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 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-111- 0.57% |
$13.5K - $15.6K
|
19.3K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-111- 0.44% |
$13.5K - $15.6K
|
25K
$3.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-112- 6.01% |
$13.6K - $15.7K
|
1.75K
$253K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-114- 5.94% |
$13.9K - $16K
|
1.8K
$260K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-114- 6.22% |
$13.9K - $16K
|
1.72K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-117- 4.19% |
$14.3K - $16.4K
|
2.68K
$386K
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-118- 0.3% |
$14.4K - $16.5K
|
39.8K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-119- 6.1% |
$14.5K - $16.7K
|
1.83K
$264K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 2.67% |
$14.9K - $17.1K
|
4.45K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 1.3% |
$15.2K - $17.5K
|
9.5K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-129- 0.79% |
$15.7K - $18.1K
|
16.2K
$2.33M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-129- 2.11% |
$15.7K - $18.1K
|
5.98K
$862K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-130- 3.19% |
$15.8K - $18.2K
|
3.94K
$568K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-134- 3.97% |
$16.3K - $18.8K
|
3.25K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-134- 3.12% |
$16.3K - $18.8K
|
4.16K
$599K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-135- 3.11% |
$16.4K - $18.9K
|
4.2K
$605K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-138- 2.19% |
$16.8K - $19.3K
|
6.16K
$888K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-140- 2.13% |
$17.1K - $19.6K
|
6.44K
$928K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-140- 4.77% |
$17.1K - $19.6K
|
2.8K
$403K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-145- 7.22% |
$17.7K - $20.3K
|
1.86K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-145- 7.22% |
$17.7K - $20.3K
|
1.86K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-153- 0.83% |
$18.6K - $21.4K
|
18.2K
$2.63M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-154- 0.57% |
$18.8K - $21.6K
|
26.6K
$3.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-155- 7.03% |
$18.9K - $21.7K
|
2.05K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-159- 2.64% |
$19.4K - $22.3K
|
5.86K
$844K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-160- 1.86% |
$19.5K - $22.4K
|
8.42K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-160- 0.48% |
$19.5K - $22.4K
|
33.2K
$4.79M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-160- 1.47% |
$19.5K - $22.4K
|
10.8K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-162- 0.56% |
$19.7K - $22.7K
|
28.6K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-162- 7.37% |
$19.7K - $22.7K
|
2.04K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-168- 1.17% |
$20.5K - $23.5K
|
14.2K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-170- 0.08% |
$20.7K - $23.8K
|
222K
$32M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-173- 1.93% |
$21.1K - $24.2K
|
8.79K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-178- 5.99% |
$21.7K - $24.9K
|
2.8K
$403K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-179- 0.98% |
$21.8K - $25.1K
|
18.2K
$2.62M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-186- 6.39% |
$22.7K - $26.1K
|
2.72K
$393K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-189- 0.5% |
$23K - $26.5K
|
37.7K
$5.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-190- 5.04% |
$23.2K - $26.6K
|
3.58K
$516K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-190- 8.35% |
$23.2K - $26.6K
|
2.09K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-190- 3.87% |
$23.2K - $26.6K
|
4.72K
$681K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-191- 1.13% |
$23.3K - $26.8K
|
16.6K
$2.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-197- 2.18% |
$24K - $27.6K
|
8.84K
$1.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-200- 1.67% |
$24.4K - $28K
|
11.8K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 30.77% |
$24.4K - $28K
|
450
$64.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-207- 5.3% |
$25.2K - $29K
|
3.7K
$533K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-207- 11.6% |
$25.2K - $29K
|
1.58K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-209- 0.58% |
$25.5K - $29.3K
|
36K
$5.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-211- 1.4% |
$25.7K - $29.6K
|
14.9K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-212- 1.28% |
$25.8K - $29.7K
|
16.4K
$2.36M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-216- 9.68% |
$26.3K - $30.3K
|
2.02K
$291K
|