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
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.56KNew |
$555K - $638K
|
4.56K
$657K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 8.31% |
$552K - $634K
|
59K
$8.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.53KNew |
$551K - $634K
|
4.53K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.5KNew |
$548K - $630K
|
4.5K
$649K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.5KNew |
$548K - $630K
|
4.5K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49K+ 43.19% |
$546K - $628K
|
14.9K
$2.14M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.47K+ 111.12% |
$544K - $626K
|
8.49K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.45K+ 8.56% |
$542K - $623K
|
56.5K
$8.14M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.34KNew |
$529K - $608K
|
4.34K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.15KNew |
$506K - $582K
|
4.15K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.07K+ 23.27% |
$496K - $571K
|
21.6K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.07K+ 8.85% |
$496K - $570K
|
50K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.06K+ 18.44% |
$495K - $569K
|
26.1K
$3.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 3.14% |
$488K - $561K
|
132K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.97K+ 44.15% |
$483K - $556K
|
13K
$1.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.95KNew |
$482K - $554K
|
3.95K
$570K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.94K+ 29.83% |
$480K - $552K
|
17.2K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.94K+ 5.92% |
$480K - $551K
|
70.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.9K+ 9.3% |
$475K - $546K
|
45.8K
$6.61M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.9KNew |
$475K - $546K
|
3.9K
$562K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 1.45% |
$475K - $546K
|
273K
$39.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
3.89K+ 159.22% |
$474K - $545K
|
6.34K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.89K+ 102.05% |
$473K - $544K
|
7.69K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.83KNew |
$467K - $537K
|
3.83K
$552K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.83KNew |
$467K - $537K
|
3.83K
$552K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.82K+ 12.03% |
$465K - $535K
|
35.6K
$5.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.78KNew |
$461K - $530K
|
3.78K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.74K+ 13.99% |
$456K - $525K
|
30.5K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
3.73K+ 9.92% |
$454K - $522K
|
41.3K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.7KNew |
$451K - $519K
|
3.7K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
3.7K+ 47.59% |
$451K - $518K
|
11.5K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.69K+ 10.2% |
$449K - $516K
|
39.8K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.68K+ 108.02% |
$448K - $515K
|
7.08K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.61K+ 8.58% |
$439K - $505K
|
45.6K
$6.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.56K+ 6.07% |
$433K - $498K
|
62.2K
$8.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.48KNew |
$424K - $488K
|
3.48K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.48K+ 98.3% |
$424K - $487K
|
7.01K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
3.44K+ 31.96% |
$419K - $482K
|
14.2K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.44K+ 5.39% |
$419K - $481K
|
67.2K
$9.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.43K+ 4.96% |
$418K - $481K
|
72.6K
$10.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.36K+ 20.58% |
$410K - $471K
|
19.7K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.35K+ 6.35% |
$408K - $469K
|
56.1K
$8.08M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.31K+ 13.86% |
$404K - $464K
|
27.2K
$3.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.31KNew |
$404K - $464K
|
3.31K
$478K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.3K+ 86.65% |
$403K - $463K
|
7.12K
$1.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.3K+ 19.22% |
$402K - $463K
|
20.5K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.26K+ 26.91% |
$397K - $456K
|
15.3K
$2.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.25KNew |
$396K - $455K
|
3.25K
$468K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.24K+ 86.97% |
$395K - $454K
|
6.97K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.22K+ 14.87% |
$392K - $451K
|
24.9K
$3.58M
|