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 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
82+ 0.39% |
$11.3K - $12.3K
|
20.9K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-738- 27.09% |
$102K - $110K
|
1.99K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
224+ 2.13% |
$30.8K - $33.5K
|
10.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.44K- 30.0% |
$198K - $216K
|
3.36K
$456K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
11.5K+ 206.2% |
$1.59M - $1.73M
|
17.1K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
516+ 8.12% |
$71K - $77.2K
|
6.87K
$932K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$190K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.42KNew |
$196K - $213K
|
1.42K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
95+ 1.43% |
$13.1K - $14.2K
|
6.72K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.83KNew |
$390K - $424K
|
2.83K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-22.7K- 22.14% |
$3.12M - $3.4M
|
79.8K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
147+ 2.61% |
$20.2K - $22K
|
5.78K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-7.85K- 26.33% |
$1.08M - $1.17M
|
22K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129KNew |
$17.7M - $19.3M
|
129K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.84KNew |
$391K - $426K
|
2.84K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-23- 1.48% |
$3.17K - $3.44K
|
1.53K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-829- 1.51% |
$114K - $124K
|
54.2K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
217K+ 22382.37% |
$29.9M - $32.5M
|
218K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 37.12% |
$1.4M - $1.52M
|
37.6K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.6K+ 12.6% |
$1.6M - $1.74M
|
104K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.12K+ 22.52% |
$429K - $467K
|
17K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.8K+ 25.75% |
$1.76M - $1.92M
|
62.5K
$8.48M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
803+ 34.94% |
$111K - $120K
|
3.1K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-844- 4.34% |
$116K - $126K
|
18.6K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.95K+ 4.61% |
$544K - $592K
|
89.7K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5KNew |
$482K - $524K
|
3.5K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-728- 1.6% |
$100K - $109K
|
44.8K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-626- 2.84% |
$86.1K - $93.7K
|
21.4K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-145- 3.26% |
$20K - $21.7K
|
4.3K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
859+ 18.66% |
$118K - $129K
|
5.46K
$741K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.97K+ 10.82% |
$1.1M - $1.19M
|
81.6K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 12.33% |
$14.3M - $15.5M
|
946K
$128M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.23K- 11.52% |
$170K - $185K
|
9.47K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802- 4.02% |
$110K - $120K
|
19.2K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.46% |
$4.82K - $5.24K
|
2.43K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-72- 6.0% |
$9.91K - $10.8K
|
1.13K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-127- 0.91% |
$17.5K - $19K
|
13.8K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27K+ 35.08% |
$3.72M - $4.04M
|
104K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.39KNew |
$191K - $208K
|
1.39K
$189K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.94K- 2.14% |
$1.09M - $1.19M
|
364K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.66K+ 6.32% |
$228K - $248K
|
27.9K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-27.4K- 26.67% |
$3.77M - $4.1M
|
75.4K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.6KNew |
$220K - $239K
|
1.6K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-69K- 27.68% |
$9.5M - $10.3M
|
180K
$24.4M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-184K- 49.27% |
$25.3M - $27.5M
|
189K
$25.7M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-84- 11.13% |
$11.6K - $12.6K
|
671
$91K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.46K+ 6.46% |
$201K - $219K
|
24.1K
$3.27M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.79K- 30.85% |
$660K - $717K
|
10.7K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.3K- 9.34% |
$4.31M - $4.68M
|
304K
$41.2M
|