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 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19- 0.96% |
$2.72K - $2.99K
|
1.95K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 2.19% |
$13.6K - $14.9K
|
4.43K
$652K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.97K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-63- 1.2% |
$9.03K - $9.91K
|
5.2K
$766K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.77KNew |
$541K - $593K
|
3.77K
$556K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.31KNew |
$331K - $363K
|
2.31K
$340K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-32.7K- 76.38% |
$4.68M - $5.13M
|
10.1K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2+ 0.15% |
$287 - $314
|
1.37K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-31.7K- 14.46% |
$4.54M - $4.99M
|
188K
$27.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-52- 0.69% |
$7.45K - $8.18K
|
7.46K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 14.97% |
$4.01K - $4.4K
|
159
$23.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
92+ 0.62% |
$13.2K - $14.5K
|
15K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-132- 2.71% |
$18.9K - $20.8K
|
4.74K
$698K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-730- 0.9% |
$105K - $115K
|
80.6K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 0.2% |
$860 - $943
|
2.93K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
274+ 6.07% |
$39.3K - $43.1K
|
4.79K
$706K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.15% |
$717 - $786
|
3.43K
$506K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.28K- 10.71% |
$184K - $202K
|
10.7K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-48- 2.89% |
$6.88K - $7.55K
|
1.61K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-99- 1.8% |
$14.2K - $15.6K
|
5.4K
$796K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
832New |
$119K - $131K
|
832
$123K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.56K+ 4.98% |
$653K - $717K
|
96K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.45K+ 8.36% |
$351K - $385K
|
31.7K
$4.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.32% |
$143 - $157
|
309
$45.5K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
8+ 0.32% |
$1.15K - $1.26K
|
2.54K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-89.7K- 30.67% |
$12.9M - $14.1M
|
203K
$29.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 11.66% |
$27.2K - $29.9K
|
1.44K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
98+ 6.0% |
$14K - $15.4K
|
1.73K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.11% |
$430 - $472
|
2.79K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
430+ 0.71% |
$61.6K - $67.6K
|
60.9K
$8.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
598+ 5.31% |
$85.7K - $94K
|
11.9K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.56K- 94.43% |
$367K - $402K
|
151
$22.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
119K+ 213.93% |
$17M - $18.6M
|
174K
$25.7M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.08K- 31.62% |
$442K - $485K
|
6.67K
$983K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.17% |
$430 - $472
|
1.74K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-122- 7.67% |
$17.5K - $19.2K
|
1.47K
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
455+ 1.71% |
$65.2K - $71.5K
|
27.1K
$3.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
605+ 2.02% |
$86.7K - $95.1K
|
30.5K
$4.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-57- 1.73% |
$8.17K - $8.96K
|
3.25K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$41.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.59% |
$2.87K - $3.14K
|
3.36K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29K+ 0.99% |
$471K - $517K
|
335K
$49.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
279+ 2.46% |
$40K - $43.9K
|
11.6K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-43- 2.07% |
$6.16K - $6.76K
|
2.04K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
226+ 4.17% |
$32.4K - $35.5K
|
5.64K
$832K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.93K- 41.54% |
$419K - $460K
|
4.12K
$607K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-415- 8.15% |
$59.5K - $65.3K
|
4.68K
$690K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
187+ 0.83% |
$26.8K - $29.4K
|
22.7K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-288- 2.26% |
$41.3K - $45.3K
|
12.4K
$1.83M
|