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 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-839- 5.53% |
$102K - $118K
|
14.3K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-850- 3.32% |
$104K - $119K
|
24.8K
$3.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-856- 22.25% |
$104K - $120K
|
2.99K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-869- 45.12% |
$106K - $122K
|
1.06K
$152K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-905- 3.88% |
$110K - $127K
|
22.4K
$3.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-914- 35.98% |
$111K - $128K
|
1.63K
$234K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-922- 2.27% |
$112K - $129K
|
39.6K
$5.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-922- 2.56% |
$112K - $129K
|
35.2K
$5.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-930- 24.73% |
$113K - $130K
|
2.83K
$408K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-941- 4.46% |
$115K - $132K
|
20.1K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-949- 19.01% |
$116K - $133K
|
4.04K
$583K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-980- 1.04% |
$119K - $137K
|
93.6K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.03K- 0.37% |
$125K - $144K
|
274K
$39.6M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.04K- 0.68% |
$127K - $146K
|
153K
$22.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.05K- 36.37% |
$128K - $148K
|
1.84K
$266K
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 30.89% |
$129K - $148K
|
2.36K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.07K- 5.39% |
$131K - $150K
|
18.8K
$2.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.1K- 4.05% |
$134K - $154K
|
26K
$3.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.13K- 3.38% |
$138K - $158K
|
32.3K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.14K- 7.08% |
$138K - $159K
|
14.9K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 3.23% |
$139K - $159K
|
34K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.19K- 6.33% |
$145K - $167K
|
17.7K
$2.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.2K- 38.63% |
$146K - $168K
|
1.9K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.2K- 13.64% |
$147K - $169K
|
7.62K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.22K- 1.53% |
$148K - $171K
|
78.6K
$11.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.22K- 5.85% |
$149K - $171K
|
19.6K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 2.37% |
$150K - $172K
|
50.8K
$7.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.23K- 1.87% |
$150K - $172K
|
64.4K
$9.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.24K- 13.25% |
$151K - $174K
|
8.12K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.24K- 2.43% |
$151K - $174K
|
49.9K
$7.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 14.11% |
$162K - $186K
|
8.1K
$1.17M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.38K- 10.73% |
$168K - $193K
|
11.5K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.43K- 18.31% |
$174K - $200K
|
6.37K
$918K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.43K- 3.1% |
$174K - $200K
|
44.7K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.45K- 2.23% |
$176K - $203K
|
63.4K
$9.14M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.45K- 49.33% |
$176K - $203K
|
1.49K
$214K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 26.93% |
$176K - $203K
|
3.93K
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.47K- 8.66% |
$179K - $206K
|
15.5K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.48K- 37.75% |
$180K - $207K
|
2.44K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.48K- 61.89% |
$181K - $208K
|
913
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 4.56% |
$183K - $210K
|
31.4K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.52K- 18.61% |
$185K - $213K
|
6.66K
$960K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.55K- 11.19% |
$189K - $217K
|
12.3K
$1.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.61K- 7.4% |
$196K - $225K
|
20.1K
$2.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.64K- 3.21% |
$200K - $230K
|
49.4K
$7.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-1.66K- 5.87% |
$202K - $232K
|
26.6K
$3.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.81K- 18.5% |
$221K - $254K
|
7.99K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.84K- 37.17% |
$224K - $257K
|
3.1K
$447K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.81% |
$224K - $258K
|
36.4K
$5.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.84K- 2.64% |
$225K - $258K
|
68K
$9.8M
|