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 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.58K- 41.68% |
$198K - $223K
|
2.21K
$325K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.58KClosed |
$198K - $224K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.59KClosed |
$199K - $225K
|
0
$0
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.61K- 18.0% |
$201K - $227K
|
7.31K
$1.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$201K - $227K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.61K- 18.01% |
$201K - $227K
|
7.31K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.61K- 10.65% |
$202K - $228K
|
13.5K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.63K- 17.22% |
$204K - $230K
|
7.83K
$1.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.67KClosed |
$209K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.67K- 4.57% |
$209K - $236K
|
34.8K
$5.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-1.67K- 16.51% |
$209K - $236K
|
8.45K
$1.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.72K- 23.39% |
$216K - $243K
|
5.63K
$828K
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.77K- 19.56% |
$222K - $251K
|
7.3K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.77K- 26.85% |
$222K - $251K
|
4.83K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.79K- 2.87% |
$224K - $253K
|
60.5K
$8.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.81K- 50.97% |
$227K - $257K
|
1.74K
$256K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-1.84KClosed |
$230K - $260K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-1.85K- 2.1% |
$232K - $262K
|
86.3K
$12.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.85K- 60.18% |
$232K - $262K
|
1.23K
$180K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.91K- 3.38% |
$239K - $270K
|
54.6K
$8.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.93KClosed |
$242K - $273K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.94KClosed |
$243K - $275K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.96KClosed |
$245K - $277K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.96K- 14.76% |
$246K - $277K
|
11.3K
$1.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.97K- 5.58% |
$247K - $279K
|
33.3K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 0.57% |
$247K - $279K
|
344K
$50.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.98K- 44.26% |
$248K - $280K
|
2.49K
$366K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-2K- 0.74% |
$251K - $284K
|
270K
$39.7M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-2.03K- 5.69% |
$255K - $288K
|
33.7K
$4.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.05K- 10.13% |
$257K - $290K
|
18.2K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.08KClosed |
$261K - $295K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.13K- 1.43% |
$267K - $301K
|
147K
$21.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.14KClosed |
$268K - $303K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.16K- 42.94% |
$271K - $306K
|
2.87K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 18.59% |
$272K - $307K
|
9.51K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$285K - $322K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.34K- 12.86% |
$294K - $332K
|
15.9K
$2.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.35K- 25.9% |
$295K - $333K
|
6.74K
$990K
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.42K- 1.54% |
$303K - $342K
|
155K
$22.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.43K- 27.11% |
$304K - $343K
|
6.52K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.44K- 90.98% |
$306K - $345K
|
242
$35.6K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.49K- 46.88% |
$312K - $352K
|
2.82K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-2.53K- 50.38% |
$317K - $358K
|
2.49K
$366K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-2.58K- 10.31% |
$324K - $365K
|
22.4K
$3.3M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-2.59K- 23.64% |
$325K - $367K
|
8.38K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.63KClosed |
$330K - $372K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.64K- 1.73% |
$331K - $374K
|
150K
$22.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.66KClosed |
$333K - $376K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-2.83K- 22.66% |
$354K - $400K
|
9.64K
$1.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.89KClosed |
$362K - $409K
|
0
$0
|