Purchases and Sales Made in Q3 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
Mezzasalma Advisors, LLC

BUY
 -
6.11K
New
$740K - $820K
6.11K $890K
Oct 25, 2022 Q3 2022
Outlook Wealth Advisors, LLC

BUY
 -
5.98K
+ 334.66%
$724K - $803K
7.76K $1.13M
Nov 14, 2022 Q3 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
5.85K
New
$709K - $786K
5.85K $853K
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
5.85K
New
$709K - $786K
5.85K $852K
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.76K
+ 13.51%
$698K - $774K
48.4K $7.05M
Nov 15, 2022 Q3 2022
State Street Corp

Boston, MA
BUY
 -
5.75K
+ 2.25%
$696K - $772K
262K $38.1M
Nov 14, 2022 Q3 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
5.63K
+ 32.18%
$682K - $756K
23.1K $3.37M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.51K
+ 19.02%
$668K - $740K
34.5K $5.02M
Nov 16, 2022 Q3 2022
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
5.51K
+ 725.43%
$667K - $739K
6.27K $913K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.48K
+ 15.01%
$664K - $736K
42K $6.12M
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
5.31K
+ 17.24%
$644K - $714K
36.1K $5.26M
Oct 17, 2022 Q3 2022
Perfromance Wealth Partners, LLC

BUY
 -
5.29K
+ 48.27%
$640K - $710K
16.2K $2.37M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
5.28K
+ 14.77%
$639K - $709K
41K $5.98M
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
5.26K
+ 3.39%
$637K - $707K
160K $23.4M
Nov 14, 2022 Q3 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
5.25K
+ 42.86%
$636K - $705K
17.5K $2.55M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
5.25K
+ 4.21%
$636K - $705K
130K $18.9M
Oct 31, 2022 Q3 2022
One Day In July LLC

BUY
 -
5.2K
+ 50.2%
$630K - $699K
15.6K $2.27M
Oct 24, 2022 Q3 2022
First Bancorp, Inc

BUY
 -
5K
+ 49.7%
$606K - $671K
15.1K $2.19M
Oct 26, 2022 Q3 2022
Hancock Whitney Corp

BUY
 -
5K
+ 132.92%
$605K - $671K
8.76K $1.28M
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
4.98K
+ 28.6%
$603K - $668K
22.4K $3.26M
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

BUY
 -
4.95K
+ 34.25%
$599K - $665K
19.4K $2.83M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
4.94K
+ 231.46%
$599K - $664K
7.08K $1.03M
Oct 13, 2022 Q3 2022
Bnc Wealth Management, LLC

BUY
 -
4.87K
+ 50.69%
$590K - $654K
14.5K $2.11M
Oct 25, 2022 Q3 2022
First Interstate Bank

Billings, MT
BUY
 -
4.76K
+ 2.78%
$577K - $639K
176K $25.6M
Oct 31, 2022 Q3 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
4.57K
+ 1.83%
$554K - $614K
255K $37.1M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
4.57K
+ 73.37%
$553K - $613K
10.8K $1.57M
Nov 15, 2022 Q3 2022
Nan Shan Life Insurance Co., Ltd.

Taipei City, F5
BUY
 -
4.51K
+ 2.15%
$546K - $606K
215K $31.3M
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
4.47K
+ 22.68%
$541K - $600K
24.2K $3.52M
Nov 01, 2022 Q3 2022
Evolution Wealth Advisors, LLC

BUY
 -
4.45K
+ 2.43%
$539K - $598K
188K $27.3M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
4.33K
+ 16.13%
$524K - $581K
31.2K $4.54M
Nov 09, 2022 Q3 2022
Bedell Frazier Investment Counseling, LLC

BUY
 -
4.24K
+ 4.33%
$514K - $570K
102K $14.9M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
4.18K
+ 2.71%
$506K - $561K
158K $23M
Oct 13, 2022 Q3 2022
Conservest Capital Advisors, Inc.

BUY
 -
4.13K
+ 0.76%
$500K - $554K
545K $79.4M
Nov 09, 2022 Q3 2022
Gyroscope Capital Management Group, LLC

BUY
 -
4.13K
+ 16.81%
$500K - $554K
28.7K $4.18M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.13K
+ 6.43%
$500K - $554K
68.3K $9.95M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
4.07K
+ 33.13%
$493K - $546K
16.3K $2.38M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.99K
+ 10.46%
$483K - $535K
42.1K $6.13M
Nov 03, 2022 Q3 2022
Life Pro Asset Management

BUY
 -
3.92K
New
$475K - $526K
3.92K $571K
Oct 20, 2022 Q3 2022
Round Rock Advisors, LLC

BUY
 -
3.91K
+ 7.41%
$474K - $526K
56.7K $8.26M
Oct 20, 2022 Q3 2022
Consilio Wealth Advisors, LLC

BUY
 -
3.87K
+ 7.33%
$469K - $520K
56.7K $8.26M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
3.81K
+ 7.35%
$462K - $512K
55.7K $8.12M
Nov 14, 2022 Q3 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
3.81K
New
$461K - $511K
3.81K $555K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.8K
+ 15.19%
$461K - $511K
28.8K $4.2M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.79K
New
$459K - $509K
3.79K $553K
Nov 14, 2022 Q3 2022
Spears Abacus Advisors LLC

BUY
 -
3.77K
New
$456K - $506K
3.77K $549K
Oct 13, 2022 Q3 2022
Peterson Wealth Management

BUY
 -
3.75K
+ 47.66%
$454K - $503K
11.6K $1.69M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
3.68K
+ 157.22%
$446K - $494K
6.02K $877K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
3.63K
+ 5.45%
$440K - $488K
70.3K $10.2M
Oct 11, 2022 Q3 2022
Strategy Asset Managers LLC

BUY
 -
3.62K
+ 34.51%
$438K - $486K
14.1K $2.05M

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