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 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.43K+ 143.3% |
$195K - $222K
|
2.43K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
206+ 0.37% |
$28.1K - $31.9K
|
55.2K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.21% |
$954 - $1.08K
|
3.37K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.4K+ 2.17% |
$190K - $216K
|
65.7K
$9.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 11.12% |
$2.03M - $2.31M
|
149K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
170+ 12.29% |
$23.2K - $26.3K
|
1.55K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 50.0% |
$19.4K - $22K
|
142
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.62K+ 1.44% |
$357K - $406K
|
185K
$26.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12+ 0.7% |
$1.64K - $1.86K
|
1.72K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.37K- 23.94% |
$459K - $521K
|
10.7K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-903- 7.87% |
$123K - $140K
|
10.6K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.54K+ 3.42% |
$346K - $393K
|
76.7K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
459+ 43.42% |
$62.6K - $71K
|
1.52K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.8K+ 148.03% |
$3.25M - $3.69M
|
39.9K
$5.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$409 - $464
|
808
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 387.5% |
$8.45K - $9.59K
|
78
$11.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-131- 1.27% |
$17.9K - $20.3K
|
10.2K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-299- 8.72% |
$40.7K - $46.3K
|
3.13K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 7.02% |
$2.73K - $3.09K
|
305
$44K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-666- 5.43% |
$90.8K - $103K
|
11.6K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24.8K- 64.02% |
$3.38M - $3.84M
|
13.9K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-839- 16.09% |
$114K - $130K
|
4.37K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
345+ 22.0% |
$47K - $53.4K
|
1.91K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
284+ 15.09% |
$38.7K - $43.9K
|
2.17K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 1.57% |
$7.63K - $8.67K
|
3.51K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
7.31K+ 18.15% |
$997K - $1.13M
|
47.6K
$6.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.66KNew |
$499K - $566K
|
3.66K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.44K- 49.5% |
$196K - $222K
|
1.47K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90- 7.36% |
$12.3K - $13.9K
|
1.13K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.58% |
$3.27K - $3.71K
|
4.14K
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.9K- 58.59% |
$395K - $449K
|
2.05K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.99K+ 8.43% |
$1.09M - $1.24M
|
103K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.49K- 38.6% |
$476K - $540K
|
5.55K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
319New |
$43.5K - $49.4K
|
319
$46K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.44% |
$139K - $158K
|
232K
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
308+ 13.03% |
$42K - $47.7K
|
2.67K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.68K+ 27.93% |
$638K - $725K
|
21.5K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.82K+ 337.32% |
$656K - $745K
|
6.25K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.64% |
$5.45K - $6.19K
|
6.18K
$891K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15K+ 416.49% |
$2.05M - $2.32M
|
18.6K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
184+ 5.08% |
$25.1K - $28.5K
|
3.8K
$549K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
515+ 3.49% |
$70.2K - $79.7K
|
15.3K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-369- 3.66% |
$50.3K - $57.1K
|
9.71K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 1.95% |
$35.4K - $40.2K
|
13K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-21- 0.05% |
$2.86K - $3.25K
|
40.5K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.64K- 19.13% |
$360K - $408K
|
11.2K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
506+ 2.12% |
$69K - $78.3K
|
24.4K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.77K+ 1.69% |
$241K - $274K
|
107K
$15.4M
|