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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-500- 79.37% |
$68.8K - $74.8K
|
130
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 8.58% |
$178K - $194K
|
16.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-81- 2.49% |
$11.1K - $12.1K
|
3.17K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.62K+ 4.91% |
$223K - $243K
|
34.7K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.49K+ 12.31% |
$480K - $522K
|
31.8K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.59K- 4.13% |
$218K - $237K
|
36.8K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.8K+ 25.66% |
$11.9M - $13M
|
425K
$57.6M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.37% |
$826 - $898
|
1.64K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.93K - $2.1K
|
6.5K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.05K+ 42.56% |
$832K - $905K
|
20.3K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-839- 1.3% |
$115K - $126K
|
63.6K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-782K- 64.86% |
$108M - $117M
|
424K
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.04K- 27.5% |
$280K - $305K
|
5.37K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
300KNew |
$41.3M - $44.9M
|
300K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.6KNew |
$1.46M - $1.59M
|
10.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-58- 2.23% |
$7.98K - $8.68K
|
2.55K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
337+ 18.71% |
$46.4K - $50.4K
|
2.14K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
263+ 0.34% |
$36.2K - $39.4K
|
76.8K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
157+ 3.36% |
$21.6K - $23.5K
|
4.83K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.91M- 84.83% |
$401M - $436M
|
521K
$70.6M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.75K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-20- 1.07% |
$2.75K - $2.99K
|
1.84K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75.2KClosed |
$10.3M - $11.2M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 7.05% |
$180K - $196K
|
19.8K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
421+ 7.23% |
$57.9K - $63K
|
6.24K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-659- 3.39% |
$90.7K - $98.6K
|
18.8K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-478- 17.32% |
$65.8K - $71.5K
|
2.28K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-26.5K- 45.07% |
$3.65M - $3.97M
|
32.3K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.52K- 12.81% |
$621K - $676K
|
30.7K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.85K- 38.25% |
$254K - $276K
|
2.98K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-704- 6.75% |
$96.9K - $105K
|
9.72K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-177- 2.5% |
$24.4K - $26.5K
|
6.91K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
249+ 9.99% |
$34.3K - $37.3K
|
2.74K
$372K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
135+ 8.81% |
$18.6K - $20.2K
|
1.67K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
441+ 0.27% |
$60.7K - $66K
|
162K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.49% |
$138 - $150
|
206
$27.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
292+ 16.71% |
$40.2K - $43.7K
|
2.04K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.9KNew |
$1.78M - $1.93M
|
12.9K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8+ 0.26% |
$1.1K - $1.2K
|
3.08K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
450+ 52.63% |
$61.9K - $67.4K
|
1.31K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.23K+ 19.97% |
$169K - $184K
|
7.38K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-165- 3.75% |
$22.7K - $24.7K
|
4.24K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 14.42% |
$158K - $172K
|
6.81K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
368K+ 87.65% |
$50.6M - $55.1M
|
788K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
999+ 32.55% |
$137K - $150K
|
4.07K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.3K- 18.22% |
$2.79M - $3.03M
|
91K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.26KNew |
$311K - $338K
|
2.26K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
308K+ 52.62% |
$42.3M - $46.1M
|
892K
$121M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.76K+ 98.49% |
$656K - $713K
|
9.6K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.83K+ 8.14% |
$802K - $873K
|
77.4K
$10.5M
|