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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.25K- 4.8% |
$151K - $167K
|
24.7K
$3.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 60.31% |
$152K - $168K
|
824
$122K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.27K- 25.13% |
$154K - $171K
|
3.78K
$562K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.3K- 29.7% |
$158K - $175K
|
3.08K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 3.35% |
$161K - $179K
|
38.4K
$5.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 90.51% |
$162K - $179K
|
140
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 5.18% |
$170K - $188K
|
25.6K
$3.81M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.43K- 9.08% |
$173K - $192K
|
14.3K
$2.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.43K- 0.17% |
$173K - $192K
|
864K
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.45K- 17.0% |
$176K - $195K
|
7.09K
$1.05M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.49K- 3.79% |
$180K - $200K
|
37.8K
$5.62M
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.51K- 7.43% |
$183K - $202K
|
18.8K
$2.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.52K- 1.78% |
$184K - $204K
|
83.5K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 1.85% |
$185K - $205K
|
81.3K
$12.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.63K- 2.28% |
$198K - $219K
|
69.8K
$10.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.66K- 1.64% |
$201K - $223K
|
99.5K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.67K- 54.8% |
$202K - $224K
|
1.38K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 2.59% |
$202K - $224K
|
62.6K
$9.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.7K- 15.09% |
$205K - $228K
|
9.54K
$1.42M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.72K- 36.11% |
$208K - $230K
|
3.03K
$450K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73KClosed |
$210K - $233K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 2.87% |
$236K - $262K
|
66K
$9.79M
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2K- 20.68% |
$242K - $268K
|
7.66K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-2K- 19.05% |
$242K - $269K
|
8.5K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.02K- 33.24% |
$245K - $271K
|
4.06K
$603K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.06KClosed |
$250K - $277K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.12K- 31.31% |
$256K - $284K
|
4.64K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.13K- 19.37% |
$258K - $286K
|
8.87K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.18K- 1.11% |
$264K - $293K
|
194K
$28.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.18K- 53.13% |
$264K - $293K
|
1.93K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.23K- 51.79% |
$270K - $299K
|
2.07K
$308K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.23K- 30.02% |
$270K - $300K
|
5.2K
$772K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.35K- 31.66% |
$285K - $316K
|
5.07K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-2.36K- 86.26% |
$285K - $316K
|
375
$55.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.38K- 65.6% |
$288K - $320K
|
1.25K
$185K
|
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.4K- 24.15% |
$290K - $322K
|
7.53K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.46K- 0.46% |
$297K - $330K
|
534K
$79.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.46K- 26.0% |
$298K - $330K
|
7K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-2.5K- 0.27% |
$303K - $336K
|
937K
$139M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.69K- 8.54% |
$326K - $361K
|
28.8K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.7K- 5.33% |
$326K - $362K
|
47.9K
$7.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.7K- 41.96% |
$327K - $362K
|
3.73K
$554K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.72K- 10.69% |
$329K - $365K
|
22.7K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.74K- 27.49% |
$331K - $368K
|
7.22K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.74K- 33.97% |
$332K - $368K
|
5.32K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.92K- 61.02% |
$354K - $392K
|
1.87K
$277K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.93K- 1.64% |
$355K - $393K
|
176K
$26.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2.96K- 22.0% |
$359K - $398K
|
10.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 2.99% |
$360K - $399K
|
96.5K
$14.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.08K- 7.07% |
$373K - $413K
|
40.4K
$6M
|