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 25, 2023 Q4 2022
Fagan Associates, Inc.

BUY
 -
1.26K
+ 8.88%
$153K - $176K
15.4K $2.25M
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
1.25K
+ 1.93%
$153K - $175K
66.1K $9.66M
Jan 18, 2023 Q4 2022
Aries Wealth Management

BUY
 -
1.25K
+ 30.56%
$152K - $175K
5.34K $781K
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.23K
+ 36.26%
$150K - $173K
4.63K $677K
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
1.23K
+ 11.93%
$150K - $173K
11.6K $1.69M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
1.22K
+ 3.71%
$149K - $171K
34.1K $4.99M
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.18K
+ 5.47%
$144K - $165K
22.8K $3.33M
Mar 24, 2023 Q4 2022
Ratio Wealth Group

Denver, CO
BUY
 -
1.16K
+ 12.37%
$141K - $162K
10.5K $1.54M
Jan 24, 2023 Q4 2022
Courier Capital LLC

BUY
 -
1.16K
+ 9.06%
$141K - $162K
13.9K $2.03M
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

BUY
 -
1.14K
+ 12.01%
$139K - $160K
10.6K $1.55M
Feb 14, 2023 Q4 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1.1K
+ 0.57%
$134K - $154K
195K $28.5M
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.09K
+ 8.77%
$133K - $153K
13.6K $1.98M
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.09K
+ 131.8%
$132K - $152K
1.91K $279K
Jan 24, 2023 Q4 2022
Wealthpoint, LLC

BUY
 -
1.07K
+ 2.89%
$130K - $150K
38K $5.56M
Jan 10, 2023 Q4 2022
Avitas Wealth Management LLC

BUY
 -
1.06K
+ 6.63%
$129K - $149K
17.1K $2.5M
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
1.06K
+ 5.93%
$129K - $148K
18.9K $2.76M
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
BUY
 -
1.04K
+ 51.75%
$126K - $145K
3.04K $444K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
1.03K
+ 20.71%
$126K - $144K
6K $877K
Feb 09, 2023 Q4 2022
River Glades Family Offices LLC

Naples, FL
BUY
 -
980
+ 6.06%
$119K - $137K
17.1K $2.51M
Feb 03, 2023 Q4 2022
Regions Financial Corp

BUY
 -
978
+ 6.36%
$119K - $137K
16.4K $2.39M
Jan 25, 2023 Q4 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
952
+ 4.25%
$116K - $133K
23.3K $3.41M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
937
+ 25.76%
$114K - $131K
4.58K $669K
Feb 03, 2023 Q4 2022
Total Clarity Wealth Management, Inc.

BUY
 -
932
+ 36.64%
$114K - $131K
3.48K $508K
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
932
+ 19.66%
$114K - $131K
5.67K $829K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
931
+ 1.49%
$113K - $130K
63.5K $9.28M
Jan 31, 2023 Q4 2022
Bank Of The West

BUY
 -
918
+ 35.15%
$112K - $129K
3.53K $516K
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
906
+ 5.93%
$110K - $127K
16.2K $2.36M
Feb 15, 2023 Q4 2022
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
883
+ 40.9%
$108K - $124K
3.04K $445K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
870
+ 5.17%
$106K - $122K
17.7K $2.59M
Jan 06, 2023 Q4 2022
Boltwood Capital Management

BUY
 -
844
+ 4.15%
$103K - $118K
21.2K $3.1M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
840
New
$102K - $118K
840 $123K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
831
+ 31.47%
$101K - $116K
3.47K $508K
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
814
+ 43.0%
$99.2K - $114K
2.71K $396K
Feb 14, 2023 Q4 2022
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
807
+ 1.21%
$98.3K - $113K
67.6K $9.89M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
805
+ 17.6%
$98.1K - $113K
5.38K $786K
Feb 07, 2023 Q4 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
794
+ 2.5%
$96.7K - $111K
32.5K $4.76M
Jan 13, 2023 Q4 2022
Contravisory Investment Management, Inc.

BUY
 -
792
+ 11.26%
$96.5K - $111K
7.82K $1.14M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
785
+ 40.3%
$95.7K - $110K
2.73K $399K
Jan 24, 2023 Q4 2022
Rockland Trust CO

BUY
 -
783
+ 16.86%
$95.4K - $110K
5.43K $793K
Jan 12, 2023 Q4 2022
Sterling Investment Management, LLC

BUY
 -
775
+ 19.08%
$94.4K - $109K
4.84K $707K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
772
+ 1.99%
$94.1K - $108K
39.7K $5.8M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
770
+ 1.38%
$93.8K - $108K
56.5K $8.26M
Feb 24, 2023 Q4 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
770
New
$93.8K - $108K
770 $113K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
765
+ 41.55%
$93.2K - $107K
2.61K $381K
Sep 07, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
765
+ 41.55%
$93.2K - $107K
2.61K $381K
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
760
+ 18.68%
$92.6K - $106K
4.83K $706K
Jan 06, 2023 Q4 2022
Goal Vest Advisory LLC

BUY
 -
747
+ 4.28%
$91K - $105K
18.2K $2.66M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
738
New
$89.9K - $103K
738 $108K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
729
+ 5.61%
$88.8K - $102K
13.7K $2.01M

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