Purchases and Sales Made in Q2 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
420New |
$50.4K - $60K
|
420
$61.8K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
417+ 22.66% |
$50K - $59.6K
|
2.26K
$332K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
411+ 18.42% |
$49.3K - $58.7K
|
2.64K
$388K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
409+ 19.62% |
$49K - $58.4K
|
2.49K
$367K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
409+ 0.85% |
$49K - $58.4K
|
48.8K
$7.17M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
404+ 16.5% |
$48.4K - $57.7K
|
2.85K
$419K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
403+ 13.51% |
$48.3K - $57.6K
|
3.39K
$498K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
403+ 1612.0% |
$48.3K - $57.6K
|
428
$62.9K
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
400+ 5.41% |
$48K - $57.1K
|
7.8K
$1.15M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
387New |
$46.4K - $55.3K
|
387
$56.9K
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
387+ 24.28% |
$46.4K - $55.3K
|
1.98K
$291K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
380+ 3.89% |
$45.6K - $54.3K
|
10.2K
$1.49M
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
378+ 0.4% |
$45.3K - $54K
|
94.1K
$13.8M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
372+ 2.18% |
$44.6K - $53.1K
|
17.4K
$2.56M
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
367+ 16.85% |
$44K - $52.4K
|
2.55K
$374K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
365+ 7.13% |
$43.8K - $52.1K
|
5.48K
$806K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
365+ 4.07% |
$43.8K - $52.1K
|
9.34K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
360+ 0.57% |
$43.2K - $51.4K
|
63.2K
$9.3M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
355+ 6.29% |
$42.6K - $50.7K
|
6K
$882K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
351+ 7.64% |
$42.1K - $50.1K
|
4.94K
$727K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
350+ 5.98% |
$42K - $50K
|
6.2K
$912K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
348+ 3.29% |
$41.7K - $49.7K
|
10.9K
$1.6M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
341+ 5.59% |
$40.9K - $48.7K
|
6.44K
$946K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
341+ 12.62% |
$40.9K - $48.7K
|
3.04K
$448K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
329+ 51.01% |
$39.4K - $47K
|
974
$143K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
326+ 0.68% |
$39.1K - $46.6K
|
48.1K
$7.07M
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
326+ 7.3% |
$39.1K - $46.6K
|
4.79K
$705K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
323+ 8.28% |
$38.7K - $46.1K
|
4.23K
$621K
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
320+ 0.82% |
$38.4K - $45.7K
|
39.3K
$5.78M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
315+ 18.55% |
$37.8K - $45K
|
2.01K
$296K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
314New |
$37.6K - $44.8K
|
314
$46.2K
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
314+ 0.68% |
$37.6K - $44.8K
|
46.5K
$6.84M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
313+ 186.31% |
$37.5K - $44.7K
|
481
$70.7K
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
310+ 6.49% |
$37.2K - $44.3K
|
5.09K
$748K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
310+ 4.1% |
$37.2K - $44.3K
|
7.87K
$1.16M
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
309+ 3.65% |
$37K - $44.1K
|
8.77K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
308+ 8.77% |
$36.9K - $44K
|
3.82K
$562K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
308+ 5.79% |
$36.9K - $44K
|
5.63K
$828K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
302+ 34.01% |
$36.2K - $43.1K
|
1.19K
$175K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300+ 6.17% |
$36K - $42.8K
|
5.16K
$759K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
300+ 12.47% |
$36K - $42.8K
|
2.71K
$398K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
299+ 10.13% |
$35.8K - $42.7K
|
3.25K
$478K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
299+ 5.58% |
$35.8K - $42.7K
|
5.66K
$832K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
297+ 2.48% |
$35.6K - $42.4K
|
12.3K
$1.81M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
295+ 3.27% |
$35.4K - $42.1K
|
9.31K
$1.37M
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
295+ 9.88% |
$35.4K - $42.1K
|
3.28K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
294+ 0.19% |
$35.2K - $42K
|
153K
$22.5M
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
293New |
$35.1K - $41.8K
|
293
$43.1K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
283+ 2.51% |
$33.9K - $40.4K
|
11.5K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
281+ 1040.74% |
$33.7K - $40.1K
|
308
$45.3K
|