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 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.66K- 9.81% |
$237K - $260K
|
15.2K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.67K- 49.04% |
$239K - $262K
|
1.73K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60+ 0.6% |
$8.6K - $9.43K
|
10.1K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
13+ 0.05% |
$1.86K - $2.04K
|
25.1K
$3.69M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 1.95% |
$434K - $476K
|
152K
$22.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.48K+ 8.33% |
$929K - $1.02M
|
84.2K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
180+ 2.57% |
$25.8K - $28.3K
|
7.17K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.51% |
$2.15K - $2.36K
|
2.93K
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
911+ 4.62% |
$131K - $143K
|
20.6K
$3.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.26K- 2.6% |
$180K - $198K
|
47.2K
$6.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.81K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-8.58K- 13.11% |
$1.23M - $1.35M
|
56.8K
$8.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-583- 2.62% |
$83.5K - $91.7K
|
21.7K
$3.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-400- 77.97% |
$57.3K - $62.9K
|
113
$16.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-415K- 14.57% |
$59.5M - $65.3M
|
2.44M
$358M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-21.3K- 31.74% |
$3.05M - $3.35M
|
45.8K
$6.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37+ 23.13% |
$5.3K - $5.82K
|
197
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
615+ 2.8% |
$88.1K - $96.7K
|
22.6K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.43K+ 3.14% |
$204K - $224K
|
46.9K
$6.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.6K+ 141.65% |
$3.24M - $3.55M
|
38.5K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.95K+ 8.47% |
$996K - $1.09M
|
89K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.28K+ 22.71% |
$900K - $987K
|
33.9K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
182+ 0.27% |
$26.1K - $28.6K
|
66.4K
$9.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-18.4K- 8.04% |
$2.64M - $2.89M
|
211K
$31M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-11.9K- 8.13% |
$1.7M - $1.86M
|
134K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.39% |
$3.01K - $3.3K
|
5.44K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
427+ 15.63% |
$61.2K - $67.1K
|
3.16K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-858- 3.0% |
$123K - $135K
|
27.7K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$287 - $314
|
1.7K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-188- 68.86% |
$26.9K - $29.6K
|
85
$12.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 54.29% |
$2.72K - $2.99K
|
16
$2.35K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $157
|
3.32K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 4.09% |
$242K - $266K
|
43.1K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.41% |
$143 - $157
|
245
$36K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-38- 2.01% |
$5.45K - $5.98K
|
1.85K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
99+ 1.04% |
$14.2K - $15.6K
|
9.59K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-22- 4.87% |
$3.15K - $3.46K
|
430
$63.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
400+ 10.08% |
$57.3K - $62.9K
|
4.37K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.14K+ 4.28% |
$163K - $179K
|
27.8K
$4.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.15K- 12.96% |
$165K - $181K
|
7.71K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-576- 6.25% |
$82.5K - $90.6K
|
8.64K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-394- 5.39% |
$56.5K - $62K
|
6.91K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 7.65% |
$5.73K - $6.29K
|
563
$82.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-610- 4.63% |
$87.4K - $95.9K
|
12.6K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.36K- 7.37% |
$1.06M - $1.16M
|
92.5K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 31.33% |
$18.6K - $20.4K
|
285
$41.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.29% |
$430 - $472
|
1.03K
$151K
|