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 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5K+ 23.54% |
$1.89M - $2.17M
|
81.5K
$11.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
15.4K+ 46.99% |
$1.87M - $2.15M
|
48.1K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.87M - $2.15M
|
15.4K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 19.61% |
$1.86M - $2.14M
|
93.1K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14.9KNew |
$1.82M - $2.09M
|
14.9K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
14.6KNew |
$1.78M - $2.05M
|
14.6K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 66.6% |
$1.78M - $2.05M
|
36.6K
$5.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.5K+ 32.7% |
$1.76M - $2.03M
|
58.7K
$8.49M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.2KNew |
$1.73M - $1.99M
|
14.2K
$2.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2K+ 23.21% |
$1.73M - $1.99M
|
75.4K
$10.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 21.5% |
$1.73M - $1.99M
|
80.1K
$11.6M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.1KNew |
$1.72M - $1.97M
|
14.1K
$2.04M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 54.6% |
$1.71M - $1.97M
|
39.8K
$5.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.1K+ 3.66% |
$1.71M - $1.97M
|
399K
$57.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 200.0% |
$1.71M - $1.96M
|
21K
$3.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.9KNew |
$1.69M - $1.95M
|
13.9K
$2.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
13.7K+ 29856.52% |
$1.67M - $1.92M
|
13.8K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13.7K+ 2377.78% |
$1.67M - $1.92M
|
14.3K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.5K+ 4.66% |
$1.65M - $1.9M
|
304K
$44M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.5K+ 70.73% |
$1.64M - $1.89M
|
32.5K
$4.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.4K+ 18.94% |
$1.63M - $1.88M
|
84.2K
$12.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
13.3K+ 15.78% |
$1.62M - $1.87M
|
97.7K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.1KNew |
$1.6M - $1.84M
|
13.1K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
13.1K+ 121.1% |
$1.59M - $1.83M
|
23.9K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
12.9K+ 10.33% |
$1.58M - $1.81M
|
138K
$20M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
12.6K+ 120.56% |
$1.54M - $1.77M
|
23.1K
$3.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Symmetry Investments LP
|
BUY
|
- |
12.6K+ 77.25% |
$1.53M - $1.76M
|
28.9K
$4.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
12.6KNew |
$1.53M - $1.76M
|
12.6K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
12.5K+ 141.48% |
$1.52M - $1.75M
|
21.3K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5KNew |
$1.52M - $1.75M
|
12.5K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.3K+ 13.81% |
$1.5M - $1.73M
|
102K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.2K+ 7.59% |
$1.48M - $1.71M
|
173K
$25M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
12.1K+ 23.68% |
$1.47M - $1.7M
|
63.2K
$9.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.7K+ 72.14% |
$1.43M - $1.64M
|
28K
$4.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
11.5K+ 27.59% |
$1.4M - $1.61M
|
53.3K
$7.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$1.4M - $1.61M
|
11.5K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 128.02% |
$1.4M - $1.61M
|
20.5K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.3KNew |
$1.38M - $1.59M
|
11.3K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
10.9K+ 378.84% |
$1.33M - $1.53M
|
13.8K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
10.8K+ 294.12% |
$1.32M - $1.51M
|
14.5K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.8KNew |
$1.31M - $1.51M
|
10.8K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
10.7K+ 47.21% |
$1.31M - $1.5M
|
33.4K
$4.84M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.7K+ 138.33% |
$1.3M - $1.5M
|
18.4K
$2.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 96.9% |
$1.27M - $1.46M
|
21.2K
$3.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.4K+ 15.25% |
$1.27M - $1.46M
|
78.7K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 27.35% |
$1.27M - $1.45M
|
48.3K
$7M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 25.46% |
$1.26M - $1.45M
|
51.1K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 153.17% |
$1.26M - $1.44M
|
17K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$1.24M - $1.43M
|
10.2K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.2K+ 89.47% |
$1.24M - $1.43M
|
21.6K
$3.13M
|