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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.89K- 53.16% |
$231K - $265K
|
1.67K
$244K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.93K- 22.0% |
$235K - $271K
|
6.85K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.94K- 8.4% |
$237K - $272K
|
21.2K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2K- 23.42% |
$244K - $281K
|
6.55K
$957K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.07K- 9.51% |
$252K - $290K
|
19.7K
$2.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.08K- 5.51% |
$253K - $291K
|
35.7K
$5.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-2.09K- 17.97% |
$254K - $292K
|
9.52K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2.1K- 80.77% |
$256K - $294K
|
500
$73.1K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.12K- 35.17% |
$258K - $297K
|
3.9K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.14K- 5.08% |
$260K - $299K
|
39.9K
$5.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.15K- 5.9% |
$262K - $301K
|
34.3K
$5.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2.28K- 24.37% |
$277K - $319K
|
7.06K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.32K- 15.28% |
$282K - $325K
|
12.8K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.36K- 31.68% |
$287K - $330K
|
5.09K
$744K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.37K- 1.24% |
$288K - $331K
|
188K
$27.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.39K- 15.17% |
$291K - $335K
|
13.4K
$1.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-2.4K- 33.39% |
$292K - $336K
|
4.79K
$700K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.57K- 1.92% |
$313K - $360K
|
131K
$19.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 8.92% |
$314K - $361K
|
26.3K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.6K- 1.28% |
$316K - $364K
|
200K
$29.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.6K- 38.09% |
$317K - $364K
|
4.22K
$617K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.65K- 8.38% |
$323K - $371K
|
28.9K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 13.36% |
$333K - $383K
|
17.7K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.79K- 1.87% |
$340K - $391K
|
147K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.82K- 3.57% |
$344K - $396K
|
76.3K
$11.2M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 41.16% |
$347K - $399K
|
4.07K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.91K- 6.09% |
$354K - $407K
|
44.8K
$6.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.94K- 12.52% |
$358K - $412K
|
20.5K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.98K- 26.76% |
$364K - $418K
|
8.17K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.03K- 26.03% |
$369K - $425K
|
8.61K
$1.26M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.2K- 14.82% |
$390K - $449K
|
18.4K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.29K- 4.04% |
$401K - $461K
|
78.1K
$11.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.41K- 7.35% |
$415K - $477K
|
42.9K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.47K- 98.75% |
$423K - $486K
|
44
$6.43K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.86K- 18.25% |
$470K - $541K
|
17.3K
$2.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.91K- 3.99% |
$476K - $548K
|
94.1K
$13.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.99K- 0.73% |
$486K - $559K
|
541K
$79.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.13K- 7.23% |
$503K - $578K
|
53K
$7.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.17K- 21.51% |
$508K - $585K
|
15.2K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.22K- 22.86% |
$514K - $591K
|
14.2K
$2.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-4.22K- 14.62% |
$515K - $592K
|
24.7K
$3.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.24K- 3.0% |
$516K - $593K
|
137K
$20M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.24K- 3.09% |
$516K - $593K
|
133K
$19.4M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4.25K- 7.38% |
$518K - $596K
|
53.3K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.37K- 3.23% |
$532K - $612K
|
131K
$19.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 32.2% |
$535K - $615K
|
9.25K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.41K- 39.34% |
$538K - $618K
|
6.81K
$995K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-4.6K- 42.4% |
$560K - $644K
|
6.25K
$913K
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.76K- 3.88% |
$580K - $667K
|
118K
$17.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4.82K- 25.32% |
$588K - $676K
|
14.2K
$2.08M
|