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
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 74.58% |
$1.49M - $1.66M
|
28.9K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
12.3K+ 167.35% |
$1.49M - $1.65M
|
19.7K
$2.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
BUY
|
- |
12.2KNew |
$1.48M - $1.64M
|
12.2K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
11.8KNew |
$1.42M - $1.58M
|
11.8K
$1.75M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$1.41M - $1.57M
|
11.7K
$1.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.6K+ 726.08% |
$1.41M - $1.56M
|
13.2K
$1.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
11.3K+ 112.64% |
$1.37M - $1.52M
|
21.4K
$3.17M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
11K+ 135.29% |
$1.33M - $1.47M
|
19K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 19.77% |
$1.32M - $1.46M
|
66.1K
$9.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
10.6K+ 26.15% |
$1.28M - $1.42M
|
51.1K
$7.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
10.5K+ 458.97% |
$1.27M - $1.41M
|
12.8K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4K+ 40.38% |
$1.26M - $1.4M
|
36.2K
$5.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
10.3KNew |
$1.25M - $1.39M
|
10.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
9.86K+ 20.22% |
$1.19M - $1.32M
|
58.6K
$8.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.82K+ 4.2% |
$1.19M - $1.32M
|
244K
$36.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
9.79K+ 6.83% |
$1.19M - $1.31M
|
153K
$22.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.74K+ 7.87% |
$1.18M - $1.31M
|
133K
$19.8M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.58K+ 34.56% |
$1.16M - $1.29M
|
37.3K
$5.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.54K+ 24.2% |
$1.16M - $1.28M
|
48.9K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.52K+ 9.58% |
$1.15M - $1.28M
|
109K
$16.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.48K+ 41.03% |
$1.15M - $1.27M
|
32.6K
$4.84M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.38K+ 19.06% |
$1.14M - $1.26M
|
58.6K
$8.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.26K+ 63.61% |
$1.12M - $1.24M
|
23.8K
$3.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
9.07K+ 4.58% |
$1.1M - $1.22M
|
207K
$30.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.9K+ 57.72% |
$1.08M - $1.19M
|
24.3K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.74K+ 22.45% |
$1.06M - $1.17M
|
47.7K
$7.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.68K+ 522.65% |
$1.05M - $1.17M
|
10.3K
$1.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.65K+ 33.96% |
$1.05M - $1.16M
|
34.1K
$5.07M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.64K+ 623.83% |
$1.05M - $1.16M
|
10K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.55K+ 81.07% |
$1.04M - $1.15M
|
19.1K
$2.84M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.43K+ 310.27% |
$1.02M - $1.13M
|
11.1K
$1.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.32K+ 40.39% |
$1.01M - $1.12M
|
28.9K
$4.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
8.25K+ 27.77% |
$999K - $1.11M
|
38K
$5.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.14K+ 302.87% |
$985K - $1.09M
|
10.8K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.02K+ 11.51% |
$971K - $1.08M
|
77.7K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.58KNew |
$918K - $1.02M
|
7.58K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.33K+ 1.92% |
$888K - $985K
|
390K
$57.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
7.23K+ 7.59% |
$876K - $971K
|
103K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.2KNew |
$872K - $967K
|
7.2K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.12K+ 74.42% |
$862K - $955K
|
16.7K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
7K+ 0.82% |
$848K - $940K
|
863K
$128M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.97KNew |
$844K - $935K
|
6.97K
$1.03M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.92KNew |
$839K - $930K
|
6.92K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
6.76K+ 10.48% |
$819K - $908K
|
71.3K
$10.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.68K+ 5.52% |
$809K - $897K
|
128K
$19M
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.65KNew |
$805K - $893K
|
6.65K
$987K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.56K+ 12.4% |
$794K - $881K
|
59.4K
$8.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.54K+ 166.61% |
$792K - $878K
|
10.5K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.21K+ 148.54% |
$752K - $833K
|
10.4K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.16K+ 64.92% |
$746K - $827K
|
15.7K
$2.32M
|