Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q3 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
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
424
+ 4.91%
$51.4K - $56.9K
9.05K $1.32M
Oct 26, 2022 Q3 2022
Capital Investment Counsel, Inc

BUY
 -
423
+ 2.42%
$51.2K - $56.8K
17.9K $2.61M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
414
+ 9.08%
$50.1K - $55.6K
4.97K $724K
Nov 10, 2022 Q3 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
414
+ 13.4%
$50.1K - $55.6K
3.5K $510K
Nov 14, 2022 Q3 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
412
+ 2.17%
$49.9K - $55.3K
19.4K $2.83M
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
409
+ 5.83%
$49.5K - $54.9K
7.43K $1.08M
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
406
+ 1.09%
$49.2K - $54.5K
37.6K $5.48M
Oct 20, 2022 Q3 2022
Girard Partners Ltd.

BUY
 -
403
+ 4.44%
$48.8K - $54.1K
9.47K $1.38M
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
402
+ 1.99%
$48.7K - $54K
20.6K $3.01M
Nov 14, 2022 Q3 2022
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
400
+ 1.23%
$48.4K - $53.7K
32.9K $4.79M
Oct 24, 2022 Q3 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
394
+ 4.0%
$47.7K - $52.9K
10.3K $1.49M
Nov 14, 2022 Q3 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
387
+ 11.07%
$46.9K - $52K
3.88K $566K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
377
+ 8.62%
$45.7K - $50.6K
4.75K $692K
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
377
+ 21.07%
$45.7K - $50.6K
2.17K $315K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
370
+ 1.59%
$44.8K - $49.7K
23.7K $3.45M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
370
New
$44.8K - $49.7K
370 $53.9K
Jan 02, 2024 Q3 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
368
+ 115.36%
$44.6K - $49.4K
687 $100K
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
365
+ 21.8%
$44.2K - $49K
2.04K $297K
Oct 24, 2022 Q3 2022
Cmh Wealth Management LLC

BUY
 -
358
+ 0.9%
$43.4K - $48.1K
39.9K $5.82M
Oct 17, 2022 Q3 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
357
+ 2.78%
$43.2K - $47.9K
13.2K $1.92M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
347
+ 12.08%
$42K - $46.6K
3.22K $469K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
346
+ 8.47%
$41.9K - $46.5K
4.43K $646K
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
333
+ 2.12%
$40.3K - $44.7K
16K $2.33M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
332
+ 11.94%
$40.2K - $44.6K
3.11K $453K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
327
+ 1.25%
$39.6K - $43.9K
26.5K $3.85M
Mar 24, 2023 Q3 2022
Ratio Wealth Group

Denver, CO
BUY
 -
318
+ 3.52%
$38.5K - $42.7K
9.36K $1.36M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
317
+ 7.46%
$38.4K - $42.6K
4.56K $665K
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
315
+ 6.59%
$38.1K - $42.3K
5.09K $742K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
314
+ 29.07%
$38K - $42.2K
1.39K $203K
Nov 14, 2022 Q3 2022
Pacific Sun Financial Corp

BUY
 -
313
+ 10.65%
$37.9K - $42K
3.25K $474K
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
310
+ 8.85%
$37.5K - $41.6K
3.81K $555K
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
308
+ 11.72%
$37.3K - $41.4K
2.94K $428K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
306
+ 209.59%
$37.1K - $41.1K
452 $65.8K
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
301
+ 5.24%
$36.5K - $40.4K
6.05K $881K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
300
New
$36.3K - $40.3K
300 $43.7K
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
298
+ 1.79%
$36.1K - $40K
17K $2.47M
Oct 31, 2022 Q3 2022
Summit Place Financial Advisors, LLC

BUY
 -
290
+ 9.28%
$35.1K - $38.9K
3.42K $497K
Nov 01, 2022 Q3 2022
Fagan Associates, Inc.

BUY
 -
284
+ 2.05%
$34.4K - $38.1K
14.2K $2.06M
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
280
+ 2.83%
$33.9K - $37.6K
10.2K $1.48M
Oct 21, 2022 Q3 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
269
+ 2.72%
$32.6K - $36.1K
10.2K $1.48M
Nov 14, 2022 Q3 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
265
+ 5.0%
$32.1K - $35.6K
5.57K $811K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
264
+ 2.1%
$32K - $35.5K
12.8K $1.87M
Oct 26, 2022 Q3 2022
Cranbrook Wealth Management, LLC

BUY
 -
262
+ 4.2%
$31.7K - $35.2K
6.5K $946K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
260
+ 3.79%
$31.5K - $34.9K
7.12K $1.04M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
259
+ 1.91%
$31.4K - $34.8K
13.8K $2.01M
Oct 11, 2022 Q3 2022
Butensky & Cohen Financial Security, Inc

BUY
 -
258
+ 1.72%
$31.2K - $34.6K
15.3K $2.22M
Oct 24, 2022 Q3 2022
Amarillo National Bank

BUY
 -
254
+ 1.43%
$30.8K - $34.1K
18.1K $2.63M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
253
+ 14.93%
$30.6K - $34K
1.95K $284K
Nov 14, 2022 Q3 2022
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
253
+ 10.48%
$30.6K - $34K
2.67K $388K

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