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 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$2.01K - $2.26K
|
16
$2.35K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$2.01K - $2.26K
|
5.19K
$763K
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
15+ 0.85% |
$1.88K - $2.12K
|
1.77K
$260K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
14+ 0.47% |
$1.75K - $1.98K
|
2.97K
$437K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12New |
$1.5K - $1.7K
|
12
$1.76K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.5K - $1.7K
|
3.5K
$514K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12+ 0.45% |
$1.5K - $1.7K
|
2.7K
$396K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11+ 0.23% |
$1.38K - $1.56K
|
4.76K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.52% |
$1.38K - $1.56K
|
2.13K
$313K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.27% |
$1.38K - $1.56K
|
4.05K
$595K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.21% |
$1.38K - $1.56K
|
5.27K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.25K - $1.41K
|
10
$1.47K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.26% |
$1.13K - $1.27K
|
3.42K
$503K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.3% |
$877 - $990
|
2.36K
$348K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7New |
$877 - $990
|
7
$1.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.37% |
$877 - $990
|
1.88K
$277K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6+ 2.07% |
$752 - $849
|
296
$43.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
6+ 13.33% |
$752 - $849
|
51
$7.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.41% |
$627 - $707
|
1.22K
$179K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$501 - $566
|
4
$588
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.19% |
$376 - $424
|
1.58K
$232K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.28% |
$376 - $424
|
1.09K
$160K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.08% |
$376 - $424
|
3.67K
$539K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2+ 0.0% |
$251 - $283
|
42.3K
$6.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$251 - $283
|
2.01K
$296K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.91% |
$251 - $283
|
221
$32.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$251 - $283
|
2.3K
$338K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2+ 0.03% |
$251 - $283
|
6.6K
$971K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$125 - $141
|
2.33K
$343K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$125 - $141
|
802
$118K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$125 - $141
|
1.86K
$273K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$125 - $141
|
235
$34.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $141
|
7.79K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.8% |
$125 - $141
|
126
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.36% |
$125 - $141
|
279
$41K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.32% |
$125 - $141
|
313
$46K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.29% |
$125 - $141
|
349
$51.3K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.4% |
$125 - $141
|
252
$37.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$125 - $141
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2- 0.12% |
$251 - $283
|
1.7K
$249K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.1% |
$251 - $283
|
2.03K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3- 0.12% |
$376 - $424
|
2.55K
$375K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5- 10.87% |
$627 - $707
|
41
$6.03K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-7- 1.9% |
$877 - $990
|
362
$53.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7- 0.1% |
$877 - $990
|
7.35K
$1.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-7- 0.52% |
$877 - $990
|
1.33K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.38% |
$1.25K - $1.41K
|
2.64K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 2.51% |
$1.38K - $1.56K
|
427
$62.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11- 0.31% |
$1.38K - $1.56K
|
3.5K
$515K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11- 0.67% |
$1.38K - $1.56K
|
1.62K
$238K
|