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 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
189+ 8.65% |
$23.9K - $26.4K
|
2.37K
$346K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
185+ 15.95% |
$23.4K - $25.8K
|
1.35K
$196K
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
185+ 4.8% |
$23.4K - $25.8K
|
4.04K
$588K
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
182+ 5.51% |
$23K - $25.4K
|
3.48K
$507K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
181+ 81.53% |
$22.9K - $25.2K
|
403
$58.7K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
178+ 11.51% |
$22.5K - $24.8K
|
1.72K
$251K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
177+ 1264.29% |
$22.4K - $24.7K
|
191
$27.8K
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
BUY
|
- |
176+ 0.76% |
$22.3K - $24.5K
|
23.2K
$3.38M
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 1.27% |
$21.8K - $24K
|
13.7K
$1.99M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
171+ 12.22% |
$21.6K - $23.8K
|
1.57K
$229K
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
171+ 2.24% |
$21.6K - $23.8K
|
7.8K
$1.14M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
170+ 1.96% |
$21.5K - $23.7K
|
8.85K
$1.29M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
165New |
$20.9K - $23K
|
165
$24K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
163+ 5.91% |
$20.6K - $22.7K
|
2.92K
$426K
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
159+ 0.76% |
$20.1K - $22.2K
|
21K
$3.06M
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
156New |
$19.7K - $21.8K
|
156
$22.7K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
156+ 0.64% |
$19.7K - $21.8K
|
24.5K
$3.58M
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
156+ 210.81% |
$19.7K - $21.8K
|
230
$33.5K
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
155+ 1.32% |
$19.6K - $21.6K
|
11.9K
$1.73M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
154+ 9.09% |
$19.5K - $21.5K
|
1.85K
$269K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
153+ 5.34% |
$19.4K - $21.3K
|
3.02K
$440K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
151+ 2.06% |
$19.1K - $21.1K
|
7.5K
$1.09M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151+ 3.19% |
$19.1K - $21.1K
|
4.89K
$712K
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
BUY
|
- |
150+ 7.89% |
$19K - $20.9K
|
2.05K
$299K
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
147+ 130.09% |
$18.6K - $20.5K
|
260
$37.9K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
147+ 3.78% |
$18.6K - $20.5K
|
4.03K
$587K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
146+ 61.34% |
$18.5K - $20.4K
|
384
$55.9K
|
|
Apr 29, 2022
Q1 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
144+ 8.48% |
$18.2K - $20.1K
|
1.84K
$268K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
144+ 21.75% |
$18.2K - $20.1K
|
806
$117K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
142+ 10.61% |
$18K - $19.8K
|
1.48K
$216K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
134+ 13.97% |
$17K - $18.7K
|
1.09K
$159K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
133+ 2.58% |
$16.8K - $18.5K
|
5.29K
$770K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
127+ 2.22% |
$16.1K - $17.7K
|
5.85K
$852K
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
120+ 7.06% |
$15.2K - $16.7K
|
1.82K
$265K
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
120+ 0.23% |
$15.2K - $16.7K
|
51.3K
$7.47M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
119+ 0.17% |
$15.1K - $16.6K
|
69.7K
$10.2M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
119+ 2.74% |
$15.1K - $16.6K
|
4.47K
$651K
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
118+ 1.44% |
$14.9K - $16.5K
|
8.33K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
115+ 0.12% |
$14.6K - $16K
|
99.5K
$14.5M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
110+ 2.52% |
$13.9K - $15.3K
|
4.47K
$651K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
107+ 1.93% |
$13.5K - $14.9K
|
5.64K
$822K
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
104+ 4.97% |
$13.2K - $14.5K
|
2.2K
$320K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
104New |
$13.2K - $14.5K
|
104
$15.1K
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
104+ 7.97% |
$13.2K - $14.5K
|
1.41K
$205K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
104+ 5.06% |
$13.2K - $14.5K
|
2.16K
$315K
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
102+ 1.04% |
$12.9K - $14.2K
|
9.93K
$1.45M
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
102+ 3.87% |
$12.9K - $14.2K
|
2.74K
$399K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102+ 2.54% |
$12.9K - $14.2K
|
4.12K
$600K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
101+ 27.9% |
$12.8K - $14.1K
|
463
$67.4K
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
101+ 1.41% |
$12.8K - $14.1K
|
7.29K
$1.06M
|