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 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$1.51M - $1.71M
|
12.1K
$1.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12K+ 500.0% |
$1.5M - $1.69M
|
14.4K
$2.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.9K+ 272.32% |
$1.49M - $1.68M
|
16.2K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
11.8KNew |
$1.47M - $1.66M
|
11.8K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.7K+ 111.63% |
$1.47M - $1.66M
|
22.2K
$3.25M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 237.67% |
$1.47M - $1.66M
|
16.6K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.6K+ 525.63% |
$1.46M - $1.65M
|
13.8K
$2.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
11.6K+ 10.31% |
$1.45M - $1.64M
|
124K
$18.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.6K+ 6.13% |
$1.45M - $1.64M
|
200K
$29.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
11.4K+ 331.14% |
$1.43M - $1.62M
|
14.9K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.4K+ 64.54% |
$1.43M - $1.61M
|
29K
$4.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.4KNew |
$1.42M - $1.61M
|
11.4K
$1.66M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 2.22% |
$1.42M - $1.61M
|
522K
$76.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 5.46% |
$1.42M - $1.61M
|
219K
$32.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 1.12% |
$1.42M - $1.6M
|
1.02M
$150M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$1.4M - $1.58M
|
11.2K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.1K+ 80.92% |
$1.4M - $1.58M
|
24.9K
$3.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
11.1KNew |
$1.39M - $1.57M
|
11.1K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
11K+ 1100.0% |
$1.38M - $1.56M
|
12K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.47M
|
10.4K
$1.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$1.29M - $1.46M
|
10.3K
$1.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.2KNew |
$1.27M - $1.44M
|
10.2K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
10.1K+ 10.91% |
$1.27M - $1.43M
|
103K
$15.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
10.1KNew |
$1.27M - $1.43M
|
10.1K
$1.48M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$1.26M - $1.42M
|
10.1K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.41M
|
10K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
9.83KNew |
$1.23M - $1.39M
|
9.83K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.78K+ 269.08% |
$1.23M - $1.38M
|
13.4K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.62KNew |
$1.21M - $1.36M
|
9.62K
$1.41M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.5K+ 20.91% |
$1.19M - $1.34M
|
54.9K
$8.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.45K+ 26.12% |
$1.18M - $1.34M
|
45.6K
$6.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
9.38KNew |
$1.18M - $1.33M
|
9.38K
$1.37M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.37K+ 199.98% |
$1.17M - $1.33M
|
14.1K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9.37KNew |
$1.17M - $1.33M
|
9.37K
$1.37M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.31KNew |
$1.17M - $1.32M
|
9.31K
$1.36M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.29KNew |
$1.16M - $1.31M
|
9.29K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
9.26KNew |
$1.16M - $1.31M
|
9.26K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.19K+ 10.19% |
$1.15M - $1.3M
|
99.4K
$14.6M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.09K+ 120.66% |
$1.14M - $1.29M
|
16.6K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9KNew |
$1.13M - $1.27M
|
9K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.68K+ 1847.02% |
$1.09M - $1.23M
|
9.15K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.53K+ 6.21% |
$1.07M - $1.21M
|
146K
$21.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.53KNew |
$1.07M - $1.21M
|
8.53K
$1.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.5K+ 1340.06% |
$1.06M - $1.2M
|
9.13K
$1.34M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.49KNew |
$1.06M - $1.2M
|
8.49K
$1.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
8.37K+ 4.5% |
$1.05M - $1.18M
|
194K
$28.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.12K+ 0.35% |
$1.02M - $1.15M
|
2.35M
$344M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.98K+ 48.29% |
$1M - $1.13M
|
24.5K
$3.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.97K+ 2.0% |
$999K - $1.13M
|
406K
$59.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.78K+ 18.41% |
$975K - $1.1M
|
50K
$7.33M
|