Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2022. 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 09, 2023 Q4 2022
Summit Financial Group, Inc.

BUY
 -
2.5K
+ 57.22%
$304K - $350K
6.86K $1M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.49K
+ 17.81%
$303K - $349K
16.5K $2.41M
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
2.47K
New
$301K - $346K
2.47K $361K
Feb 14, 2023 Q4 2022
Swmg, LLC

Fort Worth, TX
BUY
 -
2.46K
New
$299K - $344K
2.46K $359K
Feb 06, 2023 Q4 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.43K
New
$296K - $340K
2.43K $355K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
2.43K
New
$296K - $340K
2.43K $355K
Feb 09, 2023 Q4 2022
Constitution Capital LLC

Shelton, CT
BUY
 -
2.42K
+ 5.05%
$295K - $339K
50.3K $7.36M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
2.41K
+ 7.73%
$294K - $338K
33.6K $4.91M
Feb 06, 2023 Q4 2022
Gyroscope Capital Management Group, LLC

BUY
 -
2.4K
+ 8.35%
$292K - $336K
31.1K $4.54M
Jan 27, 2023 Q4 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
2.38K
New
$290K - $333K
2.38K $347K
Feb 07, 2023 Q4 2022
B&D White Capital Company, LLC

BUY
 -
2.32K
+ 11.14%
$282K - $325K
23.1K $3.38M
Jan 13, 2023 Q4 2022
Range Financial Group LLC

BUY
 -
2.31K
New
$281K - $323K
2.31K $337K
Feb 14, 2023 Q4 2022
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2.29K
+ 42.4%
$279K - $321K
7.68K $1.12M
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

BUY
 -
2.28K
New
$277K - $319K
2.28K $333K
Jan 11, 2023 Q4 2022
Collective Family Office LLC

BUY
 -
2.28K
New
$277K - $319K
2.28K $333K
Jan 24, 2023 Q4 2022
Lyell Wealth Management, LP

BUY
 -
2.26K
+ 8.75%
$275K - $317K
28.1K $4.11M
Jan 25, 2023 Q4 2022
Hanlon Investment Management, Inc.

BUY
 -
2.25K
New
$274K - $315K
2.25K $329K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

BUY
 -
2.25K
New
$274K - $315K
2.25K $328K
Jan 27, 2023 Q4 2022
Clarus Group, Inc.

BUY
 -
2.25K
New
$274K - $315K
2.25K $328K
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

BUY
 -
2.24K
+ 31.06%
$273K - $314K
9.45K $1.38M
Feb 14, 2023 Q4 2022
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
2.23K
New
$271K - $312K
2.23K $326K
Jan 19, 2023 Q4 2022
Round Rock Advisors, LLC

BUY
 -
2.22K
+ 3.92%
$271K - $311K
58.9K $8.62M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
2.22K
New
$271K - $311K
2.22K $325K
Feb 13, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
2.22K
New
$270K - $311K
2.22K $324K
Feb 16, 2023 Q4 2022
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
2.21K
New
$269K - $310K
2.21K $323K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
2.2K
+ 3.05%
$267K - $308K
74.1K $10.8M
Jan 30, 2023 Q4 2022
Guyasuta Investment Advisors Inc

BUY
 -
2.18K
+ 113.54%
$266K - $305K
4.1K $599K
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
2.16K
+ 23.83%
$263K - $302K
11.2K $1.64M
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
2.15K
+ 32.31%
$262K - $301K
8.8K $1.29M
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
2.13K
+ 41.69%
$260K - $299K
7.24K $1.06M
Jan 26, 2023 Q4 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.12K
+ 3.2%
$258K - $297K
68.3K $9.98M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
2.12K
New
$258K - $297K
2.12K $309K
Feb 13, 2023 Q4 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.12K
New
$258K - $296K
2.12K $309K
Jan 25, 2023 Q4 2022
Alpha Cubed Investments, LLC

BUY
 -
2.07K
+ 51.49%
$252K - $290K
6.09K $890K
Feb 09, 2023 Q4 2022
Star Financial Bank

Fort Wayne, IN
BUY
 -
2.06K
New
$251K - $289K
2.06K $301K
Jan 27, 2023 Q4 2022
Welch Group, LLC

BUY
 -
2.06K
New
$251K - $288K
2.06K $301K
Feb 13, 2023 Q4 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
2.05K
New
$250K - $287K
2.05K $300K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
2.05K
+ 18.69%
$249K - $287K
13K $1.9M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.04K
New
$248K - $286K
2.04K $298K
Jan 25, 2023 Q4 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
2.04K
New
$248K - $285K
2.04K $297K
Feb 06, 2023 Q4 2022
Concentrum Wealth Management

BUY
 -
2.03K
+ 19.65%
$247K - $284K
12.4K $1.81M
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.01K
+ 93.13%
$244K - $281K
4.16K $608K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
1.98K
+ 23.57%
$242K - $278K
10.4K $1.52M
Jan 19, 2023 Q4 2022
Access Financial Services, Inc.

BUY
 -
1.98K
+ 12.96%
$241K - $277K
17.3K $2.52M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
1.98K
New
$241K - $277K
1.98K $289K
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
1.98K
+ 12.71%
$241K - $277K
17.5K $2.56M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
1.98K
New
$241K - $277K
1.98K $289K
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.97K
New
$241K - $277K
1.97K $289K
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
1.97K
+ 20.64%
$240K - $276K
11.5K $1.68M

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