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 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
4.35KNew |
$599K - $652K
|
4.35K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-767- 4.08% |
$106K - $115K
|
18K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
102+ 0.42% |
$14K - $15.3K
|
24.2K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.08% |
$2.34K - $2.54K
|
20.4K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
831+ 0.47% |
$114K - $124K
|
178K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
82+ 195.24% |
$11.3K - $12.3K
|
124
$16.8K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4- 0.11% |
$550 - $599
|
3.58K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.5K+ 26.12% |
$894K - $973K
|
31.4K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 2.95% |
$195K - $213K
|
49.5K
$6.71M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 8.2% |
$171K - $186K
|
16.4K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-309- 7.67% |
$42.5K - $46.3K
|
3.72K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.15K- 38.55% |
$434K - $472K
|
5.03K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
19+ 0.77% |
$2.61K - $2.84K
|
2.5K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.14K+ 24.2% |
$983K - $1.07M
|
36.7K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-466- 27.92% |
$64.1K - $69.8K
|
1.2K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.34KNew |
$321K - $350K
|
2.34K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
486+ 19.51% |
$66.9K - $72.7K
|
2.98K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
685+ 116.89% |
$94.3K - $103K
|
1.27K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.88K+ 9.67% |
$534K - $581K
|
44K
$5.97M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-21.6K- 69.9% |
$2.97M - $3.23M
|
9.29K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 11.77% |
$370K - $402K
|
25.5K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-50.5K- 58.92% |
$6.95M - $7.56M
|
35.2K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-573- 3.9% |
$78.9K - $85.8K
|
14.1K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 22.39% |
$255K - $278K
|
10.1K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 5.51% |
$41.3K - $44.9K
|
5.75K
$779K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-378- 1.68% |
$52K - $56.6K
|
22.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
274+ 8.17% |
$37.7K - $41K
|
3.63K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.18K+ 30.86% |
$163K - $177K
|
5.02K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.2K- 4.91% |
$3.19M - $3.47M
|
449K
$60.9M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-4- 0.32% |
$550 - $599
|
1.25K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
578+ 4.85% |
$79.5K - $86.5K
|
12.5K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.13K- 4.79% |
$294K - $319K
|
42.4K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.77K- 7.44% |
$243K - $265K
|
22K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 7.81% |
$4.82K - $5.24K
|
413
$56K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.53KNew |
$211K - $230K
|
1.53K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
70.3K+ 5.43% |
$9.67M - $10.5M
|
1.36M
$185M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-485- 5.62% |
$66.7K - $72.6K
|
8.15K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.36K- 4.67% |
$187K - $204K
|
27.8K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.45K+ 114.41% |
$474K - $516K
|
6.46K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
99+ 0.36% |
$13.6K - $14.8K
|
27.8K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4.54K+ 18.14% |
$625K - $680K
|
29.6K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.27% |
$138 - $150
|
367
$49.8K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-13.6K- 1.51% |
$1.87M - $2.04M
|
887K
$120M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-713- 26.07% |
$98.1K - $107K
|
2.02K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-644- 25.53% |
$88.6K - $96.4K
|
1.88K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
29.7K+ 752.23% |
$4.09M - $4.45M
|
33.7K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-331K- 88.04% |
$45.5M - $49.5M
|
44.9K
$6.09M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 44.51% |
$321K - $349K
|
7.58K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-20- 0.22% |
$2.75K - $2.99K
|
8.95K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 2.85% |
$26.4M - $28.7M
|
6.94M
$940M
|