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 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-818- 14.14% |
$103K - $116K
|
4.97K
$730K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-824- 55.01% |
$103K - $117K
|
674
$99.1K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-856- 1.78% |
$107K - $121K
|
47.3K
$6.95M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-875- 11.1% |
$110K - $124K
|
7.01K
$1.03M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-878- 38.17% |
$110K - $124K
|
1.42K
$209K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-883- 0.76% |
$111K - $125K
|
116K
$17.1M
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-883- 8.99% |
$111K - $125K
|
8.94K
$1.31M
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-886- 5.15% |
$111K - $125K
|
16.3K
$2.4M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-897- 97.29% |
$112K - $127K
|
25
$3.68K
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-911- 4.09% |
$114K - $129K
|
21.4K
$3.14M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-930- 7.55% |
$117K - $132K
|
11.4K
$1.67M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-939Closed |
$118K - $133K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-941- 4.52% |
$118K - $133K
|
19.9K
$2.92M
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-981- 10.36% |
$123K - $139K
|
8.49K
$1.25M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-997- 24.01% |
$125K - $141K
|
3.16K
$464K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-997- 24.01% |
$125K - $141K
|
3.16K
$464K
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.01KClosed |
$127K - $143K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.25% |
$128K - $144K
|
44.2K
$6.5M
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.03K- 1.81% |
$129K - $146K
|
55.9K
$8.21M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 4.54% |
$130K - $146K
|
21.8K
$3.2M
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.05K- 14.19% |
$132K - $149K
|
6.35K
$934K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.05KClosed |
$132K - $149K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 1.33% |
$132K - $149K
|
78K
$11.5M
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.06K- 9.18% |
$133K - $150K
|
10.5K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.07K- 18.03% |
$134K - $151K
|
4.85K
$712K
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.08K- 1.71% |
$136K - $153K
|
62.1K
$9.13M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.09K- 19.98% |
$136K - $154K
|
4.35K
$640K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.1K- 2.21% |
$138K - $156K
|
48.9K
$7.19M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.12K- 4.82% |
$141K - $159K
|
22.1K
$3.26M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.17K- 8.29% |
$146K - $165K
|
12.9K
$1.89M
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.19K- 10.95% |
$149K - $168K
|
9.65K
$1.42M
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.2K- 2.49% |
$151K - $170K
|
47.1K
$6.93M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 31.33% |
$157K - $177K
|
2.74K
$403K
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.31K- 3.71% |
$164K - $185K
|
33.9K
$4.99M
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.33K- 27.79% |
$167K - $189K
|
3.46K
$509K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.34K- 13.16% |
$168K - $189K
|
8.82K
$1.3M
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.34K- 8.4% |
$168K - $190K
|
14.6K
$2.15M
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 91.32% |
$169K - $191K
|
128
$18.8K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.39KClosed |
$174K - $196K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.39K- 48.72% |
$174K - $196K
|
1.46K
$215K
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.44K- 2.27% |
$181K - $204K
|
62.1K
$9.14M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.45K- 5.96% |
$181K - $204K
|
22.8K
$3.35M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.45KClosed |
$181K - $205K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.46K- 92.34% |
$183K - $206K
|
121
$17.8K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.48K- 45.74% |
$186K - $209K
|
1.76K
$258K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.49K- 4.57% |
$186K - $210K
|
31K
$4.56M
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 34.25% |
$188K - $212K
|
2.88K
$423K
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.5K- 33.33% |
$188K - $212K
|
3K
$441K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.54K- 5.26% |
$193K - $217K
|
27.7K
$4.07M
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.55K- 8.89% |
$194K - $219K
|
15.9K
$2.33M
|