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 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.21K+ 3.43% |
$391K - $449K
|
96.7K
$13.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.18K+ 49.41% |
$388K - $446K
|
9.62K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.15KNew |
$384K - $441K
|
3.15K
$454K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.15K+ 29.43% |
$383K - $441K
|
13.8K
$2M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.13KNew |
$382K - $439K
|
3.13K
$451K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$380K - $436K
|
3.12K
$449K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 53.11% |
$379K - $436K
|
8.97K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.1K+ 13.13% |
$377K - $434K
|
26.7K
$3.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.09KNew |
$377K - $433K
|
3.09K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.06K+ 59.7% |
$373K - $429K
|
8.19K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.03K+ 9.41% |
$369K - $425K
|
35.3K
$5.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3K+ 13.1% |
$365K - $420K
|
25.9K
$3.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.99K+ 2.92% |
$364K - $419K
|
105K
$15.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.99K+ 52.93% |
$364K - $418K
|
8.62K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.97K+ 56.86% |
$362K - $417K
|
8.2K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.97KNew |
$362K - $416K
|
2.97K
$428K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 13.68% |
$361K - $415K
|
24.6K
$3.55M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.94KNew |
$358K - $412K
|
2.94K
$424K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.92K+ 18.02% |
$356K - $410K
|
19.1K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.9KNew |
$353K - $406K
|
2.9K
$418K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.89K+ 8.41% |
$352K - $404K
|
37.2K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.88KNew |
$351K - $404K
|
2.88K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.88K+ 68.71% |
$350K - $403K
|
7.06K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.87K+ 96.53% |
$349K - $402K
|
5.84K
$841K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.84K+ 29.78% |
$346K - $398K
|
12.4K
$1.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.84K+ 13.94% |
$346K - $397K
|
23.2K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.82K+ 75.14% |
$344K - $396K
|
6.58K
$949K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.81KNew |
$342K - $393K
|
2.81K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 6.83% |
$341K - $392K
|
43.8K
$6.32M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.79KNew |
$339K - $390K
|
2.79K
$402K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.77KNew |
$338K - $389K
|
2.77K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.74KNew |
$334K - $384K
|
2.74K
$395K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.72K+ 8.34% |
$331K - $381K
|
35.3K
$5.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.7K+ 118.46% |
$329K - $378K
|
4.98K
$718K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.68KNew |
$327K - $376K
|
2.68K
$387K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.66K+ 7.11% |
$324K - $373K
|
40.1K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
2.63K+ 20.53% |
$320K - $368K
|
15.4K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.62K+ 3.2% |
$319K - $367K
|
84.4K
$12.2M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.62KNew |
$319K - $367K
|
2.62K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 18.81% |
$317K - $365K
|
16.4K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.6KNew |
$317K - $364K
|
2.6K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.59K+ 13.89% |
$316K - $363K
|
21.3K
$3.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.59K+ 18.35% |
$315K - $363K
|
16.7K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.57K+ 145.34% |
$314K - $361K
|
4.35K
$626K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.55K+ 7.47% |
$310K - $357K
|
36.6K
$5.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.53K+ 8.62% |
$308K - $355K
|
31.9K
$4.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.53KNew |
$308K - $354K
|
2.53K
$365K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.51K+ 3.08% |
$305K - $351K
|
83.8K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.5KNew |
$304K - $350K
|
2.5K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.5KNew |
$304K - $350K
|
2.5K
$360K
|