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 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.67KNew |
$334K - $377K
|
2.67K
$390K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.66KNew |
$333K - $376K
|
2.66K
$390K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.65K+ 2.48% |
$332K - $374K
|
109K
$16M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.61KNew |
$328K - $370K
|
2.61K
$383K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.61K+ 7.31% |
$327K - $369K
|
38.3K
$5.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.59KNew |
$325K - $367K
|
2.59K
$380K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
2.58K+ 7.26% |
$323K - $364K
|
38K
$5.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.54K+ 6.59% |
$318K - $359K
|
41K
$6.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.53K+ 17.56% |
$316K - $357K
|
16.9K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.5K+ 8.2% |
$313K - $353K
|
32.9K
$4.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
2.48KNew |
$310K - $350K
|
2.48K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.47K+ 12.44% |
$309K - $349K
|
22.3K
$3.26M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 52.47% |
$309K - $349K
|
7.16K
$1.05M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.44KNew |
$306K - $345K
|
2.44K
$357K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2.38K+ 6.97% |
$298K - $336K
|
36.4K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.36K+ 10.78% |
$296K - $334K
|
24.3K
$3.55M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.35K+ 5.37% |
$294K - $332K
|
46.1K
$6.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.35KNew |
$294K - $332K
|
2.35K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.33KNew |
$292K - $329K
|
2.33K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.3KNew |
$288K - $325K
|
2.3K
$337K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
2.29K+ 12.38% |
$288K - $325K
|
20.8K
$3.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.27KNew |
$285K - $321K
|
2.27K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.26KNew |
$283K - $320K
|
2.26K
$331K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.25KNew |
$282K - $319K
|
2.25K
$330K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.25KNew |
$282K - $318K
|
2.25K
$329K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.23K+ 10.69% |
$279K - $315K
|
23K
$3.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.23K+ 153.09% |
$279K - $315K
|
3.68K
$539K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.2K+ 43.38% |
$275K - $311K
|
7.26K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.19K+ 113.28% |
$275K - $310K
|
4.13K
$604K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.19K+ 19.0% |
$274K - $310K
|
13.7K
$2.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
2.18K+ 2.45% |
$274K - $309K
|
91.3K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.18K+ 53.92% |
$273K - $309K
|
6.23K
$912K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 33.17% |
$273K - $308K
|
8.75K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.17KNew |
$272K - $307K
|
2.17K
$318K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17K+ 123.8% |
$272K - $307K
|
3.92K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
2.17K+ 2.16% |
$271K - $306K
|
102K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
2.15KNew |
$270K - $305K
|
2.15K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 3.41% |
$263K - $297K
|
63.6K
$9.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.1K+ 726.3% |
$263K - $297K
|
2.39K
$350K
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.09KNew |
$262K - $296K
|
2.09K
$306K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.09K+ 5.55% |
$261K - $295K
|
39.7K
$5.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$256K - $289K
|
2.05K
$300K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 6.09% |
$255K - $288K
|
35.5K
$5.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.02KNew |
$253K - $285K
|
2.02K
$295K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.01K+ 7.97% |
$252K - $285K
|
27.3K
$3.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.01KNew |
$252K - $285K
|
2.01K
$295K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.01K+ 30.53% |
$252K - $284K
|
8.59K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.01K+ 19.01% |
$252K - $284K
|
12.6K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2KNew |
$251K - $283K
|
2K
$293K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.98KNew |
$248K - $280K
|
1.98K
$289K
|