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 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 11.55% |
$6.06K - $6.71K
|
383
$56.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-50- 0.4% |
$6.06K - $6.71K
|
12.4K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 21.83% |
$6.06K - $6.71K
|
179
$26.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-50- 0.33% |
$6.06K - $6.71K
|
15.2K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 14.25% |
$6.06K - $6.71K
|
301
$44.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-51- 3.77% |
$6.18K - $6.85K
|
1.3K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-51- 1.49% |
$6.18K - $6.85K
|
3.38K
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-52- 1.28% |
$6.3K - $6.98K
|
4.02K
$596K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-58- 1.75% |
$7.02K - $7.79K
|
3.25K
$482K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 20.57% |
$7.02K - $7.79K
|
224
$33.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-64- 0.71% |
$7.75K - $8.59K
|
8.96K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-65- 2.49% |
$7.87K - $8.73K
|
2.55K
$378K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-69- 2.83% |
$8.36K - $9.27K
|
2.37K
$351K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-70- 1.15% |
$8.48K - $9.4K
|
6.02K
$893K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-70- 3.33% |
$8.48K - $9.4K
|
2.03K
$302K
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-71- 0.41% |
$8.6K - $9.53K
|
17.1K
$2.54M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-71- 1.59% |
$8.6K - $9.53K
|
4.4K
$653K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-80- 0.97% |
$9.69K - $10.7K
|
8.2K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-83- 1.47% |
$10.1K - $11.1K
|
5.55K
$824K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-88- 2.86% |
$10.7K - $11.8K
|
2.99K
$443K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 2.74% |
$11.1K - $12.4K
|
3.26K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 1.7% |
$11.1K - $12.4K
|
5.33K
$792K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 2.74% |
$11.1K - $12.4K
|
3.26K
$484K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93- 1.03% |
$11.3K - $12.5K
|
8.96K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-95- 4.13% |
$11.5K - $12.8K
|
2.21K
$327K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-99- 1.27% |
$12K - $13.3K
|
7.72K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 11.52% |
$12.1K - $13.4K
|
768
$114K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-100- 3.26% |
$12.1K - $13.4K
|
2.97K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-101- 1.27% |
$12.2K - $13.6K
|
7.86K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-101- 0.41% |
$12.2K - $13.6K
|
24.8K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-101- 1.74% |
$12.2K - $13.6K
|
5.69K
$845K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-107- 0.65% |
$13K - $14.4K
|
16.3K
$2.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-108- 4.91% |
$13.1K - $14.5K
|
2.09K
$310K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-116- 0.4% |
$14K - $15.6K
|
28.9K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-116- 1.58% |
$14K - $15.6K
|
7.21K
$1.07M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-116- 82.27% |
$14K - $15.6K
|
25
$3.71K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-120- 6.59% |
$14.5K - $16.1K
|
1.7K
$252K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-121- 1.09% |
$14.7K - $16.2K
|
11K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-121- 1.34% |
$14.7K - $16.2K
|
8.91K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-126- 1.52% |
$15.3K - $16.9K
|
8.18K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-130- 2.02% |
$15.7K - $17.5K
|
6.3K
$936K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-135- 3.46% |
$16.3K - $18.1K
|
3.77K
$560K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-137- 0.53% |
$16.6K - $18.4K
|
25.9K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-140- 0.19% |
$17K - $18.8K
|
74.9K
$11.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-141- 11.87% |
$17.1K - $18.9K
|
1.05K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-145- 0.64% |
$17.6K - $19.5K
|
22.7K
$3.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-149- 3.2% |
$18K - $20K
|
4.5K
$668K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-150- 1.24% |
$18.2K - $20.1K
|
11.9K
$1.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 1.58% |
$18.2K - $20.1K
|
9.34K
$1.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 0.56% |
$18.2K - $20.1K
|
26.8K
$3.98M
|