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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.13KNew |
$430K - $468K
|
3.13K
$424K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24- 1.3% |
$3.3K - $3.59K
|
1.82K
$247K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
14.3KNew |
$1.97M - $2.14M
|
14.3K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-611- 6.44% |
$84.1K - $91.5K
|
8.87K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 47.5% |
$131K - $142K
|
2.95K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
225+ 0.81% |
$31K - $33.7K
|
28.1K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
122K+ 86.04% |
$16.8M - $18.3M
|
264K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18- 5.33% |
$2.48K - $2.69K
|
320
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.3K- 20.61% |
$5M - $5.44M
|
140K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.77K+ 73.36% |
$794K - $864K
|
13.6K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-110- 1.98% |
$15.1K - $16.5K
|
5.44K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-267- 1.95% |
$36.7K - $40K
|
13.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.95K+ 99.77% |
$544K - $592K
|
7.91K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 1.61% |
$2.61K - $2.84K
|
1.2K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.18K- 16.39% |
$437K - $476K
|
16.2K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.3K+ 5.69% |
$3.61M - $3.93M
|
488K
$66.2M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-59- 1.32% |
$8.12K - $8.83K
|
4.41K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 4.38% |
$40.3K - $43.9K
|
6.39K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.06K- 12.16% |
$834K - $908K
|
43.8K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598+ 3.98% |
$82.3K - $89.5K
|
15.6K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
17K+ 3.35% |
$2.34M - $2.54M
|
523K
$70.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-238K- 82.39% |
$32.7M - $35.6M
|
50.9K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-989K- 38.91% |
$136M - $148M
|
1.55M
$210M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.94KNew |
$405K - $440K
|
2.94K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21.1KNew |
$2.9M - $3.15M
|
21.1K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 32.33% |
$41.3K - $44.9K
|
1.23K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.83KNew |
$252K - $274K
|
1.83K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-198- 9.35% |
$27.2K - $29.6K
|
1.92K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-985- 39.99% |
$136K - $147K
|
1.48K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-28.9K- 76.54% |
$3.97M - $4.32M
|
8.85K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.51K+ 22.35% |
$483K - $525K
|
19.2K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
11.7K+ 37.19% |
$1.61M - $1.75M
|
43.1K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3K+ 21.09% |
$1.56M - $1.69M
|
65K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
202+ 13.58% |
$27.8K - $30.2K
|
1.69K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.5K+ 5.75% |
$1.03M - $1.12M
|
138K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-547- 2.6% |
$75.3K - $81.9K
|
20.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.17K+ 85.72% |
$160K - $174K
|
2.52K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.7K+ 5.27% |
$2.3M - $2.5M
|
334K
$45.3M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 0.94% |
$301K - $327K
|
234K
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 2.48% |
$4.4K - $4.79K
|
1.26K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.17K- 8.36% |
$574K - $625K
|
45.7K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.93K- 4.95% |
$1.37M - $1.49M
|
191K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-71.9K- 75.75% |
$9.9M - $10.8M
|
23K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-168K- 69.57% |
$23.1M - $25.1M
|
73.4K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-120K- 48.11% |
$16.5M - $17.9M
|
129K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
84+ 0.65% |
$11.6K - $12.6K
|
13K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-419- 5.49% |
$57.7K - $62.7K
|
7.21K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-653- 3.51% |
$89.9K - $97.7K
|
18K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-111K- 50.61% |
$15.3M - $16.7M
|
109K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-322- 4.9% |
$44.3K - $48.2K
|
6.25K
$847K
|