $2.52K
|
3.08K
$450K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-19- 0.49% |
$2.32K - $2.66K
|
3.85K
$563K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.25% |
$2.44K - $2.8K
|
7.88K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 47.62% |
$2.44K - $2.8K
|
22
$3.22K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 0.65% |
$2.56K - $2.94K
|
3.23K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-21- 0.46% |
$2.56K - $2.94K
|
4.58K
$669K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-21- 0.72% |
$2.56K - $2.94K
|
2.9K
$424K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23- 0.31% |
$2.8K - $3.22K
|
7.44K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.4% |
$2.8K - $3.22K
|
5.77K
$844K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.54% |
$2.92K - $3.36K
|
4.41K
$644K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-25- 0.14% |
$3.05K - $3.5K
|
17.9K
$2.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.29% |
$3.05K - $3.5K
|
8.68K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 49.02% |
$3.05K - $3.5K
|
26
$3.8K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-25- 96.15% |
$3.05K - $3.5K
|
1
$146
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 4.86% |
$3.05K - $3.5K
|
489
$71.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-27- 1.52% |
$3.29K - $3.78K
|
1.75K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-28- 0.37% |
$3.41K - $3.92K
|
7.46K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 2.86% |
$3.66K - $4.2K
|
1.02K
$149K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30- 21.43% |
$3.66K - $4.2K
|
110
$16.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-30- 1.66% |
$3.66K - $4.2K
|
1.77K
$259K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-32- 48.48% |
$3.9K - $4.48K
|
34
$4.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-33- 1.62% |
$4.02K - $4.62K
|
2.01K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 14.66% |
$4.14K - $4.76K
|
198
$28.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 2.69% |
$4.39K - $5.04K
|
1.3K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36- 12.0% |
$4.39K - $5.04K
|
264
$38.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-40- 0.85% |
$4.87K - $5.6K
|
4.66K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-40- 1.28% |
$4.87K - $5.6K
|
3.09K
$451K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-42- 0.07% |
$5.12K - $5.88K
|
60.7K
$8.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 2.91% |
$5.48K - $6.3K
|
1.5K
$219K
|