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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
757+ 5.7% |
$94.9K - $107K
|
14K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
750+ 22.12% |
$94K - $106K
|
4.14K
$609K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
750+ 4.77% |
$94K - $106K
|
16.5K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
743+ 40.71% |
$93.1K - $105K
|
2.57K
$378K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
730+ 9.31% |
$91.5K - $103K
|
8.57K
$1.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
729+ 9.17% |
$91.4K - $103K
|
8.68K
$1.28M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
721+ 6.57% |
$90.4K - $102K
|
11.7K
$1.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
720+ 3.97% |
$90.2K - $102K
|
18.9K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
720+ 8.83% |
$90.2K - $102K
|
8.87K
$1.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
718+ 1.72% |
$90K - $102K
|
42.6K
$6.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
710+ 36.43% |
$89K - $100K
|
2.66K
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
710+ 1.21% |
$89K - $100K
|
59.4K
$8.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
707+ 2.66% |
$88.6K - $100K
|
27.3K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
701+ 32.45% |
$87.9K - $99.2K
|
2.86K
$421K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
697+ 1.01% |
$87.4K - $98.6K
|
69.6K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
688+ 8.26% |
$86.2K - $97.3K
|
9.02K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
679New |
$85.1K - $96.1K
|
679
$99.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
675+ 12.4% |
$84.6K - $95.5K
|
6.12K
$899K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
674+ 7.0% |
$84.5K - $95.4K
|
10.3K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
660New |
$82.7K - $93.4K
|
660
$97K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
656+ 16.97% |
$82.2K - $92.8K
|
4.52K
$665K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
654+ 2.06% |
$82K - $92.5K
|
32.4K
$4.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
650+ 17.56% |
$81.5K - $92K
|
4.35K
$640K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
647+ 1.46% |
$81.1K - $91.5K
|
44.9K
$6.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
645+ 8.46% |
$80.8K - $91.3K
|
8.27K
$1.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
628+ 13.73% |
$78.7K - $88.9K
|
5.2K
$765K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
625+ 17.92% |
$78.3K - $88.4K
|
4.11K
$605K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
624+ 6.53% |
$78.2K - $88.3K
|
10.2K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
619+ 0.59% |
$77.6K - $87.6K
|
106K
$15.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
610New |
$76.5K - $86.3K
|
610
$89.7K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
605New |
$75.8K - $85.6K
|
605
$89K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
600+ 36.41% |
$75.2K - $84.9K
|
2.25K
$331K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
598New |
$75K - $84.6K
|
598
$87.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
597+ 5.3% |
$74.8K - $84.5K
|
11.9K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
595+ 0.87% |
$74.6K - $84.2K
|
69.3K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
590New |
$74K - $83.5K
|
590
$86.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
576New |
$72.2K - $81.5K
|
576
$84.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
575+ 2.49% |
$72.1K - $81.4K
|
23.6K
$3.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
574+ 0.59% |
$71.9K - $81.2K
|
98.3K
$14.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
572+ 1.82% |
$71.7K - $80.9K
|
31.9K
$4.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
566+ 1.77% |
$70.9K - $80.1K
|
32.5K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
564+ 2.53% |
$70.7K - $79.8K
|
22.9K
$3.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
532+ 10.59% |
$66.7K - $75.3K
|
5.56K
$817K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
526New |
$65.9K - $74.4K
|
526
$77.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
525+ 6.43% |
$65.8K - $74.3K
|
8.69K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
525+ 2.59% |
$65.8K - $74.3K
|
20.8K
$3.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
523+ 18.1% |
$65.6K - $74K
|
3.41K
$502K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
519New |
$65.1K - $73.4K
|
519
$76.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
517+ 26.62% |
$64.8K - $73.2K
|
2.46K
$362K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
515+ 1.72% |
$64.6K - $72.9K
|
30.5K
$4.49M
|