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
|
Jag Capital Management, LLC
|
SELL
|
- |
-160- 2.08% |
$19.4K - $21.5K
|
7.53K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-161- 1.68% |
$19.5K - $21.6K
|
9.43K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-162- 5.06% |
$19.6K - $21.8K
|
3.04K
$451K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-165- 0.85% |
$20K - $22.2K
|
19.3K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-167Closed |
$20.2K - $22.4K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-168- 7.1% |
$20.3K - $22.6K
|
2.2K
$326K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-169- 1.85% |
$20.5K - $22.7K
|
8.96K
$1.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-170- 3.96% |
$20.6K - $22.8K
|
4.12K
$611K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-170- 6.28% |
$20.6K - $22.8K
|
2.54K
$376K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-172- 7.56% |
$20.8K - $23.1K
|
2.1K
$312K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-174- 2.9% |
$21.1K - $23.4K
|
5.82K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-177- 2.86% |
$21.4K - $23.8K
|
6.01K
$893K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-188- 1.55% |
$22.8K - $25.2K
|
12K
$1.78M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-188- 8.72% |
$22.8K - $25.2K
|
1.97K
$292K
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-190- 2.22% |
$23K - $25.5K
|
8.36K
$1.24M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-197- 8.27% |
$23.9K - $26.5K
|
2.18K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-197- 10.52% |
$23.9K - $26.5K
|
1.68K
$249K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-199- 4.58% |
$24.1K - $26.7K
|
4.15K
$616K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-200- 4.82% |
$24.2K - $26.9K
|
3.95K
$587K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 8.3% |
$24.2K - $26.9K
|
2.21K
$328K
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 4.56% |
$24.2K - $26.9K
|
4.18K
$621K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-213- 4.67% |
$25.8K - $28.6K
|
4.35K
$646K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-220- 4.59% |
$26.6K - $29.5K
|
4.57K
$679K
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-220- 6.52% |
$26.6K - $29.5K
|
3.16K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-220- 5.1% |
$26.6K - $29.5K
|
4.09K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-222- 2.03% |
$26.9K - $29.8K
|
10.7K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-225- 2.65% |
$27.2K - $30.2K
|
8.25K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-235- 3.85% |
$28.5K - $31.6K
|
5.86K
$870K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-237- 8.89% |
$28.7K - $31.8K
|
2.43K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-240- 2.9% |
$29.1K - $32.2K
|
8.03K
$1.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-245- 9.72% |
$29.7K - $32.9K
|
2.28K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-245- 2.2% |
$29.7K - $32.9K
|
10.9K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 2.09% |
$30.3K - $33.6K
|
11.7K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-251- 1.25% |
$30.4K - $33.7K
|
19.9K
$2.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-253- 4.08% |
$30.6K - $34K
|
5.94K
$882K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-258- 4.29% |
$31.2K - $34.6K
|
5.75K
$854K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-259- 0.01% |
$31.4K - $34.8K
|
1.85M
$274M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-263- 1.41% |
$31.9K - $35.3K
|
18.4K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-263- 14.68% |
$31.9K - $35.3K
|
1.53K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-265- 35.52% |
$32.1K - $35.6K
|
481
$71.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-275- 1.33% |
$33.3K - $36.9K
|
20.3K
$3.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-275- 2.12% |
$33.3K - $36.9K
|
12.7K
$1.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-275- 2.23% |
$33.3K - $36.9K
|
12K
$1.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-277- 1.09% |
$33.5K - $37.2K
|
25.1K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-290- 1.88% |
$35.1K - $38.9K
|
15.2K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-291- 9.56% |
$35.2K - $39.1K
|
2.75K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-293- 14.32% |
$35.5K - $39.3K
|
1.75K
$260K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-304- 0.46% |
$36.8K - $40.8K
|
65.7K
$9.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-310- 9.29% |
$37.5K - $41.6K
|
3.03K
$449K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-317- 12.98% |
$38.4K - $42.6K
|
2.13K
$315K
|