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
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-321- 0.48% |
$38.9K - $43.1K
|
66.1K
$9.81M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-325Closed |
$39.4K - $43.6K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-326- 0.53% |
$39.5K - $43.8K
|
60.7K
$9.02M
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-330- 0.86% |
$40K - $44.3K
|
38.1K
$5.66M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-335- 3.59% |
$40.6K - $45K
|
9.01K
$1.34M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-338- 3.63% |
$40.9K - $45.4K
|
8.98K
$1.33M
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-339- 3.4% |
$41.1K - $45.5K
|
9.63K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-342- 6.82% |
$41.4K - $45.9K
|
4.68K
$694K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-343- 2.92% |
$41.5K - $46.1K
|
11.4K
$1.69M
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-346- 3.79% |
$41.9K - $46.5K
|
8.78K
$1.3M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-354- 17.4% |
$42.9K - $47.5K
|
1.68K
$249K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-355- 2.86% |
$43K - $47.7K
|
12.1K
$1.79M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-356- 0.77% |
$43.1K - $47.8K
|
46.2K
$6.85M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-356- 7.44% |
$43.1K - $47.8K
|
4.43K
$657K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-358- 76.66% |
$43.4K - $48.1K
|
109
$16.2K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-371- 8.0% |
$44.9K - $49.8K
|
4.27K
$633K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-371- 3.6% |
$44.9K - $49.8K
|
9.93K
$1.47M
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-375- 7.18% |
$45.4K - $50.4K
|
4.85K
$720K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-411- 2.3% |
$49.8K - $55.2K
|
17.4K
$2.59M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-420- 2.01% |
$50.9K - $56.4K
|
20.5K
$3.04M
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-429- 4.76% |
$52K - $57.6K
|
8.58K
$1.27M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-450- 11.75% |
$54.5K - $60.4K
|
3.38K
$502K
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-456- 3.08% |
$55.2K - $61.2K
|
14.3K
$2.13M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-465- 14.97% |
$56.3K - $62.4K
|
2.64K
$392K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-482- 10.01% |
$58.4K - $64.7K
|
4.33K
$643K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-486- 4.04% |
$58.9K - $65.3K
|
11.6K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-487- 1.52% |
$59K - $65.4K
|
31.4K
$4.67M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-488- 2.05% |
$59.1K - $65.5K
|
23.3K
$3.47M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-491- 1.78% |
$59.5K - $65.9K
|
27.1K
$4.02M
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-495- 1.41% |
$59.9K - $66.5K
|
34.5K
$5.12M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-500- 2.4% |
$60.6K - $67.1K
|
20.4K
$3.02M
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-500- 16.67% |
$60.6K - $67.1K
|
2.5K
$371K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-504- 2.24% |
$61K - $67.7K
|
22K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-507- 2.08% |
$61.4K - $68.1K
|
23.9K
$3.55M
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-508- 2.35% |
$61.5K - $68.2K
|
21.1K
$3.13M
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-521- 0.67% |
$63.1K - $70K
|
77.7K
$11.5M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-529- 8.28% |
$64.1K - $71K
|
5.86K
$870K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-536- 6.58% |
$64.9K - $72K
|
7.61K
$1.13M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-552- 1.85% |
$66.9K - $74.1K
|
29.2K
$4.34M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-556- 10.91% |
$67.3K - $74.7K
|
4.54K
$674K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-560- 7.33% |
$67.8K - $75.2K
|
7.08K
$1.05M
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-576- 13.75% |
$69.8K - $77.4K
|
3.61K
$536K
|
|
Nov 08, 2022
Q3 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-580- 0.72% |
$70.2K - $77.9K
|
79.8K
$11.8M
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-582- 50.26% |
$70.5K - $78.2K
|
576
$85.5K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-596- 0.21% |
$72.2K - $80K
|
290K
$43.1M
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-597- 1.75% |
$72.3K - $80.2K
|
33.6K
$4.99M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-597- 0.95% |
$72.3K - $80.2K
|
62.5K
$9.29M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-600- 0.39% |
$72.7K - $80.6K
|
153K
$22.7M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-610- 1.84% |
$73.9K - $81.9K
|
32.6K
$4.84M
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-620- 13.25% |
$75.1K - $83.3K
|
4.06K
$603K
|