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 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
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-336- 0.46% |
$46.2K - $50.3K
|
72.7K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-756- 11.75% |
$104K - $113K
|
5.68K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.25K- 38.75% |
$998K - $1.09M
|
11.5K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 9.32% |
$156K - $170K
|
13.3K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10+ 0.15% |
$1.38K - $1.5K
|
6.77K
$918K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.14K+ 9.99% |
$570K - $620K
|
45.6K
$6.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.65KNew |
$364K - $396K
|
2.65K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
77+ 1.76% |
$10.6K - $11.5K
|
4.45K
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.85% |
$138 - $150
|
116
$15.7K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.86KNew |
$255K - $278K
|
1.86K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-119K- 51.8% |
$16.4M - $17.9M
|
111K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-558- 2.02% |
$76.8K - $83.5K
|
27.1K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$35.4K - $38.5K
|
257
$34.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$321K - $349K
|
2.33K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.05% |
$138 - $150
|
1.91K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-131- 4.53% |
$18K - $19.6K
|
2.76K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.06% |
$1.38K - $1.5K
|
15.7K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-220- 3.43% |
$30.3K - $32.9K
|
6.2K
$841K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
317+ 13.16% |
$43.6K - $47.4K
|
2.73K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.62K- 24.5% |
$911K - $991K
|
20.4K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-271- 8.25% |
$37.3K - $40.6K
|
3.01K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 9.78% |
$68.8K - $74.8K
|
5.61K
$761K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-510- 0.29% |
$70.2K - $76.3K
|
175K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-185- 2.57% |
$25.5K - $27.7K
|
7.03K
$953K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.32K+ 4.26% |
$181K - $197K
|
32.2K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
434+ 4.62% |
$59.7K - $65K
|
9.83K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
269+ 0.86% |
$37K - $40.3K
|
31.5K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.59KNew |
$219K - $238K
|
1.59K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.37K- 18.97% |
$188K - $205K
|
5.84K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
414+ 2.76% |
$57K - $62K
|
15.4K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.05% |
$138 - $150
|
2.21K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-984- 24.91% |
$135K - $147K
|
2.97K
$402K
|