Latest Institutional Transactions on Select Sector Spdr Fund Health (XLV)
This table provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.84KNew |
$1.08M - $1.17M
|
7.84K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25- 0.54% |
$3.44K - $3.74K
|
4.62K
$668K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-271- 1.94% |
$37.3K - $40.6K
|
13.7K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
319+ 2.08% |
$43.9K - $47.7K
|
15.6K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-197- 0.9% |
$27.1K - $29.5K
|
21.7K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.05K- 8.53% |
$144K - $157K
|
11.3K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
193+ 4.46% |
$26.6K - $28.9K
|
4.52K
$653K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$2.61K - $2.84K
|
6.4K
$925K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.14K+ 29.44% |
$432K - $470K
|
13.8K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
177+ 2.81% |
$24.4K - $26.5K
|
6.47K
$935K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.69K+ 4.59% |
$233K - $253K
|
38.6K
$5.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-928- 1.63% |
$128K - $139K
|
56K
$8.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-350- 7.34% |
$48.2K - $52.4K
|
4.42K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.39K- 26.53% |
$329K - $357K
|
6.61K
$956K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2- 1.11% |
$275 - $299
|
178
$25.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
12.5K+ 113.38% |
$1.72M - $1.87M
|
23.5K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
152+ 1.45% |
$20.9K - $22.8K
|
10.6K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532+ 16.9% |
$73.2K - $79.6K
|
3.68K
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 2.29% |
$5.5K - $5.99K
|
1.79K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19New |
$2.61K - $2.84K
|
19
$2.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
358+ 9.67% |
$49.3K - $53.6K
|
4.06K
$587K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
597+ 3.54% |
$82.2K - $89.4K
|
17.5K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.9K- 5.07% |
$399K - $434K
|
54.4K
$7.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
67+ 2.75% |
$9.22K - $10K
|
2.5K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 8.96% |
$310K - $337K
|
27.4K
$3.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.98% |
$2.75K - $2.99K
|
2.06K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-27- 0.72% |
$3.72K - $4.04K
|
3.72K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-394- 34.81% |
$54.2K - $59K
|
738
$107K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.91K- 52.3% |
$400K - $435K
|
2.65K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-18.6K- 67.44% |
$2.56M - $2.78M
|
8.97K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
33.3KNew |
$4.59M - $4.99M
|
33.3K
$4.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$138 - $150
|
248
$35.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
89+ 54.6% |
$12.2K - $13.3K
|
252
$36.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.89K - $3.14K
|
21
$3.03K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
149+ 7.59% |
$20.5K - $22.3K
|
2.11K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.76KNew |
$243K - $264K
|
1.76K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.89K- 21.66% |
$397K - $432K
|
10.4K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
342+ 21.99% |
$47.1K - $51.2K
|
1.9K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
926+ 33.07% |
$127K - $139K
|
3.73K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 26.66% |
$138K - $150K
|
2.75K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-40.6K- 32.26% |
$5.58M - $6.07M
|
85.2K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-21K- 84.03% |
$2.89M - $3.15M
|
4K
$577K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
171+ 2.19% |
$23.5K - $25.6K
|
7.96K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 2.48% |
$309K - $337K
|
88.3K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
131KNew |
$18M - $19.6M
|
131K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
627+ 2.59% |
$86.3K - $93.8K
|
24.9K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$1.93M - $2.1M
|
14K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-463- 23.44% |
$63.7K - $69.3K
|
1.51K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.44K- 39.57% |
$336K - $365K
|
3.73K
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
441+ 8.66% |
$60.7K - $66K
|
5.54K
$800K
|