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 |
---|---|---|---|---|---|---|---|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-16- 1.72% |
$2.01K - $2.26K
|
913
$134K
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-19- 0.14% |
$2.38K - $2.69K
|
14K
$2.06M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 1.88% |
$2.51K - $2.83K
|
1.04K
$153K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$2.51K - $2.83K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-23- 1.12% |
$2.88K - $3.25K
|
2.03K
$298K
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-24Closed |
$3.01K - $3.4K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 0.56% |
$3.13K - $3.54K
|
4.44K
$652K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-25- 1.01% |
$3.13K - $3.54K
|
2.45K
$360K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 1.99% |
$3.13K - $3.54K
|
1.23K
$181K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-25- 0.64% |
$3.13K - $3.54K
|
3.85K
$567K
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-25- 0.16% |
$3.13K - $3.54K
|
15.5K
$2.28M
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-26- 0.13% |
$3.26K - $3.68K
|
20.3K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-28- 1.34% |
$3.51K - $3.96K
|
2.06K
$302K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 1.88% |
$3.89K - $4.39K
|
1.62K
$238K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-32- 0.67% |
$4.01K - $4.53K
|
4.77K
$701K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-32- 0.88% |
$4.01K - $4.53K
|
3.62K
$533K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-32- 2.28% |
$4.01K - $4.53K
|
1.37K
$202K
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-32- 1.15% |
$4.01K - $4.53K
|
2.76K
$406K
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-33- 0.84% |
$4.14K - $4.67K
|
3.9K
$573K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.67% |
$4.39K - $4.95K
|
5.18K
$762K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-38- 3.12% |
$4.76K - $5.38K
|
1.18K
$173K
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-38- 22.62% |
$4.76K - $5.38K
|
130
$19.1K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-39- 0.43% |
$4.89K - $5.52K
|
8.96K
$1.32M
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-40- 12.9% |
$5.01K - $5.66K
|
270
$39.7K
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-42- 2.39% |
$5.26K - $5.94K
|
1.72K
$252K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-42- 15.0% |
$5.26K - $5.94K
|
238
$35K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-44- 1.72% |
$5.51K - $6.23K
|
2.52K
$371K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-48- 0.2% |
$6.02K - $6.79K
|
24.4K
$3.59M
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-49- 2.57% |
$6.14K - $6.93K
|
1.86K
$273K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-50- 6.21% |
$6.27K - $7.07K
|
755
$111K
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-50- 2.91% |
$6.27K - $7.07K
|
1.67K
$246K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-51- 1.47% |
$6.39K - $7.22K
|
3.43K
$504K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-51Closed |
$6.39K - $7.22K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-52- 0.92% |
$6.52K - $7.36K
|
5.63K
$827K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-58- 27.23% |
$7.27K - $8.21K
|
155
$22.8K
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-59- 0.51% |
$7.4K - $8.35K
|
11.6K
$1.7M
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-60- 3.99% |
$7.52K - $8.49K
|
1.45K
$212K
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-60- 0.71% |
$7.52K - $8.49K
|
8.43K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-64- 0.59% |
$8.02K - $9.06K
|
10.8K
$1.58M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-64- 2.63% |
$8.02K - $9.06K
|
2.37K
$348K
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-65- 0.87% |
$8.15K - $9.2K
|
7.4K
$1.09M
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-65- 2.08% |
$8.15K - $9.2K
|
3.06K
$450K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-66- 4.09% |
$8.27K - $9.34K
|
1.55K
$227K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-67- 1.25% |
$8.4K - $9.48K
|
5.28K
$776K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-71- 2.97% |
$8.9K - $10K
|
2.32K
$341K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-74- 2.12% |
$9.28K - $10.5K
|
3.42K
$503K
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 0.71% |
$9.4K - $10.6K
|
10.4K
$1.53M
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.71% |
$9.4K - $10.6K
|
10.4K
$1.54M
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-76- 0.85% |
$9.53K - $10.8K
|
8.9K
$1.31M
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-80- 0.51% |
$10K - $11.3K
|
15.5K
$2.27M
|