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 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
4.87KNew |
$617K - $680K
|
4.87K
$710K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.8KNew |
$608K - $669K
|
4.8K
$699K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
4.79KNew |
$607K - $668K
|
4.79K
$698K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
4.69K+ 312.24% |
$594K - $654K
|
6.2K
$903K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.66K+ 5.74% |
$590K - $650K
|
85.9K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.66K+ 59.54% |
$590K - $650K
|
12.5K
$1.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.65K+ 10.77% |
$588K - $648K
|
47.8K
$6.96M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.62K+ 48.61% |
$585K - $645K
|
14.1K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.6K+ 34.3% |
$582K - $642K
|
18K
$2.62M
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
4.59KNew |
$581K - $640K
|
4.59K
$669K
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.58K+ 197.12% |
$580K - $639K
|
6.91K
$1.01M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.55K+ 67.55% |
$576K - $634K
|
11.3K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.5K+ 128.91% |
$570K - $628K
|
8K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.42K+ 13.43% |
$559K - $616K
|
37.3K
$5.44M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.42K+ 50.47% |
$559K - $616K
|
13.2K
$1.92M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
4.37K+ 37.9% |
$553K - $610K
|
15.9K
$2.32M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.32KNew |
$547K - $603K
|
4.32K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.3K+ 318.93% |
$544K - $599K
|
5.64K
$822K
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
4.24K+ 11.65% |
$536K - $591K
|
40.6K
$5.91M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
4.22K+ 9.14% |
$533K - $588K
|
50.3K
$7.33M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.13KNew |
$522K - $575K
|
4.13K
$601K
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.09K+ 16.51% |
$517K - $570K
|
28.8K
$4.2M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.08K+ 13.97% |
$516K - $569K
|
33.3K
$4.85M
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
4.07K+ 3.98% |
$515K - $568K
|
106K
$15.5M
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.04K+ 28.1% |
$512K - $564K
|
18.4K
$2.68M
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.03K+ 28.34% |
$510K - $562K
|
18.3K
$2.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.02K+ 12.39% |
$509K - $561K
|
36.5K
$5.32M
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.01K+ 7.28% |
$507K - $559K
|
59.1K
$8.6M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4K+ 3.67% |
$506K - $557K
|
113K
$16.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.92K+ 1.43% |
$496K - $546K
|
277K
$40.4M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3.88K+ 47.23% |
$491K - $541K
|
12.1K
$1.76M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.8K+ 3.68% |
$480K - $529K
|
107K
$15.6M
|
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.79K+ 8.86% |
$480K - $529K
|
46.6K
$6.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.76KNew |
$476K - $524K
|
3.76K
$548K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.74K+ 4.24% |
$473K - $521K
|
91.9K
$13.4M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.65KNew |
$462K - $509K
|
3.65K
$532K
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.59K+ 5.74% |
$454K - $501K
|
66.1K
$9.63M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
3.56KNew |
$451K - $497K
|
3.56K
$519K
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.51K+ 10.34% |
$444K - $489K
|
37.4K
$5.45M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.5K+ 216.18% |
$443K - $488K
|
5.12K
$746K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.4K+ 32.56% |
$431K - $475K
|
13.9K
$2.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.4K+ 19.06% |
$431K - $475K
|
21.3K
$3.1M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.39K+ 6.2% |
$429K - $472K
|
58K
$8.45M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.29K+ 24.61% |
$417K - $459K
|
16.7K
$2.43M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
3.24K+ 7.33% |
$410K - $452K
|
47.5K
$6.91M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
3.23KNew |
$408K - $450K
|
3.23K
$470K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$396K - $437K
|
3.13K
$456K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.13KNew |
$396K - $437K
|
3.13K
$456K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.03K+ 8.4% |
$383K - $422K
|
39.1K
$5.69M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
3.01K+ 21.06% |
$381K - $419K
|
17.3K
$2.52M
|