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 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-984- 24.91% |
$135K - $147K
|
2.97K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.53K- 32.46% |
$1.04M - $1.13M
|
15.7K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-856- 24.05% |
$118K - $128K
|
2.7K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368+ 1.05% |
$50.6K - $55.1K
|
35.3K
$4.79M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
667New |
$91.8K - $99.8K
|
667
$90.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-124- 6.18% |
$17.1K - $18.6K
|
1.88K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 1.0% |
$3.44K - $3.74K
|
2.52K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $150
|
2.78K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 20.13% |
$296K - $322K
|
8.53K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
168K+ 1615.45% |
$23.1M - $25.1M
|
178K
$24.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$497K - $541K
|
3.62K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 14.29% |
$6.88K - $7.48K
|
400
$54.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-280- 8.32% |
$38.5K - $41.9K
|
3.09K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-32.7K- 14.24% |
$4.5M - $4.9M
|
197K
$26.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
39.3KNew |
$5.41M - $5.88M
|
39.3K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.06KNew |
$284K - $309K
|
2.06K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.8K+ 22.31% |
$660K - $718K
|
26.3K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-50- 0.5% |
$6.88K - $7.48K
|
9.98K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.72K- 44.72% |
$1.06M - $1.15M
|
9.54K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$18.6K - $20.2K
|
135
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-8.1K- 4.17% |
$1.11M - $1.21M
|
186K
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
880+ 8.09% |
$121K - $132K
|
11.8K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
91+ 36.99% |
$12.5K - $13.6K
|
337
$45.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.69K+ 28.19% |
$1.2M - $1.3M
|
39.5K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-9.26K- 2.31% |
$1.27M - $1.39M
|
391K
$53M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.29K+ 14.28% |
$315K - $343K
|
18.3K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.04% |
$138 - $150
|
2.79K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-290- 2.86% |
$39.9K - $43.4K
|
9.84K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-54- 3.38% |
$7.43K - $8.08K
|
1.55K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.5K+ 64.95% |
$894K - $973K
|
16.5K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
15+ 0.19% |
$2.06K - $2.25K
|
8.1K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 9.47% |
$237K - $258K
|
16.4K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.5K- 48.56% |
$482K - $524K
|
3.71K
$503K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.4K+ 6.08% |
$743K - $808K
|
94.2K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-4.02K- 5.63% |
$553K - $602K
|
67.3K
$9.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.01KNew |
$551K - $600K
|
4.01K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 1.82% |
$4.54K - $4.94K
|
1.78K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-395- 14.16% |
$54.4K - $59.1K
|
2.4K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$138 - $150
|
1.54K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.79K+ 70.28% |
$246K - $268K
|
4.33K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.51K+ 8.06% |
$208K - $226K
|
20.3K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
150New |
$20.6K - $22.5K
|
150
$20.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 2.78% |
$203K - $220K
|
51.5K
$6.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.21% |
$1.1K - $1.2K
|
3.76K
$510K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-590- 5.48% |
$81.2K - $88.3K
|
10.2K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
988+ 296.7% |
$136K - $148K
|
1.32K
$179K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-226- 8.62% |
$31.1K - $33.8K
|
2.4K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.47K- 10.95% |
$203K - $221K
|
12K
$1.63M
|