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 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85.5K- 98.63% |
$11.8M - $12.8M
|
1.18K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
89+ 2.45% |
$12.2K - $13.3K
|
3.73K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113+ 0.36% |
$15.5K - $16.9K
|
31.4K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.25% |
$826 - $898
|
2.38K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.16K+ 26.56% |
$159K - $173K
|
5.51K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.2K+ 682.42% |
$1.96M - $2.13M
|
16.3K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
225+ 3.03% |
$31K - $33.7K
|
7.64K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.14K+ 124.72% |
$983K - $1.07M
|
12.9K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
5.51KNew |
$758K - $824K
|
5.51K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.03K- 3.47% |
$141K - $154K
|
28.6K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-36.3K- 58.46% |
$4.99M - $5.43M
|
25.8K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 5.46% |
$2.12M - $2.3M
|
267K
$36.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.28K+ 1.37% |
$1.28M - $1.39M
|
688K
$93.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-71.1K- 43.26% |
$9.79M - $10.6M
|
93.3K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-116- 8.39% |
$16K - $17.4K
|
1.27K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
104+ 1.95% |
$14.3K - $15.6K
|
5.45K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 1.39% |
$231K - $252K
|
123K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.24K- 38.22% |
$170K - $185K
|
2K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150+ 33.11% |
$20.6K - $22.5K
|
603
$81.8K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.98KNew |
$272K - $296K
|
1.98K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1- 0.03% |
$138 - $150
|
3.79K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34+ 0.2% |
$4.68K - $5.09K
|
16.7K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
135+ 0.68% |
$18.6K - $20.2K
|
20K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.42K- 7.97% |
$195K - $212K
|
16.4K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.71K- 17.84% |
$510K - $555K
|
17.1K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-121- 1.09% |
$16.7K - $18.1K
|
11K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.43KNew |
$197K - $214K
|
1.43K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.95K+ 45.45% |
$1.09M - $1.19M
|
25.4K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 2.72% |
$20.6K - $22.5K
|
5.36K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.7K- 4.1% |
$1.75M - $1.9M
|
297K
$40.3M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 30.04% |
$141K - $153K
|
2.38K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-62- 4.16% |
$8.53K - $9.28K
|
1.43K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$298K - $325K
|
2.17K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
103KNew |
$14.2M - $15.4M
|
103K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 31.88% |
$24.2K - $26.3K
|
728
$98.7K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
137+ 0.56% |
$18.9K - $20.5K
|
24.6K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 6.04% |
$262K - $285K
|
33.5K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-192- 6.4% |
$26.4K - $28.7K
|
2.81K
$380K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.05% |
$275 - $299
|
4.17K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.11K+ 404.95% |
$428K - $466K
|
3.88K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 12.09% |
$1.51K - $1.65K
|
102
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-71- 0.6% |
$9.77K - $10.6K
|
11.9K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3K- 8.1% |
$1.83M - $1.99M
|
151K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739+ 68.24% |
$102K - $111K
|
1.82K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-97- 5.87% |
$13.3K - $14.5K
|
1.56K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-643- 10.29% |
$88.5K - $96.2K
|
5.6K
$760K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.42K+ 2.49% |
$471K - $512K
|
141K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-598- 13.27% |
$82.3K - $89.5K
|
3.91K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.04K- 2.63% |
$143K - $156K
|
38.4K
$5.21M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.3K+ 136.1% |
$1.42M - $1.55M
|
17.9K
$2.43M
|