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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.97K+ 10.82% |
$1.1M - $1.19M
|
81.6K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 12.33% |
$14.3M - $15.5M
|
946K
$126M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.23K- 11.52% |
$170K - $185K
|
9.47K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802- 4.02% |
$110K - $120K
|
19.2K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.46% |
$4.82K - $5.24K
|
2.43K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-72- 6.0% |
$9.91K - $10.8K
|
1.13K
$151K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-127- 0.91% |
$17.5K - $19K
|
13.8K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27K+ 35.08% |
$3.72M - $4.04M
|
104K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.39KNew |
$191K - $208K
|
1.39K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.94K- 2.14% |
$1.09M - $1.19M
|
364K
$48.6M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.66K+ 6.32% |
$228K - $248K
|
27.9K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-27.4K- 26.67% |
$3.77M - $4.1M
|
75.4K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.6KNew |
$220K - $239K
|
1.6K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-69K- 27.68% |
$9.5M - $10.3M
|
180K
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-184K- 49.27% |
$25.3M - $27.5M
|
189K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-84- 11.13% |
$11.6K - $12.6K
|
671
$89.6K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.46K+ 6.46% |
$201K - $219K
|
24.1K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.79K- 30.85% |
$660K - $717K
|
10.7K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.3K- 9.34% |
$4.31M - $4.68M
|
304K
$40.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-739- 4.34% |
$102K - $111K
|
16.3K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.04K+ 4.66% |
$143K - $155K
|
23.3K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-25- 1.22% |
$3.44K - $3.74K
|
2.03K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 1.61% |
$3.99K - $4.34K
|
1.83K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
141+ 1.92% |
$19.4K - $21.1K
|
7.49K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
121+ 2.16% |
$16.7K - $18.1K
|
5.72K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$138 - $150
|
312
$41.7K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$204K - $222K
|
1.49K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-8.4K- 1.64% |
$1.16M - $1.26M
|
504K
$67.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 3.8% |
$191K - $208K
|
35.2K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
697+ 12.49% |
$95.9K - $104K
|
6.28K
$838K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.81KNew |
$386K - $420K
|
2.81K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$263K - $286K
|
1.91K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-82- 0.48% |
$11.3K - $12.3K
|
16.8K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.22K- 25.41% |
$306K - $333K
|
6.53K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
155New |
$21.3K - $23.2K
|
155
$20.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-69- 2.24% |
$9.5K - $10.3K
|
3.01K
$402K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
170+ 2.07% |
$23.4K - $25.4K
|
8.38K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-50- 16.67% |
$6.88K - $7.48K
|
250
$33.4K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.09K- 5.93% |
$701K - $762K
|
80.8K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$179K - $194K
|
1.3K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38KNew |
$189K - $206K
|
1.38K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.41KNew |
$195K - $212K
|
1.41K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.78K- 12.16% |
$520K - $565K
|
27.3K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
354+ 14.84% |
$48.7K - $53K
|
2.74K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-187- 7.2% |
$25.7K - $28K
|
2.41K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 128.46% |
$1.52M - $1.65M
|
19.6K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.3K- 95.36% |
$178K - $194K
|
63
$8.41K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.72K- 16.94% |
$236K - $257K
|
8.42K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.87% |
$5.5K - $5.99K
|
4.57K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-14- 0.6% |
$1.93K - $2.1K
|
2.3K
$307K
|