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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.12K+ 6.36% |
$304K - $333K
|
35.4K
$5.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
956+ 3.71% |
$137K - $150K
|
26.7K
$3.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-31- 0.8% |
$4.44K - $4.87K
|
3.87K
$568K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.24% |
$1.43K - $1.57K
|
4.16K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.44K+ 23.73% |
$206K - $226K
|
7.51K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 13.14% |
$31.5K - $34.6K
|
1.89K
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 1.16% |
$4.59K - $5.03K
|
2.79K
$410K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
270+ 1.72% |
$38.7K - $42.5K
|
16K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-471- 13.7% |
$67.5K - $74.1K
|
2.97K
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344+ 5.69% |
$49.3K - $54.1K
|
6.39K
$939K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-963- 18.06% |
$138K - $151K
|
4.37K
$642K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104+ 22.66% |
$14.9K - $16.4K
|
563
$82.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
14.1KNew |
$2.02M - $2.22M
|
14.1K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
264+ 1.73% |
$37.8K - $41.5K
|
15.5K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
535+ 13.32% |
$76.7K - $84.1K
|
4.55K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-229- 1.37% |
$32.8K - $36K
|
16.5K
$2.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-121- 0.1% |
$17.3K - $19K
|
126K
$18.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
988+ 2.89% |
$142K - $155K
|
35.2K
$5.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-76.5K- 12.11% |
$11M - $12M
|
555K
$81.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.4K+ 8.71% |
$917K - $1.01M
|
79.9K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 4.33% |
$3.58K - $3.93K
|
603
$88.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$287 - $314
|
3.5K
$514K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.63KNew |
$520K - $571K
|
3.63K
$534K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
50+ 2.32% |
$7.17K - $7.86K
|
2.21K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.11K+ 1.38% |
$158K - $174K
|
81.2K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
392+ 1.42% |
$56.2K - $61.6K
|
28K
$4.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-140- 0.3% |
$20.1K - $22K
|
46.5K
$6.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.0% |
$234K - $256K
|
52.6K
$7.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-844- 3.61% |
$121K - $133K
|
22.5K
$3.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
10.1KNew |
$1.45M - $1.59M
|
10.1K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-154- 57.68% |
$22.1K - $24.2K
|
113
$16.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-3.35K- 35.44% |
$480K - $527K
|
6.11K
$897K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-107- 3.17% |
$15.3K - $16.8K
|
3.27K
$481K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-147- 0.34% |
$21.1K - $23.1K
|
42.9K
$6.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.2K- 13.33% |
$602K - $660K
|
27.3K
$4.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.08% |
$8.31K - $9.12K
|
73.2K
$10.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.56K+ 2.49% |
$224K - $246K
|
64.3K
$9.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
191+ 23.61% |
$27.4K - $30K
|
1K
$147K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-212- 3.65% |
$30.4K - $33.3K
|
5.6K
$823K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.77K- 32.07% |
$541K - $593K
|
7.99K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-103- 6.49% |
$14.8K - $16.2K
|
1.49K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 23.61% |
$4.87K - $5.35K
|
110
$16.2K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 22.99% |
$189K - $207K
|
4.42K
$649K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
64New |
$9.17K - $10.1K
|
64
$9.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-111- 2.28% |
$15.9K - $17.5K
|
4.76K
$700K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
784+ 12.38% |
$112K - $123K
|
7.12K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-91- 1.73% |
$13K - $14.3K
|
5.17K
$759K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
516+ 11.07% |
$73.9K - $81.1K
|
5.18K
$761K
|