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 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.47K+ 2.03% |
$211K - $231K
|
74.1K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
912+ 3.56% |
$131K - $143K
|
26.5K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-646- 4.07% |
$92.6K - $102K
|
15.2K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10+ 0.7% |
$1.43K - $1.57K
|
1.45K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-102- 2.96% |
$14.6K - $16K
|
3.35K
$492K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 11.14% |
$366K - $402K
|
25.5K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15.7K+ 201.97% |
$2.25M - $2.47M
|
23.4K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
175+ 194.44% |
$25.1K - $27.5K
|
265
$38.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.06K- 2.7% |
$152K - $167K
|
38.3K
$5.62M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-30.8K- 11.48% |
$4.41M - $4.84M
|
237K
$34.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 4.54% |
$179K - $197K
|
28.8K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06K+ 5.04% |
$151K - $166K
|
22K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-30- 4.5% |
$4.3K - $4.72K
|
637
$93.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-265- 7.17% |
$38K - $41.7K
|
3.43K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 3.6% |
$16.5K - $18.1K
|
3.08K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30+ 0.62% |
$4.3K - $4.72K
|
4.9K
$720K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-45- 1.2% |
$6.45K - $7.08K
|
3.71K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.88K+ 9.39% |
$270K - $296K
|
21.9K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.44K+ 5.05% |
$493K - $541K
|
71.6K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-106- 6.88% |
$15.2K - $16.7K
|
1.43K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.38K- 6.4% |
$484K - $531K
|
49.4K
$7.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-397- 2.36% |
$56.9K - $62.4K
|
16.4K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-98- 1.35% |
$14K - $15.4K
|
7.15K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.66K+ 3.94% |
$237K - $261K
|
43.7K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600+ 167.6% |
$86K - $94.3K
|
958
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
830+ 4.38% |
$119K - $131K
|
19.8K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-526- 4.15% |
$75.4K - $82.7K
|
12.2K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.33K- 6.01% |
$477K - $523K
|
52K
$7.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
818+ 26.07% |
$117K - $129K
|
3.96K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
349+ 1.67% |
$50K - $54.9K
|
21.2K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 0.88% |
$55K - $60.4K
|
43.3K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-857- 5.26% |
$123K - $135K
|
15.4K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
73+ 2.46% |
$10.5K - $11.5K
|
3.04K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
40+ 0.82% |
$5.73K - $6.29K
|
4.93K
$724K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
398+ 6.8% |
$57K - $62.6K
|
6.25K
$918K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
258+ 6.18% |
$37K - $40.6K
|
4.44K
$652K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-199- 0.99% |
$28.5K - $31.3K
|
19.8K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
89+ 0.25% |
$12.8K - $14K
|
35.3K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-125- 5.2% |
$17.9K - $19.7K
|
2.28K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.09K- 5.87% |
$299K - $328K
|
33.4K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.1% |
$573 - $629
|
3.93K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.27% |
$1K - $1.1K
|
2.62K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.42KNew |
$204K - $224K
|
1.42K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
86+ 5.81% |
$12.3K - $13.5K
|
1.57K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
419+ 2.83% |
$60K - $65.9K
|
15.2K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-15.2K- 39.09% |
$2.18M - $2.4M
|
23.8K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
944+ 7.55% |
$135K - $148K
|
13.4K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-839- 6.21% |
$120K - $132K
|
12.7K
$1.86M
|