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 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70+ 2.81% |
$10K - $11K
|
2.56K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-142- 2.43% |
$20.3K - $22.3K
|
5.69K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-378- 3.98% |
$54.2K - $59.4K
|
9.13K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$143 - $157
|
290
$42.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
40+ 0.27% |
$5.73K - $6.29K
|
15K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.7K- 12.38% |
$244K - $268K
|
12.1K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
76+ 2.77% |
$10.9K - $12K
|
2.82K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.81K- 8.48% |
$259K - $284K
|
19.5K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
92+ 5.98% |
$13.2K - $14.5K
|
1.63K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
59+ 1.67% |
$8.45K - $9.28K
|
3.59K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-157- 1.13% |
$22.5K - $24.7K
|
13.7K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-666- 31.28% |
$95.4K - $105K
|
1.46K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 22.22% |
$14.3K - $15.7K
|
350
$51.4K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
135+ 3.83% |
$19.3K - $21.2K
|
3.66K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
271+ 0.37% |
$38.8K - $42.6K
|
74.3K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.8K+ 60.72% |
$258K - $283K
|
4.76K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
321+ 0.14% |
$46K - $50.5K
|
236K
$34.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.75KNew |
$394K - $432K
|
2.75K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.74K- 81.5% |
$823K - $903K
|
1.3K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.83K+ 14.08% |
$263K - $288K
|
14.8K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
105+ 4.91% |
$15K - $16.5K
|
2.24K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 0.49% |
$3.73K - $4.09K
|
5.31K
$781K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$11.6K - $12.7K
|
81
$11.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
859+ 16.17% |
$123K - $135K
|
6.17K
$907K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
385+ 3.31% |
$55.2K - $60.5K
|
12K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-140- 2.88% |
$20.1K - $22K
|
4.72K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-35- 0.7% |
$5.02K - $5.5K
|
4.97K
$730K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3- 0.12% |
$430 - $472
|
2.51K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-92- 2.52% |
$13.2K - $14.5K
|
3.57K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.74K+ 6.11% |
$249K - $274K
|
30.2K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
90+ 4.77% |
$12.9K - $14.2K
|
1.98K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
812New |
$116K - $128K
|
812
$119K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
249+ 5.12% |
$35.7K - $39.2K
|
5.11K
$751K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$51.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.85K+ 1.22% |
$551K - $605K
|
319K
$46.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-75- 0.35% |
$10.7K - $11.8K
|
21.1K
$3.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 5.55% |
$33.2K - $36.5K
|
3.95K
$580K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-253- 7.68% |
$36.3K - $39.8K
|
3.04K
$447K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
221+ 47.63% |
$31.7K - $34.8K
|
685
$101K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-92.3K- 22.77% |
$13.2M - $14.5M
|
313K
$46M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-153- 0.42% |
$21.9K - $24.1K
|
36.3K
$5.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58+ 141.46% |
$8.31K - $9.12K
|
99
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 358.63% |
$1.7M - $1.86M
|
15.1K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.6K+ 13.61% |
$1.66M - $1.83M
|
96.9K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-184- 0.56% |
$26.4K - $28.9K
|
32.4K
$4.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.31KNew |
$187K - $205K
|
1.31K
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.23% |
$287 - $314
|
886
$130K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
703+ 0.89% |
$101K - $111K
|
79.3K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 73.1% |
$1.82M - $1.99M
|
30K
$4.41M
|