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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 5.02% |
$602K - $660K
|
87.9K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-497- 2.81% |
$71.2K - $78.1K
|
17.2K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
142+ 100.0% |
$20.3K - $22.3K
|
284
$41.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
13.9K+ 88.3% |
$1.99M - $2.19M
|
29.6K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.46KNew |
$639K - $701K
|
4.46K
$656K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14- 0.74% |
$2.01K - $2.2K
|
1.88K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
592+ 4.42% |
$84.8K - $93.1K
|
14K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
662+ 5.37% |
$94.9K - $104K
|
13K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
51+ 0.33% |
$7.31K - $8.02K
|
15.3K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.44K+ 2.81% |
$207K - $227K
|
52.8K
$7.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-389- 13.49% |
$55.7K - $61.2K
|
2.49K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.9K- 39.77% |
$2.56M - $2.81M
|
27.1K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.86K+ 3.38% |
$409K - $449K
|
87.3K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 0.67% |
$15.6K - $17.1K
|
16.2K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
146+ 0.69% |
$20.9K - $23K
|
21.4K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.83K+ 1.9% |
$263K - $288K
|
98.4K
$14.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-740- 16.06% |
$106K - $116K
|
3.87K
$569K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.16K+ 165.71% |
$166K - $182K
|
1.86K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
431+ 559.74% |
$61.8K - $67.8K
|
508
$74.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 29.05% |
$308K - $338K
|
9.55K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.16K- 19.98% |
$453K - $497K
|
12.6K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 2.76% |
$2.87K - $3.14K
|
705
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.43K+ 25.16% |
$921K - $1.01M
|
32K
$4.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
747+ 12.64% |
$107K - $117K
|
6.66K
$978K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.85K+ 55.73% |
$839K - $920K
|
16.4K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 5.9% |
$289K - $317K
|
32.2K
$4.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
711+ 46.08% |
$102K - $112K
|
2.25K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.62K- 15.43% |
$233K - $255K
|
8.9K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 4.45% |
$228K - $250K
|
34.2K
$5.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-80- 4.04% |
$11.5K - $12.6K
|
1.9K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$1.79M - $1.97M
|
12.5K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-101- 0.98% |
$14.5K - $15.9K
|
10.2K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-25.3K- 83.84% |
$3.63M - $3.98M
|
4.88K
$718K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
765+ 15.39% |
$110K - $120K
|
5.74K
$843K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-510- 4.26% |
$73.1K - $80.2K
|
11.5K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.38KNew |
$197K - $216K
|
1.38K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.02K- 49.93% |
$289K - $317K
|
2.02K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
85+ 1.39% |
$12.2K - $13.4K
|
6.22K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
86+ 0.65% |
$12.3K - $13.5K
|
13.3K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-53- 0.13% |
$7.59K - $8.33K
|
40.5K
$5.95M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.32K- 12.09% |
$332K - $364K
|
16.9K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$203K - $223K
|
1.42K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.17K- 20.32% |
$167K - $183K
|
4.57K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.96K- 29.05% |
$711K - $780K
|
12.1K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-45- 0.77% |
$6.45K - $7.08K
|
5.77K
$847K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.39K+ 9.22% |
$199K - $218K
|
16.4K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.21% |
$430 - $472
|
1.43K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 22.53% |
$199K - $218K
|
4.77K
$701K
|