Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
545+ 226.14% |
$69K - $76K
|
786
$116K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
535+ 22.48% |
$67.7K - $74.6K
|
2.92K
$429K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
531+ 0.5% |
$67.2K - $74K
|
106K
$15.6M
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
528+ 282.35% |
$66.8K - $73.6K
|
715
$105K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
528+ 19.85% |
$66.8K - $73.6K
|
3.19K
$469K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
515+ 30.86% |
$65.2K - $71.8K
|
2.18K
$321K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
510New |
$64.5K - $71.1K
|
510
$75K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
510+ 5.68% |
$64.5K - $71.1K
|
9.5K
$1.4M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
499+ 20.95% |
$63.1K - $69.6K
|
2.88K
$424K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
494+ 1.22% |
$62.5K - $68.9K
|
40.8K
$6M
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
493+ 4.41% |
$62.4K - $68.7K
|
11.7K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
490+ 4.31% |
$62K - $68.3K
|
11.9K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
484New |
$61.3K - $67.5K
|
484
$71.2K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
463+ 3.63% |
$58.6K - $64.6K
|
13.2K
$1.94M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
462+ 29.43% |
$58.5K - $64.4K
|
2.03K
$299K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
456+ 21.17% |
$57.7K - $63.6K
|
2.61K
$384K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
443+ 4.1% |
$56.1K - $61.8K
|
11.3K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
440+ 7.44% |
$55.7K - $61.4K
|
6.35K
$934K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
438New |
$55.4K - $61.1K
|
438
$64.4K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
433New |
$54.8K - $60.4K
|
433
$63.7K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
428New |
$54.2K - $59.7K
|
428
$62.9K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
421+ 25.92% |
$53.3K - $58.7K
|
2.05K
$301K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
410+ 17.32% |
$51.9K - $57.2K
|
2.78K
$408K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
400New |
$50.6K - $55.8K
|
400
$58.8K
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
400+ 1.89% |
$50.6K - $55.8K
|
21.6K
$3.17M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
398+ 8.08% |
$50.4K - $55.5K
|
5.32K
$783K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
388+ 2.01% |
$49.1K - $54.1K
|
19.7K
$2.9M
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
381+ 2.72% |
$48.2K - $53.1K
|
14.4K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
380+ 5.73% |
$48.1K - $53K
|
7.01K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
379+ 2.47% |
$48K - $52.8K
|
15.7K
$2.31M
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
377+ 16.21% |
$47.7K - $52.6K
|
2.7K
$397K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
375+ 1.8% |
$47.5K - $52.3K
|
21.2K
$3.11M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
373New |
$47.2K - $52K
|
373
$54.8K
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
367+ 8.5% |
$46.4K - $51.2K
|
4.69K
$689K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
364+ 5.95% |
$46.1K - $50.8K
|
6.48K
$953K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
364+ 4.61% |
$46.1K - $50.8K
|
8.26K
$1.21M
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
363+ 1.09% |
$45.9K - $50.6K
|
33.6K
$4.94M
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
360+ 12.19% |
$45.6K - $50.2K
|
3.31K
$487K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
350+ 4.97% |
$44.3K - $48.8K
|
7.4K
$1.09M
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
350+ 5.51% |
$44.3K - $48.8K
|
6.7K
$985K
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
344+ 0.59% |
$43.5K - $48K
|
58.5K
$8.61M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
341+ 6.84% |
$43.2K - $47.5K
|
5.33K
$784K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
340+ 5.78% |
$43K - $47.4K
|
6.22K
$914K
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
338+ 3.89% |
$42.8K - $47.1K
|
9.03K
$1.33M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
333+ 10.7% |
$42.1K - $46.4K
|
3.45K
$507K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
333+ 1.22% |
$42.1K - $46.4K
|
27.6K
$4.06M
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
330+ 1.38% |
$41.8K - $46K
|
24.3K
$3.57M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
327+ 109.0% |
$41.4K - $45.6K
|
627
$92.2K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
326+ 2.73% |
$41.3K - $45.5K
|
12.3K
$1.8M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
316+ 3.07% |
$40K - $44.1K
|
10.6K
$1.56M
|