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 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10+ 0.14% |
$1.2K - $1.43K
|
6.95K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10+ 0.29% |
$1.2K - $1.43K
|
3.42K
$503K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.12% |
$1.2K - $1.43K
|
8.1K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.31% |
$1.08K - $1.29K
|
2.87K
$422K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.3% |
$839 - $1K
|
2.38K
$350K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.42% |
$839 - $1K
|
1.66K
$244K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
6+ 0.35% |
$719 - $857
|
1.7K
$250K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 0.07% |
$719 - $857
|
8.3K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$719 - $857
|
4.11K
$604K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.09% |
$719 - $857
|
6.87K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.32% |
$719 - $857
|
1.9K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.09% |
$599 - $714
|
5.75K
$845K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5+ 0.23% |
$599 - $714
|
2.16K
$317K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.17% |
$599 - $714
|
2.87K
$422K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5+ 0.29% |
$599 - $714
|
1.73K
$254K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4+ 0.21% |
$480 - $571
|
1.9K
$279K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.15% |
$480 - $571
|
2.76K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.14% |
$480 - $571
|
2.78K
$409K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.37% |
$480 - $571
|
1.1K
$161K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.23% |
$480 - $571
|
1.73K
$255K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.04% |
$480 - $571
|
10.3K
$1.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.43% |
$360 - $428
|
697
$102K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.1% |
$360 - $428
|
3.1K
$455K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$360 - $428
|
3
$441
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.5% |
$360 - $428
|
603
$88.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.07% |
$240 - $286
|
2.71K
$398K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.2% |
$240 - $286
|
1K
$147K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$120 - $143
|
237
$34.8K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.79% |
$120 - $143
|
127
$18.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.43% |
$120 - $143
|
236
$34.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.05% |
$120 - $143
|
2.2K
$323K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.33% |
$120 - $143
|
303
$44.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.08% |
$120 - $143
|
1.24K
$182K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$120 - $143
|
2.06K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.29% |
$120 - $143
|
351
$51.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.01% |
$120 - $143
|
7.96K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.05% |
$360 - $428
|
6.1K
$897K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.05% |
$599 - $714
|
10.6K
$1.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.76% |
$599 - $714
|
655
$96.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-5- 0.04% |
$599 - $714
|
13K
$1.91M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 16.13% |
$599 - $714
|
26
$3.82K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6- 11.76% |
$719 - $857
|
45
$6.62K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6- 0.16% |
$719 - $857
|
3.69K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7- 0.09% |
$839 - $1K
|
7.58K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-7- 0.13% |
$839 - $1K
|
5.3K
$779K
|
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-7- 0.05% |
$839 - $1K
|
15.5K
$2.27M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-8- 0.04% |
$959 - $1.14K
|
19.5K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8- 0.4% |
$959 - $1.14K
|
1.98K
$291K
|