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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-669- 14.29% |
$92.1K - $100K
|
4.01K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
429+ 3.29% |
$59K - $64.2K
|
13.5K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97+ 49.24% |
$13.3K - $14.5K
|
294
$39.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-15.1K- 88.31% |
$2.08M - $2.26M
|
2K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.05K- 42.47% |
$833K - $906K
|
8.2K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-143- 8.4% |
$19.7K - $21.4K
|
1.56K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$195K - $212K
|
1.42K
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
130+ 2.62% |
$17.9K - $19.5K
|
5.08K
$689K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
56.5K+ 2.1% |
$7.78M - $8.46M
|
2.75M
$373M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.61KNew |
$222K - $241K
|
1.61K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.23K- 11.3% |
$169K - $183K
|
9.61K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-34- 2.18% |
$4.68K - $5.09K
|
1.53K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.75K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-16- 0.13% |
$2.2K - $2.39K
|
12.5K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15K- 23.52% |
$2.07M - $2.25M
|
48.9K
$6.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.54% |
$138 - $150
|
66
$8.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-115- 2.47% |
$15.8K - $17.2K
|
4.54K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
50KNew |
$6.88M - $7.49M
|
50K
$6.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.38% |
$2.89K - $3.14K
|
5.49K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 11.03% |
$231K - $251K
|
13.5K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-84- 0.32% |
$11.6K - $12.6K
|
26.3K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-130- 5.99% |
$17.9K - $19.5K
|
2.04K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 38.89% |
$1.19M - $1.29M
|
13.6K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 14.41% |
$13.8K - $15K
|
594
$80.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.4M - $15.7M
|
105K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
113+ 7.45% |
$15.5K - $16.9K
|
1.63K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-254- 7.15% |
$35K - $38K
|
3.3K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 0.64% |
$164K - $178K
|
184K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142+ 0.97% |
$19.5K - $21.3K
|
14.8K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.5% |
$7.71K - $8.38K
|
3.78K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
492+ 20.72% |
$67.7K - $73.6K
|
2.87K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.73K- 25.09% |
$514K - $559K
|
11.1K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 61.39% |
$1.7M - $1.84M
|
32.4K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
151+ 1.62% |
$20.8K - $22.6K
|
9.45K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.97K+ 3.99% |
$409K - $445K
|
77.5K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-10.6K- 17.07% |
$1.46M - $1.58M
|
51.4K
$6.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
414+ 0.78% |
$57K - $62K
|
53.3K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.46KNew |
$201K - $218K
|
1.46K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47+ 1.34% |
$6.47K - $7.03K
|
3.56K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
342+ 5.48% |
$47.1K - $51.2K
|
6.59K
$893K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
805+ 32.03% |
$111K - $120K
|
3.32K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 16.48% |
$355K - $386K
|
18.2K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.72K+ 10.59% |
$512K - $557K
|
38.9K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-219- 10.53% |
$30.1K - $32.8K
|
1.86K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.31K+ 9.66% |
$455K - $495K
|
37.5K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
302+ 50.33% |
$41.6K - $45.2K
|
902
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
19+ 0.34% |
$2.61K - $2.84K
|
5.68K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.61K+ 309.4% |
$634K - $690K
|
6.1K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-829- 1.61% |
$114K - $124K
|
50.6K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$963 - $1.05K
|
1.97K
$267K
|