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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.6K+ 12.84% |
$1.62M - $1.82M
|
111K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-236- 8.01% |
$30.4K - $34.1K
|
2.71K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-243- 5.08% |
$31.3K - $35.1K
|
4.54K
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-625- 4.64% |
$80.5K - $90.2K
|
12.8K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
703+ 17.17% |
$90.5K - $101K
|
4.8K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-560- 7.89% |
$72.1K - $80.8K
|
6.54K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-31.6K- 76.18% |
$4.07M - $4.57M
|
9.89K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$129 - $144
|
1.6K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 78.43% |
$5.15K - $5.77K
|
11
$1.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6- 0.22% |
$773 - $866
|
2.75K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47.1K- 25.71% |
$6.07M - $6.8M
|
136K
$18.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
249New |
$32.1K - $35.9K
|
249
$33.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-250- 2.36% |
$32.2K - $36.1K
|
10.4K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-614KClosed |
$79.1M - $88.7M
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-32- 0.52% |
$4.12K - $4.62K
|
6.18K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-70- 1.72% |
$9.01K - $10.1K
|
4.01K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.16K+ 0.58% |
$149K - $167K
|
202K
$27.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
20+ 0.45% |
$2.58K - $2.89K
|
4.49K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-92- 1.69% |
$11.8K - $13.3K
|
5.35K
$725K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $144
|
2.26K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-475- 17.01% |
$61.2K - $68.5K
|
2.32K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.92K- 29.93% |
$247K - $276K
|
4.48K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
27+ 0.07% |
$3.48K - $3.9K
|
40.4K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.33K- 10.74% |
$300K - $336K
|
19.3K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-190- 0.96% |
$24.5K - $27.4K
|
19.5K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-466- 5.4% |
$60K - $67.2K
|
8.16K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
451+ 2.29% |
$58.1K - $65.1K
|
20.2K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-30.7K- 88.84% |
$3.95M - $4.42M
|
3.85K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$1.61M - $1.8M
|
12.5K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-58- 3.4% |
$7.47K - $8.37K
|
1.65K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
502+ 58.1% |
$64.6K - $72.4K
|
1.37K
$185K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-616- 21.98% |
$79.3K - $88.9K
|
2.19K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
326+ 8.79% |
$42K - $47K
|
4.04K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.19% |
$386 - $433
|
1.58K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
221+ 8.56% |
$28.5K - $31.9K
|
2.8K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-40.6K- 57.57% |
$5.23M - $5.86M
|
29.9K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.65K- 1.7% |
$341K - $383K
|
153K
$20.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.59% |
$129 - $144
|
62
$8.41K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 1.74% |
$38.5K - $43.1K
|
17.5K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
221+ 7.64% |
$28.5K - $31.9K
|
3.11K
$422K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-570- 14.17% |
$73.4K - $82.3K
|
3.45K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.86K- 7.28% |
$368K - $413K
|
36.4K
$4.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.93K+ 72.31% |
$635K - $712K
|
11.8K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9K- 44.08% |
$1.4M - $1.57M
|
13.8K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
923+ 22.49% |
$119K - $133K
|
5.03K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-28.2K- 44.07% |
$3.63M - $4.07M
|
35.8K
$4.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.77K- 40.11% |
$228K - $255K
|
2.64K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.55K- 5.62% |
$199K - $223K
|
26K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
843+ 82.97% |
$109K - $122K
|
1.86K
$252K
|