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 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
430+ 23.74% |
$61.6K - $67.6K
|
2.24K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-19- 0.7% |
$2.72K - $2.99K
|
2.7K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.57K- 13.8% |
$1.37M - $1.5M
|
59.7K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.7% |
$4.16K - $4.56K
|
4.2K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
57+ 0.24% |
$8.17K - $8.96K
|
23.7K
$3.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-736- 9.65% |
$105K - $116K
|
6.89K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-133- 9.03% |
$19.1K - $20.9K
|
1.34K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$143 - $157
|
310
$45.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
208+ 5.37% |
$29.8K - $32.7K
|
4.08K
$599K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
277+ 0.33% |
$39.7K - $43.6K
|
85.5K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.95K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-21.5K- 88.1% |
$3.08M - $3.38M
|
2.9K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$143 - $157
|
71
$10.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
482+ 9.19% |
$69.1K - $75.8K
|
5.73K
$842K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 1.89% |
$583K - $640K
|
211K
$31M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 3.43% |
$296K - $324K
|
58.1K
$8.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11K+ 2.05% |
$1.58M - $1.73M
|
548K
$80.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
4.7K+ 22.42% |
$673K - $738K
|
25.6K
$3.77M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.59% |
$12.9K - $14.2K
|
5.75K
$845K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
323+ 12.56% |
$46.3K - $50.8K
|
2.89K
$425K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
273+ 1.37% |
$39.1K - $42.9K
|
20.1K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
685+ 73.03% |
$98.2K - $108K
|
1.62K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.36K+ 59.47% |
$194K - $213K
|
3.64K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
4.04K+ 11.07% |
$578K - $634K
|
40.5K
$5.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 5.73% |
$209K - $229K
|
26.9K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.15K+ 6.87% |
$594K - $652K
|
64.5K
$9.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-765- 3.66% |
$110K - $120K
|
20.1K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-501- 24.26% |
$71.8K - $78.8K
|
1.56K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
4.63K+ 16.56% |
$663K - $727K
|
32.6K
$4.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
178+ 3.37% |
$25.5K - $28K
|
5.47K
$803K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
430+ 3.62% |
$61.6K - $67.6K
|
12.3K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-423- 1.95% |
$60.6K - $66.5K
|
21.3K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 28.0% |
$1K - $1.1K
|
32
$4.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$72K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.32% |
$1K - $1.1K
|
2.21K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45- 1.6% |
$6.45K - $7.08K
|
2.76K
$406K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-226- 1.39% |
$32.4K - $35.5K
|
16K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 1.05% |
$143 - $157
|
96
$14.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-321- 2.85% |
$46K - $50.5K
|
11K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 2.57% |
$2.01K - $2.2K
|
558
$82K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-226- 10.83% |
$32.4K - $35.5K
|
1.86K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$287 - $314
|
4.11K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.66K+ 12.52% |
$238K - $261K
|
14.9K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.27K+ 3.94% |
$182K - $200K
|
33.5K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.46K+ 12.89% |
$639K - $701K
|
39.1K
$5.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$2.87K - $3.14K
|
20
$2.94K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-7- 0.02% |
$1K - $1.1K
|
31.4K
$4.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-37- 0.98% |
$5.3K - $5.82K
|
3.74K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.06K- 9.18% |
$438K - $481K
|
30.3K
$4.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
105+ 0.07% |
$15K - $16.5K
|
147K
$21.6M
|