Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fund Health (XLV)
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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
250+ 1.86% |
$30.3K - $33.6K
|
13.7K
$2M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
248+ 2.84% |
$30K - $33.3K
|
8.98K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
247+ 6.46% |
$29.9K - $33.2K
|
4.07K
$593K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
244+ 14.12% |
$29.6K - $32.8K
|
1.97K
$287K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
241+ 14.56% |
$29.2K - $32.4K
|
1.9K
$276K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
239+ 0.72% |
$28.9K - $32.1K
|
33.4K
$4.86M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 3.84% |
$28.8K - $32K
|
6.44K
$938K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
237+ 1.35% |
$28.7K - $31.8K
|
17.8K
$2.6M
|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
233+ 0.52% |
$28.2K - $31.3K
|
44.9K
$6.54M
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
229+ 6.65% |
$27.7K - $30.8K
|
3.67K
$535K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
229+ 305.33% |
$27.7K - $30.8K
|
304
$44.3K
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
218+ 2.06% |
$26.4K - $29.3K
|
10.8K
$1.57M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
217+ 1.74% |
$26.3K - $29.1K
|
12.7K
$1.84M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
216+ 41.7% |
$26.2K - $29K
|
734
$107K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
213+ 5.77% |
$25.8K - $28.6K
|
3.9K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
213+ 0.57% |
$25.8K - $28.6K
|
37.3K
$5.43M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
208+ 6.53% |
$25.2K - $27.9K
|
3.39K
$494K
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
208+ 4.72% |
$25.2K - $27.9K
|
4.62K
$672K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
202+ 0.52% |
$24.5K - $27.1K
|
38.9K
$5.66M
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
200+ 1.39% |
$24.2K - $26.9K
|
14.6K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
199+ 0.31% |
$24.1K - $26.7K
|
64.9K
$9.45M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
193+ 3.7% |
$23.4K - $25.9K
|
5.41K
$788K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
187+ 3.96% |
$22.6K - $25.1K
|
4.91K
$715K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
186+ 6.76% |
$22.5K - $25K
|
2.94K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
186+ 4.53% |
$22.5K - $25K
|
4.29K
$625K
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
185+ 7.96% |
$22.4K - $24.8K
|
2.51K
$366K
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
180+ 10.34% |
$21.8K - $24.2K
|
1.92K
$280K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
171+ 9.79% |
$20.7K - $23K
|
1.92K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
170New |
$20.6K - $22.8K
|
170
$24.8K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
170+ 2428.57% |
$20.6K - $22.8K
|
177
$25.8K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
168+ 1.22% |
$20.3K - $22.6K
|
14K
$2.04M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
167New |
$20.2K - $22.4K
|
167
$24.3K
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
164+ 65.6% |
$19.9K - $22K
|
414
$60.3K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
160+ 1142.86% |
$19.4K - $21.5K
|
174
$25.3K
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
159+ 1.26% |
$19.3K - $21.4K
|
12.8K
$1.87M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
154New |
$18.7K - $20.7K
|
154
$22.4K
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
152+ 1.45% |
$18.4K - $20.4K
|
10.7K
$1.55M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
150+ 1.08% |
$18.2K - $20.1K
|
14K
$2.04M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
146+ 0.72% |
$17.7K - $19.6K
|
20.3K
$2.96M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
146+ 0.72% |
$17.7K - $19.6K
|
20.3K
$2.96M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
143+ 4.19% |
$17.3K - $19.2K
|
3.55K
$518K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
137+ 1.23% |
$16.6K - $18.4K
|
11.3K
$1.64M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
137+ 4.18% |
$16.6K - $18.4K
|
3.42K
$498K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
135+ 1.01% |
$16.3K - $18.1K
|
13.5K
$1.97M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
130+ 3.59% |
$15.7K - $17.5K
|
3.75K
$546K
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
130+ 3.3% |
$15.7K - $17.5K
|
4.07K
$593K
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
127+ 1.07% |
$15.4K - $17.1K
|
12K
$1.74M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
125+ 5.75% |
$15.1K - $16.8K
|
2.3K
$335K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
121+ 7.32% |
$14.7K - $16.2K
|
1.77K
$258K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
119+ 4.23% |
$14.4K - $16K
|
2.93K
$427K
|