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 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$373K - $409K
|
2.6K
$383K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.55K- 9.63% |
$365K - $401K
|
23.9K
$3.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-50- 0.54% |
$7.17K - $7.86K
|
9.21K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.23K+ 6.74% |
$176K - $193K
|
19.5K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-103- 4.98% |
$14.8K - $16.2K
|
1.97K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.53K+ 3.52% |
$649K - $712K
|
133K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.73K+ 17.21% |
$248K - $272K
|
11.8K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.05KNew |
$723K - $793K
|
5.05K
$741K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 0.91% |
$158K - $174K
|
120K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$430 - $472
|
1.97K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 4.7% |
$523K - $574K
|
81.3K
$12M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.44K- 10.34% |
$207K - $227K
|
12.5K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.96K- 6.8% |
$281K - $308K
|
26.8K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
506+ 0.63% |
$72.5K - $79.6K
|
81K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
132+ 7.86% |
$18.9K - $20.8K
|
1.81K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
326+ 8.93% |
$46.7K - $51.3K
|
3.98K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.86K+ 18.78% |
$266K - $292K
|
11.7K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$717 - $786
|
1.45K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.74K+ 2.32% |
$249K - $274K
|
76.7K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$860 - $943
|
4.12K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
260+ 1.68% |
$37.3K - $40.9K
|
15.8K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 2.46% |
$5.59K - $6.13K
|
1.55K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-215- 11.85% |
$30.8K - $33.8K
|
1.6K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24.2K- 87.89% |
$3.47M - $3.81M
|
3.34K
$491K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.05K- 24.51% |
$723K - $794K
|
15.5K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.83K- 22.37% |
$693K - $760K
|
16.8K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06KNew |
$151K - $166K
|
1.06K
$155K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
116+ 5.77% |
$16.6K - $18.2K
|
2.13K
$313K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.16K- 2.81% |
$596K - $654K
|
144K
$21.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.11% |
$287 - $314
|
1.89K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.52K+ 6.8% |
$218K - $239K
|
23.9K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
234+ 6.3% |
$33.5K - $36.8K
|
3.95K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 7.69% |
$146K - $161K
|
12.3K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-417- 30.06% |
$59.8K - $65.6K
|
970
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-829- 22.71% |
$119K - $130K
|
2.82K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
652+ 3.26% |
$93.4K - $103K
|
20.7K
$3.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 14.75% |
$213K - $234K
|
8.58K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-242- 7.72% |
$34.7K - $38.1K
|
2.89K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.14K- 10.7% |
$1.02M - $1.12M
|
59.5K
$8.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.06K- 9.8% |
$295K - $323K
|
18.9K
$2.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
207+ 7.32% |
$29.7K - $32.5K
|
3.03K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3- 0.06% |
$430 - $472
|
5.43K
$798K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-975- 3.45% |
$140K - $153K
|
27.3K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-74- 1.79% |
$10.6K - $11.6K
|
4.06K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-233- 1.45% |
$33.4K - $36.6K
|
15.9K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
269+ 2.69% |
$38.5K - $42.3K
|
10.3K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.35% |
$3.73K - $4.09K
|
7.44K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-90- 0.73% |
$12.9K - $14.2K
|
12.2K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
102+ 2.37% |
$14.6K - $16K
|
4.4K
$647K
|