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
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.05K+ 64.85% |
$127K - $141K
|
2.67K
$396K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.04KNew |
$125K - $139K
|
1.04K
$154K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.02K+ 2.17% |
$124K - $137K
|
48.1K
$7.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.02K+ 47.54% |
$123K - $136K
|
3.15K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
992+ 5.92% |
$120K - $133K
|
17.7K
$2.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
985+ 47.89% |
$119K - $132K
|
3.04K
$452K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
985+ 15.82% |
$119K - $132K
|
7.21K
$1.07M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
966+ 13.64% |
$117K - $130K
|
8.05K
$1.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
965+ 9.42% |
$117K - $130K
|
11.2K
$1.66M
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
947+ 1.86% |
$115K - $127K
|
52K
$7.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
943+ 9.91% |
$114K - $127K
|
10.5K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
939+ 7.56% |
$114K - $126K
|
13.4K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
890+ 0.6% |
$108K - $120K
|
149K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
887+ 4.59% |
$107K - $119K
|
20.2K
$3M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
879+ 4.54% |
$106K - $118K
|
20.2K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
876+ 3.51% |
$106K - $118K
|
25.8K
$3.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
871+ 12.53% |
$105K - $117K
|
7.82K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
861+ 4.55% |
$104K - $116K
|
19.8K
$2.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
856+ 28.61% |
$104K - $115K
|
3.85K
$571K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
850+ 4.36% |
$103K - $114K
|
20.3K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
847+ 4.71% |
$103K - $114K
|
18.8K
$2.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
831+ 2.32% |
$101K - $112K
|
36.6K
$5.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
819+ 19.83% |
$99.2K - $110K
|
4.95K
$735K
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
818+ 2.93% |
$99.1K - $110K
|
28.8K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
808+ 3.57% |
$97.9K - $109K
|
23.4K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
804+ 10.01% |
$97.4K - $108K
|
8.84K
$1.31M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
770+ 27.92% |
$93.3K - $103K
|
3.53K
$524K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
769+ 11.47% |
$93.1K - $103K
|
7.48K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
763+ 38.19% |
$92.4K - $102K
|
2.76K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
763+ 7.5% |
$92.4K - $102K
|
10.9K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
755+ 6.51% |
$91.4K - $101K
|
12.3K
$1.83M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
754+ 4.77% |
$91.3K - $101K
|
16.6K
$2.46M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
744+ 3.94% |
$90.1K - $99.9K
|
19.7K
$2.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
744+ 2.23% |
$90.1K - $99.9K
|
34.1K
$5.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
742+ 24.65% |
$89.9K - $99.6K
|
3.75K
$557K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
728+ 4.58% |
$88.2K - $97.8K
|
16.6K
$2.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
725+ 32.84% |
$87.8K - $97.4K
|
2.93K
$435K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
712+ 4.59% |
$86.2K - $95.6K
|
16.2K
$2.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
706+ 26.86% |
$85.5K - $94.8K
|
3.33K
$495K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
706+ 12.99% |
$85.5K - $94.8K
|
6.14K
$912K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700+ 123.89% |
$84.8K - $94K
|
1.27K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
685+ 4.71% |
$83K - $92K
|
15.2K
$2.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
681+ 25.78% |
$82.5K - $91.5K
|
3.32K
$493K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
678+ 1.9% |
$82.1K - $91K
|
36.4K
$5.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
669+ 8.18% |
$81K - $89.8K
|
8.85K
$1.31M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
668+ 5.41% |
$80.9K - $89.7K
|
13K
$1.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
661+ 39.7% |
$80.1K - $88.8K
|
2.33K
$345K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
657+ 9.62% |
$79.6K - $88.2K
|
7.49K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
651+ 0.53% |
$78.8K - $87.4K
|
123K
$18.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
637+ 6.53% |
$77.1K - $85.5K
|
10.4K
$1.54M
|