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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180+ 6.43% |
$25.6K - $27.5K
|
2.98K
$452K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.75K+ 12.21% |
$532K - $572K
|
34.4K
$5.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
10.3K+ 8.6% |
$1.46M - $1.58M
|
130K
$19.8M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-24- 7.41% |
$3.41K - $3.67K
|
300
$45.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123+ 5.21% |
$17.5K - $18.8K
|
2.48K
$377K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
130+ 52.42% |
$18.5K - $19.9K
|
378
$57.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
134New |
$19K - $20.5K
|
134
$20.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$269K - $290K
|
1.9K
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.51K+ 5.38% |
$214K - $230K
|
29.5K
$4.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
781+ 21.59% |
$111K - $119K
|
4.4K
$668K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-110- 2.76% |
$15.6K - $16.8K
|
3.88K
$588K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6.76K- 49.54% |
$960K - $1.03M
|
6.89K
$1.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.27% |
$142 - $153
|
370
$56.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.7K+ 30.76% |
$241K - $259K
|
7.21K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 0.41% |
$1.14K - $1.22K
|
1.95K
$296K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
470+ 0.27% |
$66.7K - $71.8K
|
177K
$26.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-65- 1.68% |
$9.23K - $9.93K
|
3.81K
$578K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-139K- 94.81% |
$19.8M - $21.3M
|
7.63K
$1.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 13.63% |
$1.92M - $2.07M
|
113K
$17.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
180+ 4.01% |
$25.6K - $27.5K
|
4.67K
$710K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 1.48% |
$25K - $26.9K
|
12K
$1.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
45.3KNew |
$6.44M - $6.93M
|
45.3K
$6.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
706+ 1.06% |
$100K - $108K
|
67.5K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.77KNew |
$393K - $423K
|
2.77K
$420K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.6KNew |
$1.93M - $2.08M
|
13.6K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-536- 2.34% |
$76.1K - $81.9K
|
22.3K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.4% |
$1.42K - $1.53K
|
2.5K
$379K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$426 - $458
|
15.2K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.49K- 40.01% |
$495K - $533K
|
5.23K
$794K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 77.58% |
$2.34M - $2.51M
|
37.7K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$142 - $153
|
251
$38.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765+ 183.89% |
$109K - $117K
|
1.18K
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 57.52% |
$312K - $335K
|
6.01K
$913K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-11- 1.3% |
$1.56K - $1.68K
|
834
$127K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7K+ 148.52% |
$993K - $1.07M
|
11.7K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-1.28K- 7.06% |
$181K - $195K
|
16.8K
$2.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
14+ 0.24% |
$1.99K - $2.14K
|
5.78K
$878K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.3K+ 355.77% |
$2.31M - $2.49M
|
20.9K
$3.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.43K+ 17.14% |
$203K - $218K
|
9.76K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
763+ 21.05% |
$108K - $117K
|
4.39K
$666K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
93+ 3.1% |
$13.2K - $14.2K
|
3.09K
$470K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7+ 0.18% |
$994 - $1.07K
|
3.94K
$599K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-10.2K- 26.48% |
$1.45M - $1.56M
|
28.4K
$4.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
129+ 88.36% |
$18.3K - $19.7K
|
275
$41.8K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.45KNew |
$348K - $375K
|
2.45K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-82- 1.08% |
$11.6K - $12.5K
|
7.53K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
59+ 2.34% |
$8.38K - $9.02K
|
2.58K
$392K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
2.32KNew |
$329K - $354K
|
2.32K
$352K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-511- 22.51% |
$72.5K - $78.1K
|
1.76K
$267K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.14K+ 8.17% |
$303K - $326K
|
28.3K
$4.29M
|
|