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 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 1.3% |
$5.78K - $6.29K
|
3.2K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
862+ 8.34% |
$119K - $129K
|
11.2K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-354- 8.75% |
$48.7K - $53K
|
3.69K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.44KNew |
$198K - $215K
|
1.44K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$736K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
16+ 0.46% |
$2.2K - $2.39K
|
3.51K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$138 - $150
|
432
$58.6K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 5.4% |
$1.44M - $1.57M
|
184K
$24.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-218- 2.75% |
$30K - $32.6K
|
7.71K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.33K- 58.5% |
$596K - $649K
|
3.07K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
43.6K+ 35152.42% |
$6M - $6.52M
|
43.7K
$5.93M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-2- 0.06% |
$275 - $299
|
3.08K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.02% |
$138 - $150
|
5.81K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-919- 11.14% |
$126K - $138K
|
7.33K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.12K- 80.74% |
$154K - $167K
|
267
$36.2K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-712- 6.74% |
$98K - $107K
|
9.86K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.0% |
$8.26K - $8.98K
|
3.06K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
3.61K+ 50.56% |
$496K - $540K
|
10.7K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
24+ 1.45% |
$3.3K - $3.59K
|
1.68K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.38% |
$1.79K - $1.95K
|
3.45K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.97K- 32.71% |
$271K - $294K
|
4.05K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-403- 20.32% |
$55.5K - $60.3K
|
1.58K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$55K - $59.9K
|
400
$54.2K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
11+ 0.19% |
$1.51K - $1.65K
|
5.76K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-14- 0.45% |
$1.93K - $2.1K
|
3.12K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
65New |
$8.94K - $9.73K
|
65
$8.81K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.73K+ 33.18% |
$1.2M - $1.31M
|
35K
$4.75M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-57- 0.23% |
$7.84K - $8.53K
|
24.8K
$3.37M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.25K+ 65.31% |
$309K - $336K
|
5.69K
$772K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 3.98% |
$248K - $270K
|
43.4K
$5.89M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-522- 4.6% |
$71.8K - $78.1K
|
10.8K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10- 1.16% |
$1.38K - $1.5K
|
855
$116K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.85K- 3.61% |
$392K - $427K
|
76.2K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.52KNew |
$209K - $228K
|
1.52K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 12.88% |
$1.74M - $1.9M
|
85.7K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.64KNew |
$225K - $245K
|
1.64K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
157+ 0.81% |
$21.6K - $23.5K
|
19.5K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.87KNew |
$532K - $579K
|
3.87K
$524K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 10.14% |
$377K - $410K
|
29.7K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 39.96% |
$327K - $355K
|
8.31K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.09% |
$275 - $299
|
2.13K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.12% |
$3.44K - $3.74K
|
21.4K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-70- 8.84% |
$9.63K - $10.5K
|
722
$97.9K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.34K+ 17.65% |
$185K - $201K
|
8.96K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 1.73% |
$140K - $152K
|
59.6K
$8.09M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 6.95% |
$159K - $173K
|
15.5K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.71K+ 77.13% |
$786K - $855K
|
13.1K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-468- 2.24% |
$64.4K - $70.1K
|
20.5K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-863- 90.08% |
$119K - $129K
|
95
$12.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-657- 5.32% |
$90.4K - $98.3K
|
11.7K
$1.59M
|