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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.33K+ 75.71% |
$282K - $312K
|
5.4K
$786K
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.3K+ 7.56% |
$278K - $309K
|
32.7K
$4.76M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.27K+ 28.06% |
$275K - $305K
|
10.4K
$1.51M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.25K+ 0.38% |
$273K - $302K
|
588K
$85.7M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.23K+ 3.56% |
$270K - $299K
|
64.9K
$9.45M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.14K+ 0.74% |
$259K - $287K
|
292K
$42.5M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 3.5% |
$253K - $281K
|
61.9K
$9.02M
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
2.09K+ 24.89% |
$253K - $280K
|
10.5K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.08KNew |
$252K - $280K
|
2.08K
$303K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.07K+ 2.06% |
$251K - $278K
|
103K
$15M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.04K+ 35.16% |
$247K - $274K
|
7.85K
$1.14M
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.02K+ 5.59% |
$245K - $271K
|
38.2K
$5.56M
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.01KNew |
$243K - $269K
|
2.01K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2KNew |
$242K - $268K
|
2K
$291K
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2K+ 39.23% |
$242K - $268K
|
7.08K
$1.03M
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.99K+ 6.14% |
$240K - $267K
|
34.3K
$5M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 10.03% |
$238K - $264K
|
21.6K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.93KNew |
$233K - $259K
|
1.93K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$232K - $257K
|
1.91K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.88K+ 71.44% |
$227K - $252K
|
4.5K
$656K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.86K+ 14.31% |
$225K - $249K
|
14.8K
$2.16M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.83KNew |
$222K - $246K
|
1.83K
$267K
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.83K+ 3.22% |
$222K - $246K
|
58.6K
$8.54M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 2.36% |
$221K - $245K
|
79.1K
$11.5M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.82KNew |
$220K - $244K
|
1.82K
$265K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
1.82K+ 16.73% |
$220K - $244K
|
12.7K
$1.85M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.82K+ 7.29% |
$220K - $244K
|
26.8K
$3.9M
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.8KNew |
$218K - $242K
|
1.8K
$263K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.8K+ 33.11% |
$218K - $242K
|
7.24K
$1.05M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.79KNew |
$217K - $241K
|
1.79K
$261K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$213K - $236K
|
1.76K
$256K
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.75KNew |
$212K - $235K
|
1.75K
$255K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 45.78% |
$211K - $234K
|
5.55K
$808K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.74K+ 100.35% |
$210K - $233K
|
3.47K
$505K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.74K+ 18.3% |
$210K - $233K
|
11.2K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.72KNew |
$208K - $231K
|
1.72K
$250K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 5.52% |
$208K - $231K
|
32.8K
$4.78M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.71KNew |
$207K - $229K
|
1.71K
$249K
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.7KNew |
$206K - $228K
|
1.7K
$247K
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.67K+ 25.44% |
$202K - $224K
|
8.22K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.67K+ 15.99% |
$202K - $224K
|
12.1K
$1.76M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
1.65KNew |
$200K - $221K
|
1.65K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.65K+ 87.29% |
$200K - $221K
|
3.54K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.61K+ 28.75% |
$195K - $216K
|
7.2K
$1.05M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.58K+ 7.16% |
$191K - $212K
|
23.6K
$3.43M
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.57K+ 34.49% |
$190K - $210K
|
6.1K
$889K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.56K+ 11.55% |
$189K - $210K
|
15.1K
$2.2M
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.55K+ 3.86% |
$188K - $209K
|
41.7K
$6.08M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.55K+ 7.7% |
$187K - $207K
|
21.6K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.54K+ 13.47% |
$187K - $207K
|
13K
$1.89M
|