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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
218+ 1.36% |
$29.7K - $33.7K
|
16.2K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.35K+ 31.15% |
$593K - $674K
|
18.3K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
464+ 2.05% |
$63.2K - $71.8K
|
23.1K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.78% |
$136 - $155
|
130
$19.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
146+ 1.02% |
$19.9K - $22.6K
|
14.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4.99K+ 7.52% |
$680K - $772K
|
71.4K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.74K+ 107.79% |
$509K - $578K
|
7.2K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-282- 55.51% |
$38.4K - $43.6K
|
226
$33.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-39K- 73.25% |
$5.31M - $6.03M
|
14.2K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.17KNew |
$568K - $645K
|
4.17K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-247- 7.5% |
$33.7K - $38.2K
|
3.05K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.06% |
$681 - $774
|
8.59K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 5.27% |
$45.9K - $52.1K
|
6.73K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-713- 49.58% |
$97.2K - $110K
|
725
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-151- 0.95% |
$20.6K - $23.4K
|
15.7K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
25.5K+ 66.37% |
$3.48M - $3.95M
|
64K
$9.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12+ 0.21% |
$1.64K - $1.86K
|
5.64K
$828K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.8K+ 1.47% |
$382K - $434K
|
194K
$28.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 1.1% |
$29.7K - $33.7K
|
19.6K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4.43K- 20.44% |
$604K - $686K
|
17.3K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
141+ 0.89% |
$19.2K - $21.8K
|
15.9K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.32% |
$954 - $1.08K
|
2.21K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.9K- 90.29% |
$3.53M - $4.01M
|
2.79K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-54- 10.65% |
$7.36K - $8.36K
|
453
$66.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 12.58% |
$21.7K - $24.6K
|
1.11K
$162K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-42- 2.3% |
$5.72K - $6.5K
|
1.78K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-634- 3.68% |
$86.4K - $98.1K
|
16.6K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-653- 20.09% |
$89K - $101K
|
2.6K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-926- 0.61% |
$126K - $143K
|
151K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.74K- 4.05% |
$510K - $579K
|
88.8K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.9K+ 99.53% |
$1.35M - $1.53M
|
19.8K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$27.1K - $30.8K
|
199
$29.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
204+ 6.7% |
$27.8K - $31.6K
|
3.25K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.16K+ 4.85% |
$158K - $179K
|
25K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 92.62% |
$1.39M - $1.58M
|
813
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 8.26% |
$385K - $437K
|
31.3K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-637K- 98.88% |
$86.8M - $98.5M
|
7.21K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 4.67% |
$149K - $169K
|
22.3K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-59.8K- 77.83% |
$8.15M - $9.26M
|
17K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.55K+ 11.34% |
$1.3M - $1.48M
|
93.8K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-324- 4.86% |
$44.2K - $50.1K
|
6.34K
$932K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-7.91K- 9.19% |
$1.08M - $1.22M
|
78.1K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.05K- 2.33% |
$280K - $317K
|
85.9K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
146+ 3.9% |
$19.9K - $22.6K
|
3.89K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 13.05% |
$402K - $456K
|
19.6K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-165- 5.03% |
$22.5K - $25.5K
|
3.12K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-159K- 40.77% |
$21.6M - $24.6M
|
231K
$33.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 51.59% |
$46.5K - $52.8K
|
320
$47K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.03K+ 27.7% |
$550K - $624K
|
18.6K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$232K - $263K
|
1.7K
$250K
|