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 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
|
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
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
76+ 3.74% |
$10.5K - $11.4K
|
2.11K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-448- 16.71% |
$61.6K - $67.1K
|
2.23K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.9K+ 16.65% |
$674K - $733K
|
34.3K
$4.58M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-1.85K- 3.75% |
$255K - $277K
|
47.6K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-887- 5.46% |
$122K - $133K
|
15.4K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-639- 1.84% |
$87.9K - $95.6K
|
34K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-22.4K- 92.34% |
$3.08M - $3.35M
|
1.86K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$138 - $150
|
508
$67.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-104- 1.05% |
$14.3K - $15.6K
|
9.78K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.08K+ 10.32% |
$286K - $311K
|
22.2K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
437+ 28.12% |
$60.1K - $65.4K
|
1.99K
$266K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-230- 24.7% |
$31.7K - $34.4K
|
701
$93.6K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-512- 26.96% |
$70.5K - $76.6K
|
1.39K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
32New |
$4.4K - $4.79K
|
32
$4.27K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.07K+ 16.65% |
$559K - $608K
|
28.5K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 62.46% |
$1.4M - $1.53M
|
26.5K
$3.54M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
74+ 4.86% |
$10.2K - $11.1K
|
1.6K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.15K+ 71.63% |
$571K - $621K
|
9.94K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-674- 13.81% |
$92.7K - $101K
|
4.21K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
25.8K+ 2.84% |
$3.55M - $3.86M
|
934K
$125M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$1.51K - $1.65K
|
11
$1.47K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-151- 3.56% |
$20.8K - $22.6K
|
4.09K
$546K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.56KNew |
$215K - $234K
|
1.56K
$208K
|