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
|
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 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.83K+ 0.87% |
$390K - $424K
|
329K
$43.9M
|
|
|
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
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
151+ 4.92% |
$20.8K - $22.6K
|
3.22K
$430K
|
|
|
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
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
106KNew |
$14.6M - $15.9M
|
106K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.45KNew |
$200K - $218K
|
1.45K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
231+ 3.17% |
$31.8K - $34.6K
|
7.52K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.74K- 29.16% |
$1.2M - $1.31M
|
21.2K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.08K- 12.31% |
$424K - $461K
|
22K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.81K- 13.16% |
$249K - $271K
|
12K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.2% |
$1.1K - $1.2K
|
4.05K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 1.3% |
$5.78K - $6.29K
|
3.2K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
862+ 8.34% |
$119K - $129K
|
11.2K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-354- 8.75% |
$48.7K - $53K
|
3.69K
$493K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.44KNew |
$198K - $215K
|
1.44K
$192K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$725K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
16+ 0.46% |
$2.2K - $2.39K
|
3.51K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$138 - $150
|
432
$57.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 5.4% |
$1.44M - $1.57M
|
184K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-218- 2.75% |
$30K - $32.6K
|
7.71K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.33K- 58.5% |
$596K - $649K
|
3.07K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
43.6K+ 35152.42% |
$6M - $6.52M
|
43.7K
$5.84M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-2- 0.06% |
$275 - $299
|
3.08K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.02% |
$138 - $150
|
5.81K
$776K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-919- 11.14% |
$126K - $138K
|
7.33K
$979K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.12K- 80.74% |
$154K - $167K
|
267
$35.7K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-712- 6.74% |
$98K - $107K
|
9.86K
$1.32M
|