Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
434+ 5.29% |
$52.9K - $60.8K
|
8.64K
$1.26M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
412New |
$50.2K - $57.7K
|
412
$60.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
400+ 20.0% |
$48.7K - $56K
|
2.4K
$351K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
398+ 0.89% |
$48.5K - $55.8K
|
45.3K
$6.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
387+ 1.91% |
$47.2K - $54.2K
|
20.6K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
377+ 2.21% |
$45.9K - $52.8K
|
17.5K
$2.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
375+ 2.0% |
$45.7K - $52.5K
|
19.2K
$2.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
372+ 6.61% |
$45.3K - $52.1K
|
6K
$877K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
362+ 4.13% |
$44.1K - $50.7K
|
9.12K
$1.33M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
362+ 113.48% |
$44.1K - $50.7K
|
681
$99.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
361+ 18.07% |
$44K - $50.6K
|
2.36K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
360New |
$43.9K - $50.4K
|
360
$52.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
356+ 2.8% |
$43.4K - $49.9K
|
13.1K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
352+ 0.23% |
$42.9K - $49.3K
|
153K
$22.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
352+ 12.5% |
$42.9K - $49.3K
|
3.17K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
352+ 1.87% |
$42.9K - $49.3K
|
19.2K
$2.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
351+ 16.79% |
$42.8K - $49.2K
|
2.44K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
349+ 11.89% |
$42.5K - $48.9K
|
3.29K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
345+ 2.19% |
$42K - $48.3K
|
16.1K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
341+ 0.55% |
$41.6K - $47.8K
|
62.2K
$9.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
330+ 2.11% |
$40.2K - $46.2K
|
16K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
328+ 16.14% |
$40K - $46K
|
2.36K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
321+ 0.25% |
$39.1K - $45K
|
128K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
321+ 5.78% |
$39.1K - $45K
|
5.87K
$858K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
315+ 3.1% |
$38.4K - $44.1K
|
10.5K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
315+ 3.0% |
$38.4K - $44.1K
|
10.8K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
313+ 1.88% |
$38.1K - $43.9K
|
16.9K
$2.48M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
311+ 1.08% |
$37.9K - $43.6K
|
29.1K
$4.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
309+ 3.76% |
$37.7K - $43.3K
|
8.53K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
307+ 1.85% |
$37.4K - $43K
|
16.9K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
306New |
$37.3K - $42.9K
|
306
$44.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
305+ 12.16% |
$37.2K - $42.7K
|
2.81K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 21.88% |
$36.9K - $42.5K
|
1.69K
$247K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
300+ 12.13% |
$36.6K - $42K
|
2.77K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
300+ 1.54% |
$36.6K - $42K
|
19.8K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300+ 697.67% |
$36.6K - $42K
|
343
$50.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
294+ 11.03% |
$35.8K - $41.2K
|
2.96K
$433K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
288+ 3.24% |
$35.1K - $40.3K
|
9.18K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
279+ 11.49% |
$34K - $39.1K
|
2.71K
$396K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
276+ 1.9% |
$33.6K - $38.7K
|
14.8K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
273+ 8.88% |
$33.3K - $38.2K
|
3.35K
$489K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
271+ 11.96% |
$33K - $38K
|
2.54K
$371K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
268New |
$32.7K - $37.5K
|
268
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
260+ 47.36% |
$31.7K - $36.4K
|
809
$118K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
257+ 1.25% |
$31.3K - $36K
|
20.8K
$3.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
254+ 2.33% |
$30.9K - $35.6K
|
11.1K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
254+ 5.81% |
$30.9K - $35.6K
|
4.63K
$677K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 2.01% |
$30.9K - $35.6K
|
12.9K
$1.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
250New |
$30.5K - $35K
|
250
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
250New |
$30.5K - $35K
|
250
$36.5K
|