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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$409 - $464
|
3
$447
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.54KNew |
$347K - $394K
|
2.54K
$379K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.09KNew |
$285K - $323K
|
2.09K
$311K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-40- 3.47% |
$5.45K - $6.19K
|
1.11K
$166K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.16% |
$138K - $157K
|
20.7K
$3.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
160KNew |
$21.8M - $24.8M
|
160K
$23.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.06% |
$545 - $619
|
6.25K
$931K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-52- 3.44% |
$7.09K - $8.05K
|
1.46K
$217K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.8K+ 28.04% |
$2.02M - $2.29M
|
67.6K
$10.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-990- 18.81% |
$135K - $153K
|
4.27K
$637K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$206K - $234K
|
1.51K
$225K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.3K- 40.92% |
$6.99M - $7.94M
|
74.1K
$11M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-282K- 99.27% |
$38.4M - $43.6M
|
2.06K
$307K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.26K- 79.02% |
$853K - $968K
|
1.66K
$247K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 36.35% |
$250K - $284K
|
3.21K
$478K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.99KNew |
$407K - $463K
|
2.99K
$445K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17K- 52.62% |
$2.32M - $2.64M
|
15.4K
$2.29M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
701+ 2.09% |
$95.5K - $108K
|
34.2K
$5.09M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.24% |
$4.09K - $4.64K
|
2.39K
$355K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-150- 2.03% |
$20.4K - $23.2K
|
7.25K
$1.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 22.26% |
$260K - $295K
|
6.66K
$992K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-775- 18.08% |
$106K - $120K
|
3.51K
$523K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.1KNew |
$1.79M - $2.03M
|
13.1K
$1.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
405+ 17.38% |
$55.2K - $62.7K
|
2.74K
$407K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$136 - $155
|
6.51K
$969K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-429- 14.69% |
$58.5K - $66.4K
|
2.49K
$371K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 3.4% |
$6.81K - $7.74K
|
1.52K
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.26K- 6.68% |
$171K - $195K
|
17.6K
$2.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
26.4KNew |
$3.6M - $4.08M
|
26.4K
$3.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-28.4K- 61.24% |
$3.88M - $4.4M
|
18K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 147.45% |
$2.44M - $2.77M
|
30K
$4.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-70.1K- 97.88% |
$9.55M - $10.8M
|
1.52K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.09KNew |
$285K - $323K
|
2.09K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
772+ 19.74% |
$105K - $119K
|
4.68K
$697K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.9K+ 47.06% |
$3.8M - $4.32M
|
87.2K
$13M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-53.2K- 90.67% |
$7.26M - $8.24M
|
5.48K
$816K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$312K - $354K
|
2.29K
$341K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.83KNew |
$522K - $593K
|
3.83K
$571K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
225+ 1.46% |
$30.7K - $34.8K
|
15.7K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-148- 3.76% |
$20.2K - $22.9K
|
3.79K
$564K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.75K+ 97.46% |
$784K - $890K
|
11.7K
$1.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200New |
$27.3K - $30.9K
|
200
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
66New |
$8.99K - $10.2K
|
66
$9.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.49% |
$136 - $155
|
205
$30.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 17.49% |
$47.6K - $54K
|
2.34K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
436+ 23.04% |
$59.4K - $67.5K
|
2.33K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
25.7KNew |
$3.5M - $3.97M
|
25.7K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
CALL |
-256K- 85.33% |
$34.9M - $39.6M
|
44K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-432K- 92.15% |
$58.9M - $66.9M
|
36.9K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
585KNew |
$79.7M - $90.5M
|
585K
$87.1M
|