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 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-46- 14.56% |
$5.61K - $6.44K
|
270
$38.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-48- 8.56% |
$5.85K - $6.72K
|
513
$74K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-48- 2.03% |
$5.85K - $6.72K
|
2.32K
$334K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.33% |
$6.09K - $7.01K
|
3.7K
$533K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 2.26% |
$6.09K - $7.01K
|
2.16K
$311K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.24% |
$6.09K - $7.01K
|
20.6K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-52- 1.62% |
$6.34K - $7.29K
|
3.17K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-52- 0.26% |
$6.34K - $7.29K
|
19.7K
$2.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-53- 0.97% |
$6.46K - $7.43K
|
5.44K
$784K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-54- 13.71% |
$6.58K - $7.57K
|
340
$49K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-55- 1.85% |
$6.7K - $7.71K
|
2.91K
$420K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 6.0% |
$6.7K - $7.71K
|
862
$124K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-56- 1.76% |
$6.82K - $7.85K
|
3.13K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-57- 1.37% |
$6.95K - $7.99K
|
4.09K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59- 7.17% |
$7.19K - $8.27K
|
764
$110K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-60- 1.95% |
$7.31K - $8.41K
|
3.02K
$436K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-60- 0.76% |
$7.31K - $8.41K
|
7.8K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-60- 2.97% |
$7.31K - $8.41K
|
1.96K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-60- 1.38% |
$7.31K - $8.41K
|
4.28K
$617K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-61- 26.87% |
$7.43K - $8.55K
|
166
$23.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-64- 0.56% |
$7.8K - $8.97K
|
11.3K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-64- 1.06% |
$7.8K - $8.97K
|
5.95K
$858K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-64- 1.36% |
$7.8K - $8.97K
|
4.63K
$668K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-67- 0.8% |
$8.16K - $9.39K
|
8.36K
$1.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-68- 4.26% |
$8.29K - $9.53K
|
1.53K
$220K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-71- 4.06% |
$8.65K - $9.95K
|
1.68K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-71- 1.93% |
$8.65K - $9.95K
|
3.6K
$519K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-72- 0.45% |
$8.77K - $10.1K
|
16.1K
$2.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-75- 0.62% |
$9.14K - $10.5K
|
12K
$1.72M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-76- 28.79% |
$9.26K - $10.6K
|
188
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-76- 0.74% |
$9.26K - $10.6K
|
10.2K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-80- 1.12% |
$9.75K - $11.2K
|
7.06K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-83- 10.89% |
$10.1K - $11.6K
|
679
$97.9K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-84- 9.99% |
$10.2K - $11.8K
|
757
$109K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-88- 3.75% |
$10.7K - $12.3K
|
2.26K
$325K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-88- 0.89% |
$10.7K - $12.3K
|
9.84K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-89- 0.74% |
$10.8K - $12.5K
|
12K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-90- 0.14% |
$11K - $12.6K
|
66K
$9.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-93- 1.0% |
$11.3K - $13K
|
9.23K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-94- 5.51% |
$11.5K - $13.2K
|
1.61K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-98- 2.09% |
$11.9K - $13.7K
|
4.6K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-98- 5.09% |
$11.9K - $13.7K
|
1.83K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 20.0% |
$12.2K - $14K
|
400
$57.7K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-100- 0.78% |
$12.2K - $14K
|
12.8K
$1.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-101- 4.64% |
$12.3K - $14.2K
|
2.08K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-102- 0.66% |
$12.4K - $14.3K
|
15.4K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-106- 1.63% |
$12.9K - $14.9K
|
6.39K
$921K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-107- 4.9% |
$13K - $15K
|
2.08K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-110- 3.02% |
$13.4K - $15.4K
|
3.53K
$509K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-111- 6.62% |
$13.5K - $15.6K
|
1.57K
$226K
|