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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.5K+ 16.2% |
$2.51M - $2.75M
|
125K
$17.3M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.47K+ 19.91% |
$353K - $388K
|
14.8K
$2.05M
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
15KNew |
$2.15M - $2.36M
|
15K
$2.07M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.27K+ 0.64% |
$182K - $200K
|
201K
$27.8M
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.18K+ 10.68% |
$1.32M - $1.44M
|
95.1K
$13.1M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-542- 3.83% |
$77.7K - $85.2K
|
13.6K
$1.88M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.6K- 43.0% |
$1.67M - $1.83M
|
15.4K
$2.13M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
224KNew |
$32M - $35.2M
|
224K
$30.9M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-537- 2.85% |
$77K - $84.4K
|
18.3K
$2.53M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
73.3KNew |
$10.5M - $11.5M
|
73.3K
$10.1M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
91.8K+ 4965.55% |
$13.2M - $14.4M
|
93.7K
$12.9M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.61K- 23.55% |
$230K - $253K
|
5.21K
$719K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.12K+ 184.88% |
$734K - $806K
|
7.89K
$1.09M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
244+ 2.22% |
$35K - $38.4K
|
11.2K
$1.55M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
98.1KNew |
$14.1M - $15.4M
|
98.1K
$13.5M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.41K+ 6.93% |
$201K - $221K
|
21.7K
$2.99M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.51% |
$287 - $314
|
395
$54.5K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 36.67% |
$165K - $181K
|
4.29K
$591K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-135- 5.4% |
$19.3K - $21.2K
|
2.36K
$326K
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28+ 0.14% |
$4.01K - $4.4K
|
19.5K
$2.69M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.15% |
$860 - $943
|
3.91K
$540K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11.7K- 25.29% |
$1.67M - $1.83M
|
34.4K
$4.75M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23New |
$3.3K - $3.62K
|
23
$3.17K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.09% |
$287 - $314
|
2.24K
$309K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.48K- 19.27% |
$498K - $546K
|
14.6K
$2.01M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-216- 6.03% |
$31K - $34K
|
3.37K
$465K
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-133- 0.55% |
$19.1K - $20.9K
|
24.1K
$3.32M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
23.6K+ 104.07% |
$3.38M - $3.71M
|
46.2K
$6.38M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50K+ 12.52% |
$7.17M - $7.87M
|
450K
$62.1M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
39+ 1.59% |
$5.59K - $6.13K
|
2.49K
$344K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.71KNew |
$388K - $426K
|
2.71K
$374K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-190- 1.62% |
$27.2K - $29.9K
|
11.5K
$1.59M
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
50+ 5000.0% |
$7.17K - $7.86K
|
51
$7.04K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
269K+ 124.1% |
$38.6M - $42.4M
|
487K
$67.1M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
80KNew |
$11.5M - $12.6M
|
80K
$11M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-67- 3.88% |
$9.6K - $10.5K
|
1.66K
$229K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.69K- 9.13% |
$673K - $738K
|
46.7K
$6.45M
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 2.51% |
$2.05M - $2.25M
|
582K
$80.3M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.07K+ 7.8% |
$296K - $325K
|
28.6K
$3.95M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$180K
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2K- 0.91% |
$287K - $315K
|
218K
$30M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-826- 2.47% |
$118K - $130K
|
32.5K
$4.49M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
216New |
$31K - $34K
|
216
$29.8K
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.9KNew |
$845K - $928K
|
5.9K
$814K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
6.5K
$898K
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-645- 6.95% |
$92.4K - $101K
|
8.64K
$1.19M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.81K+ 13.24% |
$259K - $284K
|
15.4K
$2.13M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
282+ 7.04% |
$40.4K - $44.3K
|
4.29K
$592K
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.49% |
$143 - $157
|
204
$28.2K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25+ 0.56% |
$3.58K - $3.93K
|
4.52K
$624K
|