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 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-222- 5.59% |
$27.1K - $31.1K
|
3.75K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-232- 0.74% |
$28.3K - $32.5K
|
31.2K
$4.5M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-233- 4.82% |
$28.4K - $32.6K
|
4.61K
$664K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-235- 1.16% |
$28.6K - $32.9K
|
20.1K
$2.9M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-235- 1.16% |
$28.6K - $32.9K
|
20.1K
$2.9M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-243- 0.14% |
$29.6K - $34K
|
176K
$25.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-243- 3.09% |
$29.6K - $34K
|
7.61K
$1.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-248- 6.11% |
$30.2K - $34.7K
|
3.81K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.22% |
$30.5K - $35K
|
7.51K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-254- 6.17% |
$30.9K - $35.6K
|
3.87K
$557K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-255- 14.22% |
$31.1K - $35.7K
|
1.54K
$222K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-257- 8.26% |
$31.3K - $36K
|
2.86K
$412K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-259- 3.38% |
$31.6K - $36.3K
|
7.4K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-263- 1.55% |
$32K - $36.8K
|
16.7K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-265- 5.59% |
$32.3K - $37.1K
|
4.48K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-268- 0.4% |
$32.7K - $37.5K
|
66.7K
$9.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-276- 1.22% |
$33.6K - $38.7K
|
22.4K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-284- 2.02% |
$34.6K - $39.8K
|
13.7K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-285- 8.01% |
$34.7K - $39.9K
|
3.28K
$472K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-290- 32.12% |
$35.3K - $40.6K
|
613
$88.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-290- 5.04% |
$35.3K - $40.6K
|
5.46K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 6.67% |
$35.3K - $40.6K
|
4.06K
$585K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-295- 36.15% |
$35.9K - $41.3K
|
521
$75.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-300- 2.52% |
$36.6K - $42K
|
11.6K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 3.64% |
$36.6K - $42K
|
7.95K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-304- 1.0% |
$37K - $42.6K
|
30.1K
$4.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-305- 3.45% |
$37.2K - $42.7K
|
8.55K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-315- 7.7% |
$38.4K - $44.1K
|
3.78K
$544K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-317- 1.69% |
$38.6K - $44.4K
|
18.4K
$2.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-326- 14.02% |
$39.7K - $45.7K
|
2K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-326- 0.56% |
$39.7K - $45.7K
|
58.3K
$8.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-329- 11.12% |
$40.1K - $46.1K
|
2.63K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-329- 13.65% |
$40.1K - $46.1K
|
2.08K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-333- 15.01% |
$40.6K - $46.7K
|
1.89K
$272K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-345- 4.87% |
$42K - $48.3K
|
6.74K
$971K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-349- 4.98% |
$42.5K - $48.9K
|
6.65K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-350- 12.23% |
$42.6K - $49K
|
2.51K
$362K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-352- 4.06% |
$42.9K - $49.3K
|
8.31K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-355- 2.13% |
$43.3K - $49.7K
|
16.3K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-360- 31.55% |
$43.9K - $50.4K
|
781
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-364- 1.85% |
$44.4K - $51K
|
19.3K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-368- 9.64% |
$44.8K - $51.6K
|
3.45K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-369- 2.84% |
$45K - $51.7K
|
12.6K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-374- 3.36% |
$45.6K - $52.4K
|
10.8K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-377- 7.93% |
$45.9K - $52.8K
|
4.38K
$631K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-386- 18.16% |
$47K - $54.1K
|
1.74K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-392- 2.26% |
$47.8K - $54.9K
|
17K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-400- 9.8% |
$48.7K - $56K
|
3.68K
$531K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-410- 1.66% |
$50K - $57.4K
|
24.3K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-413- 1.58% |
$50.3K - $57.9K
|
25.7K
$3.7M
|