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 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-172- 9.52% |
$21.6K - $24.3K
|
1.64K
$240K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-172- 5.04% |
$21.6K - $24.3K
|
3.24K
$476K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-174- 3.8% |
$21.8K - $24.6K
|
4.41K
$648K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-175- 0.41% |
$21.9K - $24.8K
|
42.5K
$6.25M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-176- 0.86% |
$22.1K - $24.9K
|
20.3K
$2.98M
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-183- 0.04% |
$22.9K - $25.9K
|
521K
$76.5M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-188- 5.04% |
$23.6K - $26.6K
|
3.54K
$521K
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-189- 1.64% |
$23.7K - $26.7K
|
11.4K
$1.67M
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-190- 14.07% |
$23.8K - $26.9K
|
1.16K
$171K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-192- 6.43% |
$24.1K - $27.2K
|
2.79K
$411K
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-194- 3.09% |
$24.3K - $27.4K
|
6.08K
$894K
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-196- 2.05% |
$24.6K - $27.7K
|
9.39K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-197- 5.37% |
$24.7K - $27.9K
|
3.47K
$510K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$25.1K - $28.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-208- 1.93% |
$26.1K - $29.4K
|
10.6K
$1.55M
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-215- 2.87% |
$26.9K - $30.4K
|
7.29K
$1.07M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-217- 0.54% |
$27.2K - $30.7K
|
40.3K
$5.93M
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-218- 1.01% |
$27.3K - $30.8K
|
21.4K
$3.15M
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-221- 16.48% |
$27.7K - $31.3K
|
1.12K
$165K
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-224- 1.12% |
$28.1K - $31.7K
|
19.8K
$2.91M
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-232- 4.75% |
$29.1K - $32.8K
|
4.66K
$685K
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-239- 0.74% |
$30K - $33.8K
|
31.8K
$4.68M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-241- 4.94% |
$30.2K - $34.1K
|
4.64K
$683K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-244- 69.52% |
$30.6K - $34.5K
|
107
$15.7K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-249- 4.91% |
$31.2K - $35.2K
|
4.83K
$710K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-250- 4.24% |
$31.3K - $35.4K
|
5.64K
$830K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-256- 2.8% |
$32.1K - $36.2K
|
8.87K
$1.3M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-265- 0.67% |
$33.2K - $37.5K
|
39.1K
$5.75M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-266- 4.75% |
$33.3K - $37.6K
|
5.34K
$785K
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-271- 4.78% |
$34K - $38.3K
|
5.4K
$793K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-274- 0.43% |
$34.3K - $38.8K
|
63.6K
$9.35M
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-278- 9.46% |
$34.8K - $39.3K
|
2.66K
$391K
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-281- 12.25% |
$35.2K - $39.8K
|
2.01K
$296K
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-283- 11.19% |
$35.5K - $40K
|
2.25K
$330K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-290- 6.59% |
$36.3K - $41K
|
4.11K
$605K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-292- 7.27% |
$36.6K - $41.3K
|
3.73K
$548K
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-293- 7.99% |
$36.7K - $41.5K
|
3.38K
$496K
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-297- 13.18% |
$37.2K - $42K
|
1.96K
$288K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-300- 0.77% |
$37.6K - $42.4K
|
38.5K
$5.67M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-300- 0.85% |
$37.6K - $42.4K
|
35.1K
$5.16M
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-310- 0.48% |
$38.9K - $43.9K
|
64.8K
$9.53M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-315- 0.5% |
$39.5K - $44.6K
|
62.8K
$9.23M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-333- 12.99% |
$41.7K - $47.1K
|
2.23K
$328K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-338- 14.13% |
$42.4K - $47.8K
|
2.05K
$302K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-343- 34.13% |
$43K - $48.5K
|
662
$97.3K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-344- 16.27% |
$43.1K - $48.7K
|
1.77K
$260K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-369- 6.13% |
$46.3K - $52.2K
|
5.65K
$831K
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-370- 10.6% |
$46.4K - $52.4K
|
3.12K
$459K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-372- 24.73% |
$46.6K - $52.6K
|
1.13K
$166K
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-375- 3.59% |
$47K - $53.1K
|
10.1K
$1.48M
|