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 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.84K+ 43.37% |
$263K - $289K
|
6.07K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-679- 6.46% |
$97.3K - $107K
|
9.83K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 4.7% |
$21.2K - $23.3K
|
3K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-385- 1.87% |
$55.2K - $60.5K
|
20.2K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 11.01% |
$293K - $322K
|
20.6K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$5.73K - $6.29K
|
40
$5.88K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.34K- 11.8% |
$621K - $682K
|
32.4K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.24% |
$1.15K - $1.26K
|
3.29K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44K+ 83.75% |
$1.07M - $1.17M
|
16.3K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
44.3K+ 960.93% |
$6.35M - $6.97M
|
48.9K
$7.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
150K+ 87.67% |
$21.5M - $23.6M
|
321K
$47.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.37% |
$1K - $1.1K
|
1.88K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$2.29K - $2.52K
|
16
$2.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
308+ 5.84% |
$44.1K - $48.4K
|
5.58K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
366+ 1.03% |
$52.4K - $57.5K
|
35.7K
$5.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-326- 3.13% |
$46.7K - $51.3K
|
10.1K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-392- 6.09% |
$56.2K - $61.6K
|
6.05K
$888K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-63- 0.85% |
$9.03K - $9.91K
|
7.35K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$143 - $157
|
364
$53.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-64- 2.37% |
$9.17K - $10.1K
|
2.64K
$388K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.24K- 27.7% |
$1.32M - $1.45M
|
24.1K
$3.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
153+ 17.57% |
$21.9K - $24.1K
|
1.02K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.53M - $2.77M
|
665K
$97.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3KNew |
$430K - $472K
|
3K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-70.8K- 85.27% |
$10.1M - $11.1M
|
12.2K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 0.15% |
$7.88K - $8.65K
|
37.1K
$5.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32K+ 1103.38% |
$4.58M - $5.03M
|
34.9K
$5.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.53KNew |
$506K - $555K
|
3.53K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-495K- 10.79% |
$71M - $77.9M
|
4.09M
$602M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88- 2.37% |
$12.6K - $13.8K
|
3.62K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 2.67% |
$6.01M - $6.59M
|
1.61M
$237M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.78K- 16.19% |
$398K - $437K
|
14.4K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-718- 3.96% |
$103K - $113K
|
17.4K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-25- 58.14% |
$3.58K - $3.93K
|
18
$2.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$121K - $133K
|
844
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
75+ 30.86% |
$10.7K - $11.8K
|
318
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-54- 37.24% |
$7.74K - $8.49K
|
91
$13.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
353+ 4.61% |
$50.6K - $55.5K
|
8.01K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.5K+ 36302.03% |
$10.2M - $11.2M
|
71.7K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-101- 2.73% |
$14.5K - $15.9K
|
3.6K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-8.52K- 7.51% |
$1.22M - $1.34M
|
105K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
2.97K+ 11.37% |
$425K - $467K
|
29.1K
$4.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-108- 4.97% |
$15.5K - $17K
|
2.07K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
6.95K+ 20.83% |
$996K - $1.09M
|
40.3K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.43KNew |
$204K - $224K
|
1.43K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
43+ 0.92% |
$6.16K - $6.76K
|
4.69K
$690K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.91K+ 59.94% |
$416K - $457K
|
7.75K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.75K+ 217.97% |
$824K - $904K
|
8.39K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
401+ 0.76% |
$57.5K - $63.1K
|
52.9K
$7.77M
|