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
|
First American Trust, Fsb
|
BUY
|
- |
727+ 37.57% |
$104K - $114K
|
2.66K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.45K+ 62.35% |
$351K - $385K
|
6.38K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.57K- 10.27% |
$368K - $404K
|
22.4K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.8K+ 312.39% |
$3.55M - $3.9M
|
32.7K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
219+ 0.09% |
$31.4K - $34.4K
|
231K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 16.06% |
$797K - $874K
|
40.2K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-58- 0.22% |
$8.31K - $9.12K
|
26.9K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.16K+ 3.6% |
$596K - $654K
|
120K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.03K- 13.59% |
$291K - $319K
|
12.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 0.08% |
$5.02K - $5.5K
|
43.8K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.39K+ 34.33% |
$342K - $375K
|
9.34K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 40.91% |
$1.29K - $1.42K
|
31
$4.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.24K- 0.57% |
$320K - $351K
|
389K
$57.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
924+ 23.93% |
$132K - $145K
|
4.79K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.58K+ 26.08% |
$656K - $720K
|
22.1K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-126- 5.24% |
$18.1K - $19.8K
|
2.28K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 1.34% |
$14.3K - $15.7K
|
7.35K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
125+ 7.31% |
$17.9K - $19.7K
|
1.84K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
295K+ 848.67% |
$42.3M - $46.4M
|
330K
$48.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
864K+ 104.22% |
$124M - $136M
|
1.69M
$249M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.68K- 99.33% |
$384K - $421K
|
18
$2.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-129- 4.24% |
$18.5K - $20.3K
|
2.91K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.4K- 9.73% |
$4.36M - $4.78M
|
282K
$41.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
79+ 14.6% |
$11.3K - $12.4K
|
620
$91.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.43K+ 15.63% |
$205K - $225K
|
10.6K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.49M+ 22.58% |
$357M - $392M
|
13.5M
$1.99B
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
533+ 14.1% |
$76.4K - $83.8K
|
4.31K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.42KNew |
$204K - $223K
|
1.42K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
204+ 9.78% |
$29.2K - $32.1K
|
2.29K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-234- 9.87% |
$33.5K - $36.8K
|
2.14K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.99KNew |
$285K - $313K
|
1.99K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.19KNew |
$171K - $188K
|
1.19K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.95KNew |
$423K - $464K
|
2.95K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
71+ 2.41% |
$10.2K - $11.2K
|
3.02K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.36KNew |
$339K - $372K
|
2.36K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$58.2K - $63.8K
|
406
$59.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 13.42% |
$204K - $224K
|
12.1K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.43K- 98.33% |
$778K - $853K
|
92
$13.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-15.4K- 40.45% |
$2.21M - $2.43M
|
22.7K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-340- 3.33% |
$48.7K - $53.5K
|
9.87K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.49K+ 34.66% |
$930K - $1.02M
|
25.2K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-347- 16.89% |
$49.7K - $54.6K
|
1.71K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11+ 0.72% |
$1.58K - $1.73K
|
1.53K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40.2K+ 89.28% |
$5.77M - $6.33M
|
85.3K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-149- 2.43% |
$21.4K - $23.4K
|
5.98K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.8K+ 51.24% |
$1.69M - $1.85M
|
34.7K
$5.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$143 - $157
|
1.18K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-70- 0.1% |
$10K - $11K
|
73.5K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
368+ 0.2% |
$52.7K - $57.9K
|
181K
$26.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124New |
$17.8K - $19.5K
|
124
$18.2K
|