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
|
F3 Logic, LLC
|
BUY
|
- |
157+ 1.11% |
$19.7K - $22.2K
|
14.3K
$2.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
155+ 2.64% |
$19.4K - $21.9K
|
6.03K
$887K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
152+ 37.91% |
$19.1K - $21.5K
|
553
$81.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
151+ 2.3% |
$18.9K - $21.4K
|
6.7K
$986K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
150+ 3.0% |
$18.8K - $21.2K
|
5.16K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
150+ 1.01% |
$18.8K - $21.2K
|
15K
$2.21M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150New |
$18.8K - $21.2K
|
150
$22.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.21% |
$18.8K - $21.2K
|
6.94K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
148+ 1.12% |
$18.6K - $20.9K
|
13.3K
$1.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
143+ 5.95% |
$17.9K - $20.2K
|
2.55K
$375K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
142New |
$17.8K - $20.1K
|
142
$20.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
142+ 4.9% |
$17.8K - $20.1K
|
3.04K
$447K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
140+ 0.62% |
$17.5K - $19.8K
|
22.6K
$3.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
140+ 75.68% |
$17.5K - $19.8K
|
325
$47.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137New |
$17.2K - $19.4K
|
137
$20.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
136+ 4.57% |
$17K - $19.2K
|
3.11K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130+ 173.33% |
$16.3K - $18.4K
|
205
$30.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
125+ 1.3% |
$15.7K - $17.7K
|
9.72K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
123+ 1.53% |
$15.4K - $17.4K
|
8.18K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
117+ 1.38% |
$14.7K - $16.6K
|
8.57K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
117+ 6.02% |
$14.7K - $16.6K
|
2.06K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
116+ 4.29% |
$14.5K - $16.4K
|
2.82K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
113New |
$14.2K - $16K
|
113
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
111+ 9.68% |
$13.9K - $15.7K
|
1.26K
$185K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 2.28% |
$13.9K - $15.7K
|
4.99K
$734K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
109+ 4.29% |
$13.7K - $15.4K
|
2.65K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
108+ 0.72% |
$13.5K - $15.3K
|
15.2K
$2.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
108+ 1.89% |
$13.5K - $15.3K
|
5.81K
$854K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
106+ 3.77% |
$13.3K - $15K
|
2.92K
$429K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
105+ 1.96% |
$13.2K - $14.9K
|
5.45K
$802K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
103+ 4.07% |
$12.9K - $14.6K
|
2.64K
$388K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
103+ 5.01% |
$12.9K - $14.6K
|
2.16K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101+ 16.72% |
$12.7K - $14.3K
|
705
$104K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 4.49% |
$12.5K - $14.1K
|
2.33K
$342K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
99+ 1.36% |
$12.4K - $14K
|
7.39K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
97+ 5.78% |
$12.2K - $13.7K
|
1.78K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
93New |
$11.7K - $13.2K
|
93
$13.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
92+ 0.79% |
$11.5K - $13K
|
11.7K
$1.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
92+ 6.0% |
$11.5K - $13K
|
1.63K
$239K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
92+ 12.09% |
$11.5K - $13K
|
853
$125K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
91New |
$11.4K - $12.9K
|
91
$13.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
90+ 1.14% |
$11.3K - $12.7K
|
8.02K
$1.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
89+ 70.63% |
$11.2K - $12.6K
|
215
$31.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
87New |
$10.9K - $12.3K
|
87
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
85+ 4.05% |
$10.7K - $12K
|
2.18K
$321K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
82New |
$10.3K - $11.6K
|
82
$12.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
81+ 4.6% |
$10.2K - $11.5K
|
1.84K
$271K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
81+ 0.08% |
$10.2K - $11.5K
|
103K
$15.2M
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
80+ 4.27% |
$10K - $11.3K
|
1.96K
$287K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
77+ 3.69% |
$9.65K - $10.9K
|
2.16K
$318K
|