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 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.23K+ 99.11% |
$530K - $599K
|
8.5K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.13KNew |
$518K - $584K
|
4.13K
$607K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.11K+ 11.21% |
$515K - $582K
|
40.8K
$6M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.11K+ 37.68% |
$515K - $581K
|
15K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.1K+ 6.28% |
$514K - $581K
|
69.5K
$10.2M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.99K+ 19.23% |
$500K - $565K
|
24.7K
$3.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.95K+ 21.84% |
$494K - $558K
|
22K
$3.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$492K - $555K
|
3.92K
$577K
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.91K+ 8.23% |
$490K - $554K
|
51.5K
$7.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.91K+ 2.71% |
$490K - $553K
|
148K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.9KNew |
$489K - $552K
|
3.9K
$574K
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.85KNew |
$482K - $544K
|
3.85K
$566K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.81K+ 6.5% |
$478K - $540K
|
62.5K
$9.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.79KNew |
$475K - $537K
|
3.79K
$558K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.66K+ 28.59% |
$458K - $518K
|
16.5K
$2.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.6K+ 14.85% |
$451K - $509K
|
27.8K
$4.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.55K+ 5.63% |
$445K - $503K
|
66.7K
$9.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.55K+ 1.92% |
$444K - $502K
|
188K
$27.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.53K+ 3.2% |
$442K - $499K
|
114K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
3.53KNew |
$442K - $499K
|
3.53K
$519K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.48K+ 20.48% |
$436K - $493K
|
20.5K
$3.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 5.87% |
$432K - $487K
|
62.1K
$9.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.4KNew |
$426K - $481K
|
3.4K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.39K+ 42.18% |
$425K - $480K
|
11.4K
$1.68M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
3.39K+ 92.44% |
$424K - $479K
|
7.05K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3.38K+ 71.64% |
$423K - $478K
|
8.09K
$1.19M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
3.37K+ 5.38% |
$422K - $477K
|
66K
$9.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.27K+ 37.64% |
$410K - $463K
|
12K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
3.2K+ 21.85% |
$401K - $453K
|
17.9K
$2.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 2.4% |
$401K - $452K
|
136K
$20M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
3.17KNew |
$398K - $449K
|
3.17K
$467K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.17KNew |
$397K - $448K
|
3.17K
$466K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.09K+ 17.89% |
$388K - $438K
|
20.4K
$3M
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
3.09KNew |
$387K - $437K
|
3.09K
$454K
|
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.02KNew |
$379K - $428K
|
3.02K
$444K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.99K+ 39.31% |
$375K - $423K
|
10.6K
$1.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
2.97K+ 9.12% |
$372K - $420K
|
35.5K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.92K+ 9743.33% |
$366K - $414K
|
2.95K
$434K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.9K+ 2.08% |
$363K - $410K
|
142K
$20.9M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.89KNew |
$363K - $409K
|
2.89K
$426K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.89KNew |
$362K - $409K
|
2.89K
$425K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
2.86K+ 7.75% |
$359K - $405K
|
39.8K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.77K+ 2.31% |
$347K - $392K
|
123K
$18.1M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$346K - $390K
|
2.76K
$406K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.76KNew |
$346K - $390K
|
2.76K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.74KNew |
$344K - $388K
|
2.74K
$403K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
2.71K+ 36.7% |
$340K - $384K
|
10.1K
$1.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
2.71K+ 13.3% |
$339K - $383K
|
23.1K
$3.39M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.71KNew |
$339K - $383K
|
2.71K
$398K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.71KNew |
$339K - $383K
|
2.71K
$398K
|