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 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.16K- 4.68% |
$166K - $182K
|
23.6K
$3.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-134- 5.06% |
$19.2K - $21.1K
|
2.51K
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.17MNew |
$455M - $499M
|
3.17M
$466M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21+ 0.51% |
$3.01K - $3.3K
|
4.18K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
25.1K+ 4.81% |
$3.59M - $3.94M
|
547K
$80.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
114KNew |
$16.4M - $18M
|
114K
$16.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
511+ 37.94% |
$73.2K - $80.3K
|
1.86K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.79M - $1.96M
|
12.5K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.8K- 44.99% |
$258K - $283K
|
2.2K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
234+ 1.06% |
$33.5K - $36.8K
|
22.4K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$430 - $472
|
805
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.24K+ 27.68% |
$177K - $195K
|
5.71K
$838K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
930+ 67.15% |
$133K - $146K
|
2.32K
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-329- 0.24% |
$47.1K - $51.7K
|
139K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.03% |
$430 - $472
|
9.95K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.96K+ 3.49% |
$567K - $623K
|
118K
$17.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
299K+ 18.21% |
$42.9M - $47.1M
|
1.94M
$286M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 0.38% |
$207K - $227K
|
380K
$55.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.85K+ 5.46% |
$409K - $448K
|
55K
$8.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-28.2K- 5.13% |
$4.04M - $4.43M
|
521K
$76.6M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-530- 2.1% |
$75.9K - $83.3K
|
24.7K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-179- 2.99% |
$25.7K - $28.1K
|
5.82K
$855K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
908+ 19.44% |
$130K - $143K
|
5.58K
$820K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30K+ 1342.01% |
$4.3M - $4.72M
|
32.2K
$4.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 8.17% |
$100K - $110K
|
7.84K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.4K- 25.25% |
$2.63M - $2.89M
|
54.4K
$7.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
34.5KNew |
$4.94M - $5.42M
|
34.5K
$5.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
100+ 2.14% |
$14.3K - $15.7K
|
4.78K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$327K - $358K
|
2.28K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
855+ 6.33% |
$123K - $134K
|
14.4K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.11K- 6.66% |
$446K - $489K
|
43.6K
$6.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-121- 6.49% |
$17.3K - $19K
|
1.74K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 0.6% |
$19.9K - $21.9K
|
23.4K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.97K+ 321.88% |
$856K - $939K
|
7.83K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.68K- 7.49% |
$384K - $421K
|
33.1K
$4.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-66- 0.37% |
$9.46K - $10.4K
|
17.9K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-369- 13.5% |
$52.9K - $58K
|
2.37K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.16% |
$1K - $1.1K
|
4.25K
$625K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 6.28% |
$327K - $359K
|
38.6K
$5.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.4K- 15.06% |
$201K - $221K
|
7.92K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.7K+ 354.95% |
$3.25M - $3.57M
|
29.1K
$4.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-147- 0.79% |
$21.1K - $23.1K
|
18.5K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.28K+ 6.78% |
$614K - $673K
|
67.4K
$9.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 19.23% |
$160K - $175K
|
4.69K
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
203+ 14.77% |
$29.1K - $31.9K
|
1.58K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.99% |
$1.43K - $1.57K
|
1K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.95% |
$20.2K - $22.2K
|
14.8K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54.7K+ 129.83% |
$7.84M - $8.6M
|
96.8K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.5K- 43.15% |
$3.95M - $4.33M
|
36.3K
$5.33M
|