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 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
146+ 4.45% |
$17.8K - $20.5K
|
3.43K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
144+ 0.74% |
$17.5K - $20.2K
|
19.7K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
141+ 0.18% |
$17.2K - $19.8K
|
77.8K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
137+ 2.53% |
$16.7K - $19.2K
|
5.55K
$811K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
136New |
$16.6K - $19.1K
|
136
$19.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
134+ 10.36% |
$16.3K - $18.8K
|
1.43K
$209K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
133+ 10.65% |
$16.2K - $18.6K
|
1.38K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
131+ 1.09% |
$16K - $18.4K
|
12.2K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
127+ 0.88% |
$15.5K - $17.8K
|
14.5K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127+ 2.27% |
$15.5K - $17.8K
|
5.71K
$835K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
120+ 1.69% |
$14.6K - $16.8K
|
7.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
120+ 5.17% |
$14.6K - $16.8K
|
2.44K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
118+ 6.54% |
$14.4K - $16.5K
|
1.92K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.06% |
$14.1K - $16.3K
|
188K
$27.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
115+ 36.51% |
$14K - $16.1K
|
430
$62.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
114+ 0.49% |
$13.9K - $16K
|
23.4K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
114+ 3.5% |
$13.9K - $16K
|
3.37K
$492K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
111+ 0.55% |
$13.5K - $15.6K
|
20.2K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
111+ 7.26% |
$13.5K - $15.6K
|
1.64K
$240K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
111New |
$13.5K - $15.6K
|
111
$16.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
110+ 2.44% |
$13.4K - $15.4K
|
4.61K
$674K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
110New |
$13.4K - $15.4K
|
110
$16.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
108+ 12.09% |
$13.2K - $15.1K
|
1K
$146K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
108+ 138.46% |
$13.2K - $15.1K
|
186
$27.2K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108+ 0.37% |
$13.2K - $15.1K
|
29.3K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
107New |
$13K - $15K
|
107
$15.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
103+ 0.28% |
$12.6K - $14.4K
|
37K
$5.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$15.1K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$15.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
102+ 6.11% |
$12.4K - $14.3K
|
1.77K
$259K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 4.75% |
$12.2K - $14K
|
2.21K
$323K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 0.78% |
$12.2K - $14K
|
12.9K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
100+ 0.23% |
$12.2K - $14K
|
43.8K
$6.4M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.81% |
$12.2K - $14K
|
3.65K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 20.37% |
$11.9K - $13.7K
|
579
$84.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
98+ 6.29% |
$11.9K - $13.7K
|
1.66K
$242K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
95+ 0.72% |
$11.6K - $13.3K
|
13.2K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
95+ 1.62% |
$11.6K - $13.3K
|
5.96K
$871K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
93+ 35.5% |
$11.3K - $13K
|
355
$51.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
92+ 0.47% |
$11.2K - $12.9K
|
19.8K
$2.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
91+ 5.52% |
$11.1K - $12.7K
|
1.74K
$254K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
88+ 3.58% |
$10.7K - $12.3K
|
2.55K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
88+ 1.27% |
$10.7K - $12.3K
|
7K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 12.71% |
$10.4K - $11.9K
|
754
$110K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85+ 1.92% |
$10.4K - $11.9K
|
4.51K
$660K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
81+ 0.62% |
$9.87K - $11.3K
|
13.1K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
81+ 0.42% |
$9.87K - $11.3K
|
19.5K
$2.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
80+ 0.52% |
$9.75K - $11.2K
|
15.4K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
80+ 2.41% |
$9.75K - $11.2K
|
3.4K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
78+ 6.26% |
$9.5K - $10.9K
|
1.32K
$194K
|