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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-414- 5.14% |
$59.3K - $65.1K
|
7.64K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.34KNew |
$192K - $210K
|
1.34K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9+ 0.02% |
$1.29K - $1.42K
|
36.3K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-7.35K- 55.42% |
$1.05M - $1.15M
|
5.91K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.24KNew |
$464K - $509K
|
3.24K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
19.9K+ 26.62% |
$2.86M - $3.13M
|
94.8K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 6.1% |
$717 - $786
|
87
$12.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-903- 16.53% |
$129K - $142K
|
4.56K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.95KNew |
$279K - $306K
|
1.95K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.58K+ 6.65% |
$799K - $877K
|
89.5K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.95K+ 9.6% |
$423K - $464K
|
33.7K
$4.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.91K- 13.29% |
$274K - $301K
|
12.5K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
25+ 0.7% |
$3.58K - $3.93K
|
3.59K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-500- 13.21% |
$71.7K - $78.6K
|
3.28K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 6.03% |
$14.3K - $15.7K
|
1.76K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
499+ 27.28% |
$71.5K - $78.5K
|
2.33K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99+ 0.46% |
$14.2K - $15.6K
|
21.5K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
53.5KNew |
$7.67M - $8.42M
|
53.5K
$7.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-389- 10.25% |
$55.7K - $61.2K
|
3.41K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$206K - $226K
|
1.44K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-225- 1.01% |
$32.2K - $35.4K
|
22K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
375+ 5.85% |
$53.7K - $59K
|
6.78K
$997K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$36.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-33- 1.39% |
$4.73K - $5.19K
|
2.33K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-671- 4.08% |
$96.2K - $106K
|
15.8K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.42K+ 2.85% |
$203K - $222K
|
51.1K
$7.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-17.4K- 41.33% |
$2.49M - $2.73M
|
24.7K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-150- 4.47% |
$21.5K - $23.6K
|
3.2K
$471K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23- 0.96% |
$3.3K - $3.62K
|
2.37K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
441+ 0.67% |
$63.2K - $69.3K
|
66.4K
$9.76M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.48% |
$7.45K - $8.18K
|
1.44K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-757- 6.81% |
$108K - $119K
|
10.4K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.24K+ 3.42% |
$322K - $353K
|
67.8K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-404- 5.33% |
$57.9K - $63.5K
|
7.18K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 7.84% |
$34K - $37.3K
|
2.79K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.2K+ 1254.21% |
$2.61M - $2.86M
|
19.6K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10New |
$1.43K - $1.57K
|
10
$1.47K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
433+ 2.08% |
$62K - $68.1K
|
21.2K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.51KNew |
$933K - $1.02M
|
6.51K
$957K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 3.33% |
$7.74K - $8.49K
|
1.57K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-458- 4.79% |
$65.6K - $72K
|
9.1K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-97- 3.11% |
$13.9K - $15.3K
|
3.02K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-696- 4.75% |
$99.7K - $109K
|
13.9K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
596+ 2.23% |
$85.4K - $93.7K
|
27.3K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-231- 10.93% |
$33.1K - $36.3K
|
1.88K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-43- 0.18% |
$6.16K - $6.76K
|
23.9K
$3.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-215- 1.1% |
$30.8K - $33.8K
|
19.3K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.29K- 4.56% |
$185K - $203K
|
26.9K
$3.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 4.59% |
$7.17K - $7.86K
|
1.04K
$153K
|