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
|
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
|
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
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-518- 13.42% |
$71.3K - $77.5K
|
3.34K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
285+ 15.88% |
$39.2K - $42.7K
|
2.08K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.57K+ 102.34% |
$216K - $235K
|
3.11K
$421K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.81% |
$3.72K - $4.04K
|
988
$134K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-835- 26.94% |
$115K - $125K
|
2.26K
$307K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.77K- 5.75% |
$794K - $864K
|
94.7K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$275 - $299
|
3.25K
$441K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
811+ 8.81% |
$112K - $121K
|
10K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.82M- 99.32% |
$388M - $422M
|
19.4K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.3K- 49.6% |
$179K - $194K
|
1.32K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-49- 1.91% |
$6.74K - $7.33K
|
2.52K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-2.76K- 20.38% |
$380K - $414K
|
10.8K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.71K+ 45.06% |
$235K - $256K
|
5.5K
$745K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
116K+ 175077.27% |
$15.9M - $17.3M
|
116K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 83.33% |
$13.8K - $15K
|
220
$29.8K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.45K+ 97.36% |
$888K - $965K
|
13.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.8KNew |
$1.49M - $1.62M
|
10.8K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
22.1K+ 353.61% |
$3.05M - $3.31M
|
28.4K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-60- 0.87% |
$8.26K - $8.98K
|
6.8K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.47KNew |
$203K - $220K
|
1.47K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-767- 19.74% |
$106K - $115K
|
3.12K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
762+ 1.71% |
$105K - $114K
|
45.3K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-501- 72.19% |
$68.9K - $75K
|
193
$26.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
11+ 0.01% |
$1.51K - $1.65K
|
125K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.4KNew |
$2.26M - $2.45M
|
16.4K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.55KNew |
$213K - $232K
|
1.55K
$210K
|