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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
10KNew |
$1.22M - $1.4M
|
10K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.96K+ 53.85% |
$1.21M - $1.4M
|
28.5K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.95KNew |
$1.21M - $1.39M
|
9.95K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9.66KNew |
$1.18M - $1.35M
|
9.66K
$1.4M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$1.17M - $1.35M
|
9.62K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.45KNew |
$1.15M - $1.32M
|
9.45K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.44K+ 62.02% |
$1.15M - $1.32M
|
24.7K
$3.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
9.41KNew |
$1.15M - $1.32M
|
9.41K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
9.34K+ 98.59% |
$1.14M - $1.31M
|
18.8K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.2K+ 20.4% |
$1.12M - $1.29M
|
54.3K
$7.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9.04K+ 3129.41% |
$1.1M - $1.27M
|
9.33K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9.04KNew |
$1.1M - $1.27M
|
9.04K
$1.31M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.02K+ 331.96% |
$1.1M - $1.26M
|
11.7K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.98K+ 145.57% |
$1.09M - $1.26M
|
15.2K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.96KNew |
$1.09M - $1.25M
|
8.96K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.9K+ 1.44% |
$1.08M - $1.25M
|
625K
$90.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.9K+ 9.14% |
$1.08M - $1.25M
|
106K
$15.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.83K+ 65.4% |
$1.08M - $1.24M
|
22.3K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.81K+ 14.06% |
$1.07M - $1.23M
|
71.4K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.68KNew |
$1.06M - $1.22M
|
8.68K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.63K+ 30.31% |
$1.05M - $1.21M
|
37.1K
$5.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.58K+ 5.42% |
$1.05M - $1.2M
|
167K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.49K+ 202.94% |
$1.03M - $1.19M
|
12.7K
$1.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
8.44K+ 70.67% |
$1.03M - $1.18M
|
20.4K
$2.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
8.4KNew |
$1.02M - $1.18M
|
8.4K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
8.36KNew |
$1.02M - $1.17M
|
8.36K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
8.17KNew |
$996K - $1.15M
|
8.17K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.14KNew |
$992K - $1.14M
|
8.14K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
8.14K+ 38.05% |
$991K - $1.14M
|
29.5K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.11K+ 641.26% |
$988K - $1.14M
|
9.38K
$1.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
8.01KNew |
$975K - $1.12M
|
8.01K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.99K+ 3.26% |
$973K - $1.12M
|
253K
$36.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.92K+ 21.86% |
$965K - $1.11M
|
44.1K
$6.39M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.84K+ 463.45% |
$955K - $1.1M
|
9.53K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.74KNew |
$943K - $1.08M
|
7.74K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.63K+ 13.22% |
$930K - $1.07M
|
65.4K
$9.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.61K+ 15.55% |
$928K - $1.07M
|
56.6K
$8.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.6K+ 69100.0% |
$926K - $1.06M
|
7.61K
$1.1M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
7.53KNew |
$918K - $1.06M
|
7.53K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.52K+ 9.08% |
$917K - $1.05M
|
90.4K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.51KNew |
$916K - $1.05M
|
7.51K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
7.43KNew |
$905K - $1.04M
|
7.43K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
7.4K+ 4.83% |
$901K - $1.04M
|
161K
$23.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7.39K+ 5.04% |
$900K - $1.03M
|
154K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.35KNew |
$896K - $1.03M
|
7.35K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
7.35K+ 7.16% |
$895K - $1.03M
|
110K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.27KNew |
$886K - $1.02M
|
7.27K
$1.05M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
7.17K+ 100.32% |
$874K - $1.01M
|
14.3K
$2.07M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.15K+ 235.5% |
$871K - $1M
|
10.2K
$1.47M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.1K+ 3.99% |
$865K - $994K
|
185K
$26.8M
|