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 |
---|---|---|---|---|---|---|---|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
280+ 17.74% |
$33.6K - $40K
|
1.86K
$273K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
276+ 0.71% |
$33.1K - $39.4K
|
39.2K
$5.76M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
273+ 2.24% |
$32.7K - $39K
|
12.4K
$1.83M
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
272+ 9.93% |
$32.6K - $38.8K
|
3.01K
$443K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
271+ 6.71% |
$32.5K - $38.7K
|
4.31K
$634K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
266+ 14.08% |
$31.9K - $38K
|
2.16K
$317K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
261+ 7.32% |
$31.3K - $37.3K
|
3.83K
$563K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248+ 4.7% |
$29.7K - $35.4K
|
5.53K
$813K
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
242+ 1.34% |
$29K - $34.6K
|
18.2K
$2.68M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
240+ 11.65% |
$28.8K - $34.3K
|
2.3K
$338K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
237+ 2.56% |
$28.4K - $33.9K
|
9.49K
$1.4M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
232+ 10.87% |
$27.8K - $33.1K
|
2.37K
$348K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
232+ 800.0% |
$27.8K - $33.1K
|
261
$38.4K
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
227+ 11.49% |
$27.2K - $32.4K
|
2.2K
$324K
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
224+ 0.89% |
$26.9K - $32K
|
25.5K
$3.75M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
223+ 8.42% |
$26.7K - $31.9K
|
2.87K
$422K
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
220+ 1.82% |
$26.4K - $31.4K
|
12.3K
$1.81M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
219+ 7.74% |
$26.3K - $31.3K
|
3.05K
$448K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
219+ 3.22% |
$26.3K - $31.3K
|
7.02K
$1.03M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
217+ 2.18% |
$26K - $31K
|
10.2K
$1.5M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
210+ 2.0% |
$25.2K - $30K
|
10.7K
$1.57M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
209+ 2.75% |
$25.1K - $29.9K
|
7.82K
$1.15M
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
201+ 1.73% |
$24.1K - $28.7K
|
11.8K
$1.74M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.85% |
$24K - $28.6K
|
23.6K
$3.47M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
200+ 82.3% |
$24K - $28.6K
|
443
$65.1K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
196+ 3.29% |
$23.5K - $28K
|
6.16K
$905K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
194+ 0.2% |
$23.3K - $27.7K
|
97.1K
$14.3M
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
193+ 4.23% |
$23.1K - $27.6K
|
4.75K
$699K
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
191+ 6.33% |
$22.9K - $27.3K
|
3.21K
$472K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
191New |
$22.9K - $27.3K
|
191
$28.1K
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
186+ 8.47% |
$22.3K - $26.6K
|
2.38K
$350K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183+ 0.88% |
$21.9K - $26.1K
|
20.9K
$3.07M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
176+ 1.89% |
$21.1K - $25.1K
|
9.48K
$1.39M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
172+ 8.18% |
$20.6K - $24.6K
|
2.27K
$334K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
170+ 8.49% |
$20.4K - $24.3K
|
2.17K
$320K
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
168+ 5.63% |
$20.1K - $24K
|
3.15K
$464K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165+ 5.18% |
$19.8K - $23.6K
|
3.35K
$493K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165+ 5.18% |
$19.8K - $23.6K
|
3.35K
$493K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
164+ 4.55% |
$19.7K - $23.4K
|
3.77K
$554K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
157+ 1.03% |
$18.8K - $22.4K
|
15.4K
$2.27M
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
156+ 4.35% |
$18.7K - $22.3K
|
3.74K
$551K
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
150+ 6.05% |
$18K - $21.4K
|
2.63K
$387K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 0.74% |
$18K - $21.4K
|
20.5K
$3.02M
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 25.0% |
$18K - $21.4K
|
750
$110K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
150+ 1.8% |
$18K - $21.4K
|
8.48K
$1.25M
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
145New |
$17.4K - $20.7K
|
145
$21.3K
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
142+ 1.21% |
$17K - $20.3K
|
11.9K
$1.75M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
135+ 2.66% |
$16.2K - $19.3K
|
5.22K
$767K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
135+ 10.26% |
$16.2K - $19.3K
|
1.45K
$213K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
134+ 0.57% |
$16.1K - $19.1K
|
23.8K
$3.5M
|