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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.11% |
$1.21K - $1.34K
|
9.33K
$1.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.29% |
$1.09K - $1.21K
|
3.13K
$465K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.05% |
$1.09K - $1.21K
|
19K
$2.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.43% |
$1.09K - $1.21K
|
2.1K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.31% |
$1.09K - $1.21K
|
2.88K
$427K
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
8+ 0.34% |
$969 - $1.07K
|
2.39K
$354K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.71% |
$969 - $1.07K
|
1.14K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 0.53% |
$969 - $1.07K
|
1.51K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.25% |
$848 - $940
|
2.79K
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.37% |
$848 - $940
|
1.9K
$282K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$727 - $806
|
14.7K
$2.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 1.94% |
$727 - $806
|
315
$46.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
6+ 0.21% |
$727 - $806
|
2.9K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.09% |
$727 - $806
|
6.87K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
5+ 0.17% |
$606 - $671
|
2.93K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
5+ 0.06% |
$606 - $671
|
8.73K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.4% |
$606 - $671
|
1.25K
$185K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 0.89% |
$484 - $537
|
452
$67.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 4.3% |
$484 - $537
|
97
$14.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.13% |
$484 - $537
|
3.1K
$460K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.36% |
$484 - $537
|
1.1K
$163K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.12% |
$484 - $537
|
3.48K
$517K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.09% |
$363 - $403
|
3.39K
$503K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$363 - $403
|
5.66K
$841K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3+ 0.03% |
$363 - $403
|
8.99K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.18% |
$363 - $403
|
1.67K
$248K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$242 - $269
|
2
$297
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2+ 0.11% |
$242 - $269
|
1.78K
$264K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.07% |
$242 - $269
|
2.71K
$402K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.57% |
$242 - $269
|
353
$52.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.14% |
$242 - $269
|
1.39K
$207K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.29% |
$242 - $269
|
699
$104K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.33% |
$242 - $269
|
605
$89.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$121 - $134
|
238
$35.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$121 - $134
|
1.1K
$163K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.38% |
$121 - $134
|
262
$38.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.48% |
$121 - $134
|
209
$31K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.33% |
$121 - $134
|
304
$45.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.42% |
$121 - $134
|
237
$35.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$121 - $134
|
2.24K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$121 - $134
|
1.77K
$263K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.08% |
$121 - $134
|
1.23K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$121 - $134
|
1.36K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$121 - $134
|
1
$148
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1- 0.01% |
$121 - $134
|
16.6K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$121 - $134
|
5.55K
$824K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2- 0.04% |
$242 - $269
|
4.69K
$697K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 0.31% |
$363 - $403
|
971
$144K
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-3- 0.13% |
$363 - $403
|
2.24K
$333K
|