Purchases and Sales Made in Q4 2021 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 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
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
514
New
$64.4K - $72.7K
514 $75.6K
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
BUY
 -
507
+ 19.7%
$63.5K - $71.7K
3.08K $453K
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
500
+ 15.16%
$62.7K - $70.7K
3.8K $558K
Feb 07, 2022 Q4 2021
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
500
+ 29.64%
$62.7K - $70.7K
2.19K $322K
Nov 14, 2022 Q4 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
BUY
 -
500
New
$62.7K - $70.7K
500 $73.5K
Feb 07, 2022 Q4 2021
Brandywine Oak Private Wealth LLC

BUY
 -
499
+ 1.29%
$62.5K - $70.6K
39.3K $5.78M
Jan 26, 2022 Q4 2021
Kaizen Financial Strategies

BUY
 -
497
+ 5.82%
$62.3K - $70.3K
9.04K $1.33M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

BUY
 -
496
+ 4.78%
$62.2K - $70.2K
10.9K $1.6M
Feb 11, 2022 Q4 2021
Keystone Financial Group

BUY
 -
491
+ 11.07%
$61.5K - $69.5K
4.93K $724K
Jan 21, 2022 Q4 2021
Ahrens Investment Partners LLC

BUY
 -
485
+ 22.15%
$60.8K - $68.6K
2.68K $393K
Feb 14, 2022 Q4 2021
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
482
+ 1.59%
$60.4K - $68.2K
30.8K $4.52M
Feb 23, 2022 Q4 2021
Cornerstone Advisory, LLC

BUY
 -
476
New
$59.7K - $67.3K
476 $70K
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
476
+ 6.87%
$59.7K - $67.3K
7.4K $1.09M
Feb 10, 2022 Q4 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
469
+ 6.19%
$58.8K - $66.4K
8.05K $1.18M
Feb 09, 2022 Q4 2021
Bedell Frazier Investment Counseling, LLC

BUY
 -
465
+ 1.1%
$58.3K - $65.8K
42.8K $6.3M
Jan 02, 2024 Q4 2021
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
463
+ 20.87%
$58K - $65.5K
2.68K $394K
Feb 02, 2022 Q4 2021
Aptus Capital Advisors, LLC

BUY
 -
432
+ 34.92%
$54.1K - $61.1K
1.67K $245K
Jan 20, 2022 Q4 2021
Sage Capital Advisors,Llc

BUY
 -
424
+ 6.41%
$53.1K - $60K
7.04K $1.04M
Jan 21, 2022 Q4 2021
Gfs Advisors, LLC

BUY
 -
424
+ 18.9%
$53.1K - $60K
2.67K $392K
Jan 19, 2022 Q4 2021
Howard Capital Management Group, LLC

BUY
 -
395
+ 0.78%
$49.5K - $55.9K
51.2K $7.52M
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

BUY
 -
383
+ 3.29%
$48K - $54.2K
12K $1.77M
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

BUY
 -
377
+ 3.19%
$47.3K - $53.3K
12.2K $1.79M
Feb 08, 2022 Q4 2021
Fagan Associates, Inc.

BUY
 -
373
+ 5.99%
$46.8K - $52.8K
6.6K $970K
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

BUY
 -
372
+ 2.33%
$46.6K - $52.6K
16.3K $2.4M
Feb 07, 2022 Q4 2021
Parsons Capital Management Inc

BUY
 -
370
+ 8.82%
$46.4K - $52.4K
4.56K $671K
Mar 11, 2022 Q4 2021
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
369
+ 13.45%
$46.3K - $52.2K
3.11K $458K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
367
New
$46K - $51.9K
367 $54K
Feb 02, 2022 Q4 2021
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
360
+ 5.76%
$45.1K - $50.9K
6.62K $973K
Feb 08, 2022 Q4 2021
Blue Chip Partners, Inc.

BUY
 -
357
+ 38.18%
$44.7K - $50.5K
1.29K $190K
Jan 20, 2022 Q4 2021
Bay Rivers Group

BUY
 -
354
+ 1.56%
$44.4K - $50.1K
23K $3.38M
Jan 25, 2022 Q4 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
350
+ 3.98%
$43.9K - $49.5K
9.16K $1.35M
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

BUY
 -
349
+ 3.02%
$43.7K - $49.4K
11.9K $1.75M
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
349
+ 3.62%
$43.7K - $49.4K
10K $1.47M
Feb 16, 2022 Q4 2021
First Community Trust Na

BUY
 -
342
New
$42.9K - $48.4K
342 $50.3K
Feb 08, 2022 Q4 2021
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
342
New
$42.9K - $48.4K
342 $50.3K
Feb 14, 2022 Q4 2021
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
338
+ 2.02%
$42.4K - $47.8K
17K $2.51M
Feb 14, 2022 Q4 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
337
+ 3.46%
$42.2K - $47.7K
10.1K $1.48M
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
333
+ 14.71%
$41.7K - $47.1K
2.6K $382K
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
333
+ 14.28%
$41.7K - $47.1K
2.67K $392K
Feb 14, 2022 Q4 2021
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
326
+ 0.1%
$40.9K - $46.1K
325K $47.7M
Jan 19, 2022 Q4 2021
Jackson Square Capital, LLC

BUY
 -
320
+ 11.93%
$40.1K - $45.3K
3K $441K
Jan 24, 2022 Q4 2021
Secure Asset Management, LLC

BUY
 -
317
+ 8.48%
$39.7K - $44.9K
4.06K $596K
Jan 26, 2022 Q4 2021
Hya Advisors, Inc

BUY
 -
308
+ 10.25%
$38.6K - $43.6K
3.31K $487K
Feb 09, 2022 Q4 2021
River Glades Family Offices LLC

Naples, FL
BUY
 -
306
+ 1.89%
$38.4K - $43.3K
16.5K $2.43M
Feb 14, 2022 Q4 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
306
+ 10.42%
$38.4K - $43.3K
3.24K $477K
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
302
New
$37.9K - $42.7K
302 $44.4K
Feb 09, 2022 Q4 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
295
+ 0.38%
$37K - $41.7K
78.2K $11.5M
Feb 14, 2022 Q4 2021
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
294
+ 9.77%
$36.8K - $41.6K
3.3K $486K
Feb 11, 2022 Q4 2021
Washington Trust Advisors, Inc.

BUY
 -
292
New
$36.6K - $41.3K
292 $42.9K

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