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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13- 0.12% |
$1.67K - $1.88K
|
11.1K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-163K- 4.73% |
$21M - $23.5M
|
3.29M
$446M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-86- 87.76% |
$11.1K - $12.4K
|
12
$1.63K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647KNew |
$83.3M - $93.4M
|
647K
$87.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-436- 19.08% |
$56.1K - $62.9K
|
1.85K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-89- 4.03% |
$11.5K - $12.8K
|
2.12K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-399- 18.44% |
$51.4K - $57.6K
|
1.77K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
568+ 3.72% |
$73.1K - $82K
|
15.9K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
802+ 1.23% |
$103K - $116K
|
66K
$8.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.34K- 44.55% |
$173K - $194K
|
1.67K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 28.48% |
$253K - $283K
|
8.85K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-531- 3.92% |
$68.4K - $76.6K
|
13K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
143+ 1.5% |
$18.4K - $20.6K
|
9.66K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 13.54% |
$206K - $231K
|
10.2K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
170+ 0.12% |
$21.9K - $24.5K
|
138K
$18.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.1KNew |
$914K - $1.02M
|
7.1K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.23K- 2.29% |
$287K - $322K
|
95.1K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.38K+ 25.08% |
$693K - $776K
|
26.8K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 92.55% |
$141K - $158K
|
2.27K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
219+ 4.9% |
$28.2K - $31.6K
|
4.69K
$635K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.76K+ 30.81% |
$356K - $399K
|
11.7K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-247- 0.29% |
$31.8K - $35.6K
|
84.9K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$237K - $266K
|
1.84K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
270+ 4.17% |
$34.8K - $39K
|
6.74K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$1.55K - $1.73K
|
12
$1.63K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-258- 1.5% |
$33.2K - $37.2K
|
17K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-164- 2.66% |
$21.1K - $23.7K
|
6K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.23K+ 26.75% |
$159K - $178K
|
5.84K
$792K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11+ 0.45% |
$1.42K - $1.59K
|
2.48K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-492- 2.28% |
$63.4K - $71K
|
21K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.54K- 19.46% |
$1.1M - $1.23M
|
35.3K
$4.79M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.76K- 4.82% |
$227K - $254K
|
34.8K
$4.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-912- 8.29% |
$117K - $132K
|
10.1K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
532+ 0.66% |
$68.5K - $76.8K
|
81.1K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
30+ 0.88% |
$3.86K - $4.33K
|
3.44K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
79+ 0.14% |
$10.2K - $11.4K
|
56K
$7.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
31+ 442.86% |
$3.99K - $4.47K
|
38
$5.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.15K+ 6.23% |
$276K - $310K
|
36.6K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-32- 0.26% |
$4.12K - $4.62K
|
12.2K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 3.45% |
$9.01K - $10.1K
|
1.96K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79+ 9.26% |
$10.2K - $11.4K
|
932
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-489- 77.37% |
$63K - $70.6K
|
143
$19.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-231- 1.17% |
$29.7K - $33.3K
|
19.5K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-376- 7.28% |
$48.4K - $54.3K
|
4.79K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-622- 25.24% |
$80.1K - $89.8K
|
1.84K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-360- 14.62% |
$46.4K - $51.9K
|
2.1K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-610- 13.72% |
$78.5K - $88K
|
3.84K
$520K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
159+ 4.36% |
$20.5K - $22.9K
|
3.8K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2K+ 6.1% |
$258K - $289K
|
34.8K
$4.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.68K- 16.22% |
$216K - $242K
|
8.67K
$1.18M
|