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 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.92K- 65.37% |
$600K - $689K
|
2.61K
$376K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-4.95K- 5.1% |
$603K - $694K
|
92.2K
$13.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.24K- 51.66% |
$638K - $733K
|
4.9K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 5.28% |
$654K - $752K
|
96.2K
$13.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.72K- 10.25% |
$697K - $801K
|
50.1K
$7.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-6.06K- 47.35% |
$739K - $850K
|
6.74K
$972K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.1K- 1.16% |
$743K - $854K
|
518K
$74.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.49K- 5.96% |
$791K - $909K
|
102K
$14.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.78K- 5.22% |
$826K - $949K
|
123K
$17.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-6.98K- 3.33% |
$851K - $978K
|
203K
$29.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.23K- 40.52% |
$881K - $1.01M
|
10.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.37K- 86.42% |
$898K - $1.03M
|
1.16K
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-7.47K- 8.72% |
$911K - $1.05M
|
78.2K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.64K- 66.13% |
$931K - $1.07M
|
3.92K
$564K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-8.14K- 12.32% |
$992K - $1.14M
|
58K
$8.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.17K- 32.96% |
$995K - $1.14M
|
16.6K
$2.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.43K- 35.36% |
$1.03M - $1.18M
|
15.4K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.49K- 78.41% |
$1.03M - $1.19M
|
2.34K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.55K- 13.6% |
$1.04M - $1.2M
|
54.3K
$7.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-8.59K- 59.94% |
$1.05M - $1.2M
|
5.74K
$827K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.63K- 5.09% |
$1.05M - $1.21M
|
161K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.66K- 82.82% |
$1.06M - $1.21M
|
1.8K
$259K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-8.9K- 26.48% |
$1.08M - $1.25M
|
24.7K
$3.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-8.94K- 78.65% |
$1.09M - $1.25M
|
2.43K
$350K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.03K- 31.21% |
$1.1M - $1.26M
|
19.9K
$2.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-9.19K- 83.95% |
$1.12M - $1.29M
|
1.76K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.5K- 14.5% |
$1.16M - $1.33M
|
56K
$8.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.59K- 0.46% |
$1.17M - $1.34M
|
2.08M
$300M
|
|
|
Feb 14, 2023
Q4 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-9.62K- 7.13% |
$1.17M - $1.35M
|
125K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.65K- 2.6% |
$1.18M - $1.35M
|
362K
$52.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-9.94K- 81.38% |
$1.21M - $1.39M
|
2.28K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10K- 2.6% |
$1.22M - $1.4M
|
375K
$54.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-10K- 12.01% |
$1.22M - $1.41M
|
73.6K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.9K- 44.32% |
$1.33M - $1.52M
|
13.7K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.2K- 4.28% |
$1.37M - $1.57M
|
251K
$36.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-11.3K- 2.11% |
$1.37M - $1.58M
|
523K
$75.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-11.6K- 9.5% |
$1.42M - $1.63M
|
111K
$16M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-12K- 85.71% |
$1.46M - $1.68M
|
2K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-12.5K- 9.98% |
$1.52M - $1.75M
|
113K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.8K- 48.57% |
$1.56M - $1.79M
|
13.5K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 23.7% |
$1.72M - $1.98M
|
45.5K
$6.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.8K- 16.19% |
$1.8M - $2.07M
|
76.5K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15K- 12.1% |
$1.83M - $2.1M
|
109K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-15.4K- 0.64% |
$1.88M - $2.16M
|
2.38M
$343M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-15.9K- 10.07% |
$1.93M - $2.22M
|
142K
$20.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-17.1K- 18.7% |
$2.08M - $2.39M
|
74.2K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21.7K- 36.98% |
$2.65M - $3.05M
|
37K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.5K- 7.52% |
$2.74M - $3.15M
|
277K
$39.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-23.9K- 56.62% |
$2.91M - $3.34M
|
18.3K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-24K- 6.56% |
$2.92M - $3.36M
|
341K
$49.2M
|