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 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-390- 0.64% |
$48.9K - $55.2K
|
60.1K
$8.84M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 4.17% |
$50.1K - $56.6K
|
9.19K
$1.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-400- 13.16% |
$50.1K - $56.6K
|
2.64K
$388K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-420- 1.25% |
$52.6K - $59.4K
|
33.3K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-425- 64.69% |
$53.3K - $60.1K
|
232
$34.1K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-425- 28.28% |
$53.3K - $60.1K
|
1.08K
$159K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-436- 7.86% |
$54.6K - $61.7K
|
5.11K
$751K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-439- 2.98% |
$55K - $62.1K
|
14.3K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-445- 14.09% |
$55.8K - $63K
|
2.71K
$399K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-449- 1.19% |
$56.3K - $63.5K
|
37.2K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-453- 6.43% |
$56.8K - $64.1K
|
6.59K
$969K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-460- 5.53% |
$57.7K - $65.1K
|
7.85K
$1.15M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-462- 1.15% |
$57.9K - $65.4K
|
39.8K
$5.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-465- 8.42% |
$58.3K - $65.8K
|
5.06K
$744K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-490- 2.7% |
$61.4K - $69.3K
|
17.6K
$2.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-499- 37.49% |
$62.5K - $70.6K
|
832
$122K
|
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-505- 19.98% |
$63.3K - $71.5K
|
2.02K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-507- 5.72% |
$63.5K - $71.7K
|
8.35K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-508- 0.81% |
$63.7K - $71.9K
|
62K
$9.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-515- 11.37% |
$64.6K - $72.9K
|
4.02K
$590K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-525- 11.42% |
$65.8K - $74.3K
|
4.07K
$599K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-538- 13.29% |
$67.4K - $76.1K
|
3.51K
$516K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-540- 23.13% |
$67.7K - $76.4K
|
1.8K
$264K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-580- 4.34% |
$72.7K - $82.1K
|
12.8K
$1.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-590- 66.37% |
$74K - $83.5K
|
299
$44K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-603- 5.39% |
$75.6K - $85.3K
|
10.6K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-608- 5.51% |
$76.2K - $86K
|
10.4K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-609- 11.07% |
$76.3K - $86.2K
|
4.89K
$720K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-617- 6.35% |
$77.3K - $87.3K
|
9.1K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-617- 82.82% |
$77.3K - $87.3K
|
128
$18.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-665- 25.78% |
$83.4K - $94.1K
|
1.92K
$282K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-671- 2.37% |
$84.1K - $94.9K
|
27.6K
$4.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-673- 6.27% |
$84.4K - $95.2K
|
10.1K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-674- 0.47% |
$84.5K - $95.4K
|
143K
$21.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-676- 3.05% |
$84.7K - $95.6K
|
21.5K
$3.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-699- 1.9% |
$87.6K - $98.9K
|
36.1K
$5.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-725- 28.01% |
$90.9K - $103K
|
1.86K
$274K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-735- 3.01% |
$92.1K - $104K
|
23.7K
$3.48M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-736- 27.21% |
$92.3K - $104K
|
1.97K
$290K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-741- 1.05% |
$92.9K - $105K
|
69.9K
$10.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-741- 11.81% |
$92.9K - $105K
|
5.53K
$814K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-750- 2.06% |
$94K - $106K
|
35.6K
$5.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-751- 3.74% |
$94.1K - $106K
|
19.4K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-752- 7.72% |
$94.3K - $106K
|
8.99K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-760- 3.98% |
$95.3K - $108K
|
18.3K
$2.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-782- 5.8% |
$98K - $111K
|
12.7K
$1.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-786Closed |
$98.5K - $111K
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-801- 7.09% |
$100K - $113K
|
10.5K
$1.54M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-810- 42.06% |
$102K - $115K
|
1.12K
$164K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-812- 15.49% |
$102K - $115K
|
4.43K
$651K
|