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 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
48+ 0.07% |
$5.81K - $6.45K
|
66.8K
$9.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
46New |
$5.57K - $6.18K
|
46
$6.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
45+ 5.31% |
$5.45K - $6.04K
|
893
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 0.9% |
$5.45K - $6.04K
|
5.03K
$733K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 1.48% |
$5.45K - $6.04K
|
3.09K
$451K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
43+ 0.71% |
$5.21K - $5.77K
|
6.12K
$891K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2.8% |
$5.21K - $5.77K
|
1.58K
$230K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 1.48% |
$4.97K - $5.51K
|
2.8K
$408K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
41+ 1.3% |
$4.97K - $5.51K
|
3.18K
$464K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
40+ 0.75% |
$4.84K - $5.37K
|
5.35K
$779K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
39+ 0.87% |
$4.72K - $5.24K
|
4.53K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.16% |
$4.48K - $4.97K
|
23.5K
$3.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
36+ 8.13% |
$4.36K - $4.83K
|
479
$69.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 0.12% |
$4.36K - $4.83K
|
30.4K
$4.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
34+ 1.39% |
$4.12K - $4.57K
|
2.47K
$360K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
33+ 4.26% |
$4K - $4.43K
|
808
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 2.29% |
$3.75K - $4.16K
|
1.39K
$202K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
29+ 0.16% |
$3.51K - $3.89K
|
17.9K
$2.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
29New |
$3.51K - $3.89K
|
29
$4.22K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 22.05% |
$3.39K - $3.76K
|
155
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
27+ 0.83% |
$3.27K - $3.63K
|
3.28K
$478K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
25+ 3.88% |
$3.03K - $3.36K
|
669
$97.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
25+ 0.39% |
$3.03K - $3.36K
|
6.46K
$941K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 96.15% |
$3.03K - $3.36K
|
51
$7.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 1.15% |
$3.03K - $3.36K
|
2.2K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 0.25% |
$3.03K - $3.36K
|
9.83K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 0.27% |
$3.03K - $3.36K
|
9.26K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.42% |
$2.66K - $2.95K
|
5.27K
$768K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
22+ 0.43% |
$2.66K - $2.95K
|
5.19K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22+ 1.56% |
$2.66K - $2.95K
|
1.43K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.96% |
$2.66K - $2.95K
|
2.32K
$338K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
21+ 0.11% |
$2.54K - $2.82K
|
18.3K
$2.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
20+ 1.07% |
$2.42K - $2.69K
|
1.89K
$275K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 90.91% |
$2.42K - $2.69K
|
42
$6.12K
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
19+ 0.1% |
$2.3K - $2.55K
|
18.7K
$2.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 0.98% |
$2.06K - $2.28K
|
1.74K
$254K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17+ 1.02% |
$2.06K - $2.28K
|
1.69K
$246K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
17+ 27.87% |
$2.06K - $2.28K
|
78
$11.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 5.11% |
$1.94K - $2.15K
|
329
$47.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16+ 0.37% |
$1.94K - $2.15K
|
4.34K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
15+ 12.93% |
$1.82K - $2.01K
|
131
$19.1K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15+ 0.97% |
$1.82K - $2.01K
|
1.56K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.21% |
$1.7K - $1.88K
|
6.76K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
13New |
$1.57K - $1.75K
|
13
$1.89K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
12+ 0.38% |
$1.45K - $1.61K
|
3.17K
$461K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 0.26% |
$1.45K - $1.61K
|
4.7K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12+ 0.02% |
$1.45K - $1.61K
|
66.9K
$9.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
11+ 0.38% |
$1.33K - $1.48K
|
2.88K
$420K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
10+ 0.47% |
$1.21K - $1.34K
|
2.16K
$314K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10+ 0.32% |
$1.21K - $1.34K
|
3.16K
$460K
|