Purchases and Sales Made in Q4 2021 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.1K+ 8.63% |
$138K - $156K
|
13.9K
$2.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 2.05% |
$138K - $155K
|
54.8K
$8.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.1KNew |
$138K - $155K
|
1.1K
$161K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 6.47% |
$136K - $153K
|
17.8K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.07K+ 59.37% |
$134K - $151K
|
2.87K
$422K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
1.06K+ 18.25% |
$133K - $150K
|
6.88K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.05K+ 5.14% |
$132K - $149K
|
21.5K
$3.16M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 13.2% |
$129K - $146K
|
8.83K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.02K+ 45.54% |
$127K - $144K
|
3.25K
$478K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
997+ 17.64% |
$125K - $141K
|
6.65K
$978K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
995New |
$125K - $141K
|
995
$146K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
980+ 11.06% |
$123K - $139K
|
9.84K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
978+ 4.67% |
$123K - $138K
|
21.9K
$3.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
968+ 2.37% |
$121K - $137K
|
41.9K
$6.16M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
959New |
$120K - $136K
|
959
$141K
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
954+ 1.1% |
$120K - $135K
|
87.9K
$12.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
943+ 5.25% |
$118K - $133K
|
18.9K
$2.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
936+ 349.25% |
$117K - $132K
|
1.2K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
934+ 1.26% |
$117K - $132K
|
75.1K
$11M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
932+ 20.31% |
$117K - $132K
|
5.52K
$812K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
932+ 9.05% |
$117K - $132K
|
11.2K
$1.65M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
930+ 4.94% |
$117K - $132K
|
19.8K
$2.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
925+ 11.33% |
$116K - $131K
|
9.09K
$1.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
920+ 3.46% |
$115K - $130K
|
27.5K
$4.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
918+ 6.73% |
$115K - $130K
|
14.6K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
916+ 69.39% |
$115K - $130K
|
2.24K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
913+ 20.54% |
$114K - $129K
|
5.36K
$788K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
901+ 40.68% |
$113K - $127K
|
3.12K
$458K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
899+ 3.89% |
$113K - $127K
|
24K
$3.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
894+ 51.38% |
$112K - $126K
|
2.63K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
883+ 9.23% |
$111K - $125K
|
10.5K
$1.54M
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
868+ 13.31% |
$109K - $123K
|
7.39K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
861+ 6.22% |
$108K - $122K
|
14.7K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
852+ 2.42% |
$107K - $121K
|
36K
$5.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
831+ 12.29% |
$104K - $118K
|
7.59K
$1.12M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
827+ 5.1% |
$104K - $117K
|
17.1K
$2.51M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
823+ 6.54% |
$103K - $116K
|
13.4K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
821+ 21.08% |
$103K - $116K
|
4.72K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
815New |
$102K - $115K
|
815
$120K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
804+ 27.82% |
$101K - $114K
|
3.69K
$543K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
800+ 3.97% |
$100K - $113K
|
21K
$3.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
796+ 7.94% |
$99.8K - $113K
|
10.8K
$1.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
795+ 7.18% |
$99.6K - $112K
|
11.9K
$1.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
793+ 11.33% |
$99.4K - $112K
|
7.79K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
791+ 1521.15% |
$99.1K - $112K
|
843
$124K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
786+ 7.02% |
$98.5K - $111K
|
12K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
784+ 26.27% |
$98.3K - $111K
|
3.77K
$554K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
775New |
$97.1K - $110K
|
775
$114K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
769+ 43.06% |
$96.4K - $109K
|
2.56K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
761+ 13.94% |
$95.4K - $108K
|
6.22K
$915K
|