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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
74New |
$9.28K - $10.5K
|
74
$10.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
73+ 5.51% |
$9.15K - $10.3K
|
1.4K
$206K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
73New |
$9.15K - $10.3K
|
73
$10.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
BUY
|
- |
72+ 514.29% |
$9.02K - $10.2K
|
86
$12.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71New |
$8.9K - $10K
|
71
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
69+ 71.13% |
$8.65K - $9.76K
|
166
$24.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
68+ 1.6% |
$8.52K - $9.62K
|
4.32K
$635K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
65+ 19.17% |
$8.15K - $9.2K
|
404
$59.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
61+ 4.37% |
$7.65K - $8.63K
|
1.46K
$214K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
61New |
$7.65K - $8.63K
|
61
$8.97K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
61+ 2.58% |
$7.65K - $8.63K
|
2.43K
$357K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
61New |
$7.65K - $8.63K
|
61
$8.97K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
60+ 0.74% |
$7.52K - $8.49K
|
8.21K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
59+ 0.38% |
$7.4K - $8.35K
|
15.7K
$2.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
59+ 0.56% |
$7.4K - $8.35K
|
10.6K
$1.56M
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
55+ 1.72% |
$6.89K - $7.78K
|
3.25K
$478K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
55+ 2.72% |
$6.89K - $7.78K
|
2.08K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
54+ 3.17% |
$6.77K - $7.64K
|
1.76K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
52+ 14.53% |
$6.52K - $7.36K
|
410
$60.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
51+ 2.11% |
$6.39K - $7.22K
|
2.47K
$363K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
51+ 0.28% |
$6.39K - $7.22K
|
18K
$2.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
50+ 25.91% |
$6.27K - $7.07K
|
243
$35.7K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50+ 0.63% |
$6.27K - $7.07K
|
7.99K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$6.27K - $7.07K
|
50
$7.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50+ 11.16% |
$6.27K - $7.07K
|
498
$73.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$6.27K - $7.07K
|
50
$7.35K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
49+ 3.9% |
$6.14K - $6.93K
|
1.3K
$192K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
46+ 0.33% |
$5.77K - $6.51K
|
14K
$2.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
40New |
$5.01K - $5.66K
|
40
$5.88K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
35+ 13.46% |
$4.39K - $4.95K
|
295
$43.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35+ 8.05% |
$4.39K - $4.95K
|
470
$69.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
31+ 8.29% |
$3.89K - $4.39K
|
405
$59.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
31+ 0.38% |
$3.89K - $4.39K
|
8.22K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30+ 0.68% |
$3.76K - $4.24K
|
4.42K
$650K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 1.09% |
$3.76K - $4.24K
|
2.77K
$408K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26+ 0.43% |
$3.26K - $3.68K
|
6.14K
$902K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
26New |
$3.26K - $3.68K
|
26
$3.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.11% |
$3.26K - $3.68K
|
22.7K
$3.34M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$3.26K - $3.68K
|
26
$3.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
25+ 0.84% |
$3.13K - $3.54K
|
3K
$440K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25+ 1.05% |
$3.13K - $3.54K
|
2.4K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25New |
$3.13K - $3.54K
|
25
$3.68K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25+ 0.71% |
$3.13K - $3.54K
|
3.54K
$521K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
24+ 0.37% |
$3.01K - $3.4K
|
6.52K
$959K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
23+ 1.11% |
$2.88K - $3.25K
|
2.09K
$307K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
20+ 0.95% |
$2.51K - $2.83K
|
2.12K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.39% |
$2.51K - $2.83K
|
5.21K
$766K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 1.13% |
$2.51K - $2.83K
|
1.79K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.96% |
$2.38K - $2.69K
|
1.99K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.81% |
$2.26K - $2.55K
|
2.24K
$329K
|