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
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-81- 2.2% |
$10.2K - $11.5K
|
3.6K
$529K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-82- 3.31% |
$10.3K - $11.6K
|
2.4K
$353K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-84- 1.34% |
$10.5K - $11.9K
|
6.2K
$911K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-85- 0.05% |
$10.7K - $12K
|
166K
$24.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-85- 16.04% |
$10.7K - $12K
|
445
$65.4K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-86- 0.14% |
$10.8K - $12.2K
|
60.7K
$8.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-89- 1.57% |
$11.2K - $12.6K
|
5.59K
$821K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-89- 0.46% |
$11.2K - $12.6K
|
19.2K
$2.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-92- 3.51% |
$11.5K - $13K
|
2.53K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-94- 26.26% |
$11.8K - $13.3K
|
264
$38.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-98- 0.95% |
$12.3K - $13.9K
|
10.2K
$1.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-100- 2.56% |
$12.5K - $14.1K
|
3.81K
$559K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 5.8% |
$12.5K - $14.1K
|
1.63K
$239K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-101- 3.53% |
$12.7K - $14.3K
|
2.76K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-101- 2.27% |
$12.7K - $14.3K
|
4.36K
$641K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-101- 5.73% |
$12.7K - $14.3K
|
1.66K
$245K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-102- 0.31% |
$12.8K - $14.4K
|
32.5K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-103- 0.5% |
$12.9K - $14.6K
|
20.3K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-110Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-111- 0.56% |
$13.9K - $15.7K
|
19.6K
$2.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-115- 2.99% |
$14.4K - $16.3K
|
3.73K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-115- 2.87% |
$14.4K - $16.3K
|
3.89K
$572K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 1.85% |
$14.5K - $16.4K
|
6.16K
$905K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-123- 1.09% |
$15.4K - $17.4K
|
11.2K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-126- 0.99% |
$15.8K - $17.8K
|
12.6K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-127Closed |
$15.9K - $18K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-127- 6.64% |
$15.9K - $18K
|
1.79K
$263K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-129- 4.33% |
$16.2K - $18.3K
|
2.85K
$419K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-130- 3.7% |
$16.3K - $18.4K
|
3.39K
$498K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-134- 3.34% |
$16.8K - $19K
|
3.88K
$571K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-139- 0.69% |
$17.4K - $19.7K
|
20K
$2.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-139- 14.91% |
$17.4K - $19.7K
|
793
$117K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-139- 0.69% |
$17.4K - $19.7K
|
20K
$2.93M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-141- 15.48% |
$17.7K - $20K
|
770
$113K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-144- 3.2% |
$18K - $20.4K
|
4.35K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-146Closed |
$18.3K - $20.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-146- 26.69% |
$18.3K - $20.7K
|
401
$59K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-147- 3.29% |
$18.4K - $20.8K
|
4.32K
$635K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-147- 13.95% |
$18.4K - $20.8K
|
907
$133K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-150- 0.81% |
$18.8K - $21.2K
|
18.3K
$2.69M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-150- 1.01% |
$18.8K - $21.2K
|
14.8K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-152- 1.76% |
$19.1K - $21.5K
|
8.49K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-156- 2.27% |
$19.6K - $22.1K
|
6.72K
$989K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-157- 0.61% |
$19.7K - $22.2K
|
25.6K
$3.76M
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-158- 1.2% |
$19.8K - $22.4K
|
13K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-162- 7.66% |
$20.3K - $22.9K
|
1.95K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-162- 8.49% |
$20.3K - $22.9K
|
1.75K
$257K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-162- 4.28% |
$20.3K - $22.9K
|
3.63K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-167- 2.34% |
$20.9K - $23.6K
|
6.97K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-171- 9.29% |
$21.4K - $24.2K
|
1.67K
$245K
|