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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40.6K+ 15.24% |
$5.58M - $6.07M
|
307K
$41.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.2K- 17.53% |
$1.82M - $1.98M
|
62.2K
$8.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.16K- 29.36% |
$298K - $324K
|
5.2K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-518- 13.97% |
$71.3K - $77.5K
|
3.19K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
21.4K+ 7.79% |
$2.94M - $3.2M
|
296K
$40.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-517- 9.49% |
$71.1K - $77.4K
|
4.93K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.32K- 29.49% |
$319K - $347K
|
5.55K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-197- 5.47% |
$27.1K - $29.5K
|
3.4K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45.7K- 75.34% |
$6.29M - $6.84M
|
15K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-600- 60.0% |
$82.6K - $89.8K
|
400
$54.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.62% |
$4.27K - $4.64K
|
4.99K
$677K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 23.84% |
$260K - $282K
|
9.8K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.91K- 79.71% |
$813K - $884K
|
1.5K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-90- 4.31% |
$12.4K - $13.5K
|
2K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.34% |
$5.09K - $5.54K
|
11K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.76K+ 0.09% |
$379K - $413K
|
2.91M
$395M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
439+ 11.09% |
$60.4K - $65.7K
|
4.4K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.7K+ 27.22% |
$4.36M - $4.75M
|
148K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-218- 0.53% |
$30K - $32.6K
|
40.9K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-72- 3.56% |
$9.91K - $10.8K
|
1.95K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.93K+ 2181.42% |
$678K - $738K
|
5.16K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 11.52% |
$488K - $531K
|
27.2K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33K+ 222.0% |
$183K - $199K
|
1.93K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63K+ 37.74% |
$637K - $693K
|
16.9K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-505- 2.07% |
$69.5K - $75.6K
|
23.9K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-95- 2.85% |
$13.1K - $14.2K
|
3.24K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
948+ 6.2% |
$130K - $142K
|
16.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
980+ 3.95% |
$135K - $147K
|
25.8K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20+ 0.35% |
$2.75K - $2.99K
|
5.76K
$780K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-170- 8.72% |
$23.4K - $25.4K
|
1.78K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
220+ 10.89% |
$30.3K - $32.9K
|
2.24K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.67K+ 9.72% |
$230K - $250K
|
18.8K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34.4K+ 11275.08% |
$4.73M - $5.15M
|
34.7K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.87K- 12.03% |
$257K - $280K
|
13.7K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.43K+ 5.19% |
$473K - $514K
|
69.6K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-6- 1.94% |
$826 - $898
|
304
$41.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.66K+ 13.2% |
$366K - $398K
|
22.8K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-135- 0.72% |
$18.6K - $20.2K
|
18.5K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$29.7K - $32.3K
|
216
$29.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 1.38% |
$2.89K - $3.14K
|
1.55K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
553K+ 9.34% |
$76.1M - $82.8M
|
6.47M
$878M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 39.58% |
$41.3K - $44.9K
|
458
$62.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.4KNew |
$3.63M - $3.95M
|
26.4K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-167- 2.76% |
$23K - $25K
|
5.89K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
992+ 2.92% |
$137K - $148K
|
34.9K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-36- 39.13% |
$4.95K - $5.39K
|
56
$7.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-507- 1.75% |
$69.8K - $75.9K
|
28.4K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35+ 1.02% |
$4.82K - $5.24K
|
3.47K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-287- 2.7% |
$39.5K - $43K
|
10.3K
$1.4M
|