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 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.09K+ 7.23% |
$299K - $328K
|
31K
$4.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.5KNew |
$8.24M - $9.04M
|
57.5K
$8.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
777+ 4.47% |
$111K - $122K
|
18.1K
$2.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-214- 8.8% |
$30.7K - $33.6K
|
2.22K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-41- 2.04% |
$5.88K - $6.45K
|
1.97K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$191K - $209K
|
1.33K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 1.42% |
$7.17K - $7.86K
|
3.57K
$527K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 3.92% |
$137K - $151K
|
25.4K
$3.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 103.31% |
$3.91M - $4.29M
|
53.6K
$7.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$1K - $1.1K
|
7.47K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
246+ 31.58% |
$35.3K - $38.7K
|
1.03K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 1.55% |
$3.58K - $3.93K
|
1.63K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
49.1KNew |
$7.03M - $7.72M
|
49.1K
$7.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 65.11% |
$384K - $422K
|
1.44K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-6.35K- 4.32% |
$910K - $998K
|
141K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-417- 4.72% |
$59.8K - $65.6K
|
8.42K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.68K+ 31.05% |
$241K - $264K
|
7.09K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.47K+ 21.0% |
$211K - $231K
|
8.48K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$518K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-74- 6.28% |
$10.6K - $11.6K
|
1.1K
$163K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.44K+ 21.71% |
$494K - $542K
|
19.3K
$2.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.26% |
$1.43K - $1.57K
|
3.77K
$556K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
775+ 2.42% |
$111K - $122K
|
32.9K
$4.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-200- 9.64% |
$28.7K - $31.4K
|
1.88K
$276K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$14.5K - $15.9K
|
101
$14.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 0.54% |
$4.44K - $4.87K
|
5.67K
$835K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47- 1.25% |
$6.74K - $7.39K
|
3.7K
$546K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-5- 0.13% |
$717 - $786
|
3.9K
$574K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-12.8K- 7.71% |
$1.84M - $2.02M
|
154K
$22.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87- 2.11% |
$12.5K - $13.7K
|
4.03K
$594K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 26.43% |
$333K - $366K
|
6.47K
$954K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.46KNew |
$209K - $229K
|
1.46K
$214K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-247- 8.85% |
$35.4K - $38.8K
|
2.54K
$375K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
151+ 3.77% |
$21.6K - $23.7K
|
4.15K
$612K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.02K+ 2.29% |
$576K - $632K
|
179K
$26.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
5K+ 16.5% |
$716K - $786K
|
35.3K
$5.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.11% |
$573 - $629
|
3.72K
$548K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.7K- 16.48% |
$3.11M - $3.41M
|
110K
$16.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-130- 8.9% |
$18.6K - $20.4K
|
1.33K
$196K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-57- 2.53% |
$8.17K - $8.96K
|
2.19K
$323K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-4- 0.09% |
$573 - $629
|
4.64K
$684K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1K- 5.18% |
$143K - $157K
|
18.3K
$2.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 3.69% |
$14.2K - $15.6K
|
2.78K
$410K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-821- 3.36% |
$118K - $129K
|
23.6K
$3.48M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.36KNew |
$625K - $686K
|
4.36K
$643K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-14- 0.18% |
$2.01K - $2.2K
|
7.61K
$1.12M
|
|
| Q2 2024 | |||||||
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
309KNew |
$42.7M - $45.4M
|
309K
$45.5M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
347+ 6.09% |
$48K - $51K
|
6.04K
$891K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37KClosed |
$190K - $202K
|
0
$0
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-3.84K- 80.09% |
$532K - $565K
|
955
$141K
|
|