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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.03K+ 51.97% |
$577K - $634K
|
11.8K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.46K+ 1.51% |
$1.07M - $1.17M
|
502K
$73.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27.6K+ 446.2% |
$3.95M - $4.33M
|
33.7K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61K+ 14.52% |
$374K - $411K
|
20.6K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-547- 6.93% |
$78.4K - $86K
|
7.34K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
612K+ 10.09% |
$87.6M - $96.2M
|
6.67M
$984M
|
|
|
Nov 08, 2024
Q3 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-17.3K- 18.37% |
$2.48M - $2.72M
|
76.8K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
174+ 1.29% |
$24.9K - $27.4K
|
13.7K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
400+ 10.95% |
$57.3K - $62.9K
|
4.05K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.3K+ 719.21% |
$1.05M - $1.15M
|
8.32K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-59.3K- 34.22% |
$8.5M - $9.32M
|
114K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
534+ 3.91% |
$76.5K - $84K
|
14.2K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
140+ 6.02% |
$20.1K - $22K
|
2.46K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.6K+ 9.81% |
$1.38M - $1.51M
|
108K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374+ 7.7% |
$53.6K - $58.8K
|
5.23K
$771K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
73+ 0.39% |
$10.5K - $11.5K
|
18.8K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.58K- 12.02% |
$656K - $720K
|
33.5K
$4.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-610- 7.06% |
$87.4K - $95.9K
|
8.04K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-430- 8.7% |
$61.6K - $67.6K
|
4.51K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
62+ 0.29% |
$8.88K - $9.75K
|
21.4K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
22+ 0.71% |
$3.15K - $3.46K
|
3.14K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 0.19% |
$11.8K - $12.9K
|
44.1K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
368+ 25.75% |
$52.7K - $57.9K
|
1.8K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
662+ 15.63% |
$94.9K - $104K
|
4.9K
$722K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-467- 1.48% |
$66.9K - $73.4K
|
31.1K
$4.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
7+ 0.39% |
$1K - $1.1K
|
1.78K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.61K+ 10.92% |
$231K - $254K
|
16.4K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-20- 1.28% |
$2.87K - $3.14K
|
1.54K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
206+ 0.12% |
$29.5K - $32.4K
|
176K
$26M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 5.09% |
$209K - $229K
|
27.2K
$4.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.73K+ 47.31% |
$534K - $586K
|
11.6K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 12.69% |
$3.42M - $3.76M
|
212K
$31.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
801+ 4.92% |
$115K - $126K
|
17.1K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-874- 1.85% |
$125K - $137K
|
46.3K
$6.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-782- 2.58% |
$112K - $123K
|
29.5K
$4.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
238+ 2.44% |
$34.1K - $37.4K
|
9.99K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-165- 1.55% |
$23.6K - $25.9K
|
10.4K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
723+ 1.04% |
$104K - $114K
|
70.3K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 7.94% |
$13.3K - $14.6K
|
1.26K
$186K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
99+ 6.93% |
$14.2K - $15.6K
|
1.53K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 0.51% |
$146K - $161K
|
199K
$29.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.38K- 29.14% |
$1.34M - $1.48M
|
22.8K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.14K- 17.26% |
$450K - $494K
|
15.1K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.39K- 10.03% |
$772K - $848K
|
48.4K
$7.13M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
945+ 3.88% |
$135K - $149K
|
25.3K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
687New |
$98.4K - $108K
|
687
$101K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-183- 5.02% |
$26.2K - $28.8K
|
3.46K
$510K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
141+ 1.89% |
$20.2K - $22.2K
|
7.59K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
312+ 12.46% |
$44.7K - $49.1K
|
2.82K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.67K+ 14.53% |
$526K - $577K
|
28.9K
$4.26M
|