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 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
19+ 2.18% |
$2.7K - $2.9K
|
892
$135K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-7- 0.22% |
$994 - $1.07K
|
3.11K
$471K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
288+ 5.03% |
$40.9K - $44K
|
6.02K
$913K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.58K+ 187.14% |
$791K - $852K
|
8.55K
$1.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 15.49% |
$198K - $213K
|
7.59K
$1.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
300+ 9.18% |
$42.6K - $45.8K
|
3.57K
$542K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
185+ 1.33% |
$26.3K - $28.3K
|
14.1K
$2.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.19K+ 4.71% |
$453K - $487K
|
70.9K
$10.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.39K+ 69.47% |
$624K - $671K
|
10.7K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 21.93% |
$157K - $169K
|
6.16K
$935K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-164- 0.27% |
$23.3K - $25.1K
|
59.8K
$9.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.89K- 9.34% |
$269K - $289K
|
18.4K
$2.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.77K+ 56.63% |
$252K - $271K
|
4.9K
$745K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.84K+ 214.99% |
$1.4M - $1.5M
|
14.4K
$2.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-9- 0.21% |
$1.28K - $1.38K
|
4.24K
$644K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
345New |
$49K - $52.7K
|
345
$52.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.4K+ 37.75% |
$5.88M - $6.33M
|
151K
$23M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
160+ 94.12% |
$22.7K - $24.5K
|
330
$50.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-239- 0.28% |
$33.9K - $36.5K
|
84.1K
$12.8M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
95+ 0.41% |
$13.5K - $14.5K
|
23.4K
$3.55M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
237+ 1.28% |
$33.6K - $36.2K
|
18.8K
$2.85M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10+ 0.53% |
$1.42K - $1.53K
|
1.9K
$288K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.53K+ 2.96% |
$843K - $913K
|
227K
$34.5M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-530- 17.74% |
$68.4K - $74.1K
|
2.46K
$373K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.11K- 69.04% |
$1.05M - $1.13M
|
3.64K
$552K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
BUY
|
- |
408+ 3.34% |
$52.6K - $57K
|
12.6K
$1.92M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.18K- 62.67% |
$1.05M - $1.14M
|
4.87K
$740K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.35K+ 157.57% |
$1.08M - $1.17M
|
13.6K
$2.07M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
570+ 850.75% |
$73.5K - $79.6K
|
637
$96.7K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
22KNew |
$2.83M - $3.07M
|
22K
$3.33M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
34+ 8.92% |
$4.39K - $4.75K
|
415
$63K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.34K+ 32.09% |
$173K - $187K
|
5.51K
$836K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$258 - $279
|
2.12K
$321K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21K+ 74.9% |
$2.71M - $2.94M
|
49.1K
$7.46M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.73K- 8.62% |
$352K - $381K
|
28.9K
$4.39M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9.93K+ 38.35% |
$1.28M - $1.39M
|
35.8K
$5.44M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
191New |
$24.6K - $26.7K
|
191
$29K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.03% |
$129 - $140
|
3.99K
$605K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
211New |
$27.2K - $29.5K
|
211
$32K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
153+ 1.81% |
$19.7K - $21.4K
|
8.62K
$1.31M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-187- 21.87% |
$24.1K - $26.1K
|
668
$101K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$129 - $140
|
1.19K
$180K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
299+ 19.25% |
$38.6K - $41.8K
|
1.85K
$281K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-21.6K- 49.1% |
$2.79M - $3.02M
|
22.4K
$3.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.68K- 32.54% |
$861K - $933K
|
13.8K
$2.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
138+ 8.41% |
$17.8K - $19.3K
|
1.78K
$270K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.71K- 28.25% |
$608K - $658K
|
12K
$1.82M
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
93.1K+ 234.17% |
$12M - $13M
|
133K
$20.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
150+ 0.76% |
$19.4K - $21K
|
20K
$3.03M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.51K+ 7.72% |
$453K - $490K
|
49K
$7.43M
|
|