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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.08K- 1.41% |
$155K - $170K
|
75.5K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15.8K- 90.91% |
$2.26M - $2.48M
|
1.58K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.44K+ 2.22% |
$206K - $226K
|
66.4K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-497K- 99.33% |
$71.2M - $78.1M
|
3.37K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$208K - $228K
|
1.45K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
273+ 0.49% |
$39.1K - $42.9K
|
55.5K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
162KNew |
$23.2M - $25.4M
|
162K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-603- 3.36% |
$86.4K - $94.8K
|
17.3K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9K+ 11.84% |
$1.85M - $2.03M
|
122K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 39.77% |
$2.29M - $2.51M
|
24.1K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.2K+ 24.86% |
$5.19M - $5.7M
|
182K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
696K+ 74.07% |
$99.7M - $109M
|
1.63M
$240M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-262- 0.55% |
$37.5K - $41.2K
|
47.3K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-58- 2.22% |
$8.31K - $9.12K
|
2.56K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16+ 0.98% |
$2.29K - $2.52K
|
1.64K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
6+ 0.28% |
$860 - $943
|
2.13K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.19K+ 4.56% |
$171K - $188K
|
27.4K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 3.95% |
$21.4K - $23.4K
|
3.92K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.29% |
$244K - $268K
|
13.4K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
512+ 2.61% |
$73.4K - $80.5K
|
20.1K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
280+ 91.5% |
$40.1K - $44K
|
586
$86.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.42K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-223- 10.64% |
$32K - $35.1K
|
1.87K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 5.22% |
$286K - $314K
|
40.2K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-475- 2.61% |
$68.1K - $74.7K
|
17.7K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-293- 1.28% |
$42K - $46.1K
|
22.6K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
73.5KNew |
$10.5M - $11.6M
|
73.5K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.89K+ 4.53% |
$1.42M - $1.55M
|
228K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-378- 3.71% |
$54.2K - $59.4K
|
9.81K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-72- 1.44% |
$10.3K - $11.3K
|
4.95K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 0.44% |
$1K - $1.1K
|
1.57K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-46.7K- 4.83% |
$6.69M - $7.34M
|
921K
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.84K- 3.67% |
$263K - $289K
|
48.2K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26K+ 9.5% |
$3.72M - $4.09M
|
299K
$44M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-112- 4.13% |
$16K - $17.6K
|
2.6K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
26+ 0.22% |
$3.73K - $4.09K
|
11.7K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.42K+ 3.12% |
$490K - $537K
|
113K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26.5K+ 1187.98% |
$3.79M - $4.16M
|
28.7K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 77.71% |
$3.11M - $3.41M
|
49.6K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 18.21% |
$344K - $377K
|
10.8K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.2KNew |
$1.89M - $2.08M
|
13.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2K+ 54.42% |
$287K - $314K
|
5.68K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.97KNew |
$999K - $1.1M
|
6.97K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
196+ 8.04% |
$28.1K - $30.8K
|
2.63K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.79KNew |
$257K - $282K
|
1.79K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
46+ 0.5% |
$6.59K - $7.23K
|
9.29K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.05K- 22.28% |
$1.01M - $1.11M
|
24.6K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-555- 60.66% |
$79.5K - $87.3K
|
360
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
700+ 7.41% |
$100K - $110K
|
10.2K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-128- 4.28% |
$18.3K - $20.1K
|
2.86K
$420K
|