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 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$287 - $314
|
2.04K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
91+ 0.01% |
$13K - $14.3K
|
888K
$130M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.7% |
$2.01K - $2.2K
|
2.02K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-160- 5.71% |
$22.9K - $25.2K
|
2.64K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
335+ 19.32% |
$48K - $52.7K
|
2.07K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.87KNew |
$268K - $294K
|
1.87K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-447- 12.1% |
$64.1K - $70.3K
|
3.25K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
97.4KNew |
$14M - $15.3M
|
97.4K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-308- 7.22% |
$44.1K - $48.4K
|
3.96K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$860 - $943
|
4.51K
$663K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.48K- 16.07% |
$212K - $233K
|
7.73K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
520+ 16.77% |
$74.5K - $81.8K
|
3.62K
$532K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 15.69% |
$6.88K - $7.55K
|
354
$52K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-209- 8.66% |
$29.9K - $32.9K
|
2.21K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-103- 4.48% |
$14.8K - $16.2K
|
2.2K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-859- 6.31% |
$123K - $135K
|
12.8K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.37K- 4.52% |
$197K - $216K
|
29K
$4.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-69- 4.6% |
$9.89K - $10.8K
|
1.43K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
30+ 0.92% |
$4.3K - $4.72K
|
3.29K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.43KNew |
$205K - $225K
|
1.43K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.88K- 34.77% |
$270K - $296K
|
3.54K
$519K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 16.43% |
$2.09M - $2.29M
|
74.1K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-414- 3.88% |
$59.3K - $65.1K
|
10.3K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-234- 6.04% |
$33.5K - $36.8K
|
3.64K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-13- 8.02% |
$1.86K - $2.04K
|
149
$21.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-790- 7.63% |
$113K - $124K
|
9.56K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
22+ 1.26% |
$3.15K - $3.46K
|
1.77K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.75K- 16.94% |
$250K - $275K
|
8.57K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
845+ 1.62% |
$121K - $133K
|
53.1K
$7.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
280K+ 71.25% |
$40.1M - $44M
|
673K
$98.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-793- 16.43% |
$114K - $125K
|
4.03K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
418+ 2.39% |
$59.9K - $65.7K
|
17.9K
$2.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 3.15% |
$7.88K - $8.65K
|
1.8K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-196- 2.11% |
$28.1K - $30.8K
|
9.09K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 3.07% |
$269K - $295K
|
59.2K
$8.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-71.3K- 27.17% |
$10.2M - $11.2M
|
191K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
226New |
$32.4K - $35.5K
|
226
$33.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.09K+ 11.79% |
$300K - $329K
|
19.9K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-135- 2.4% |
$19.3K - $21.2K
|
5.5K
$807K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
149+ 3.65% |
$21.4K - $23.4K
|
4.23K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-782- 1.65% |
$112K - $123K
|
46.5K
$6.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
794+ 9.26% |
$114K - $125K
|
9.37K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-71- 0.44% |
$10.2K - $11.2K
|
15.9K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.92KNew |
$1.13M - $1.25M
|
7.92K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-105- 1.77% |
$15K - $16.5K
|
5.82K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
658+ 15.79% |
$94.3K - $103K
|
4.83K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.15K- 2.73% |
$881K - $966K
|
219K
$32.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
481+ 5.52% |
$68.9K - $75.6K
|
9.19K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.08K- 3.87% |
$154K - $169K
|
26.7K
$3.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26.6KNew |
$3.81M - $4.18M
|
26.6K
$3.9M
|