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 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 3.24% |
$35.7K - $40.3K
|
9.07K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
285New |
$35.7K - $40.3K
|
285
$41.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
284New |
$35.6K - $40.2K
|
284
$41.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
284+ 57.14% |
$35.6K - $40.2K
|
781
$115K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
282+ 15.57% |
$35.3K - $39.9K
|
2.09K
$308K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
279+ 23.1% |
$35K - $39.5K
|
1.49K
$219K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
279+ 0.9% |
$35K - $39.5K
|
31.3K
$4.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
274+ 10.1% |
$34.3K - $38.8K
|
2.99K
$439K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
273+ 5.01% |
$34.2K - $38.6K
|
5.72K
$842K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
271+ 9.47% |
$34K - $38.3K
|
3.13K
$461K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
269+ 4.43% |
$33.7K - $38.1K
|
6.34K
$932K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
257+ 5.26% |
$32.2K - $36.4K
|
5.14K
$756K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
255+ 1.15% |
$32K - $36.1K
|
22.4K
$3.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
252+ 3.74% |
$31.6K - $35.7K
|
6.99K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
246+ 79.1% |
$30.8K - $34.8K
|
557
$81.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
245+ 9.34% |
$30.7K - $34.7K
|
2.87K
$422K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
241New |
$30.2K - $34.1K
|
241
$35.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
238+ 5.05% |
$29.8K - $33.7K
|
4.95K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
238+ 952.0% |
$29.8K - $33.7K
|
263
$38.7K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
236+ 7.9% |
$29.6K - $33.4K
|
3.22K
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
235New |
$29.5K - $33.3K
|
235
$34.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
233+ 0.93% |
$29.2K - $33K
|
25.3K
$3.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
221+ 2.52% |
$27.7K - $31.3K
|
8.98K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
219+ 3.07% |
$27.4K - $31K
|
7.36K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
211+ 2.08% |
$26.4K - $29.9K
|
10.4K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
204New |
$25.6K - $28.9K
|
204
$30K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
204+ 7.46% |
$25.6K - $28.9K
|
2.94K
$432K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
201+ 7.81% |
$25.2K - $28.4K
|
2.77K
$408K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
201+ 38.73% |
$25.2K - $28.4K
|
720
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
200+ 44.94% |
$25.1K - $28.3K
|
645
$94.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
199+ 12.56% |
$24.9K - $28.2K
|
1.78K
$262K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
195New |
$24.4K - $27.6K
|
195
$28.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
195New |
$24.4K - $27.6K
|
195
$28.7K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
192+ 6.25% |
$24.1K - $27.2K
|
3.26K
$480K
|
|
|
Jan 24, 2022
Q4 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
190+ 3.52% |
$23.8K - $26.9K
|
5.59K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
190+ 2.55% |
$23.8K - $26.9K
|
7.65K
$1.13M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
185+ 2.83% |
$23.2K - $26.2K
|
6.73K
$989K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
179+ 1.41% |
$22.4K - $25.3K
|
12.9K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178New |
$22.3K - $25.2K
|
178
$26.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
177+ 1.06% |
$22.2K - $25K
|
16.9K
$2.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
177+ 2.52% |
$22.2K - $25K
|
7.19K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 15.05% |
$21.9K - $24.8K
|
1.34K
$197K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
175+ 0.42% |
$21.9K - $24.8K
|
42.1K
$6.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
168+ 4.28% |
$21.1K - $23.8K
|
4.1K
$602K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
168+ 1.46% |
$21.1K - $23.8K
|
11.7K
$1.72M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
165+ 4.44% |
$20.7K - $23.3K
|
3.88K
$571K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
164+ 5.15% |
$20.6K - $23.2K
|
3.35K
$493K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
161+ 3.63% |
$20.2K - $22.8K
|
4.6K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
161+ 3.63% |
$20.2K - $22.8K
|
4.59K
$675K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
158+ 3.08% |
$19.8K - $22.4K
|
5.29K
$778K
|