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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
151+ 116.15% |
$20.8K - $22.6K
|
281
$38.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
229+ 2.8% |
$31.5K - $34.3K
|
8.41K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.2KNew |
$716K - $778K
|
5.2K
$705K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 3.05% |
$37K - $40.3K
|
8.55K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-367- 7.39% |
$50.5K - $54.9K
|
4.6K
$624K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
80+ 0.6% |
$11K - $12K
|
13.4K
$1.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.1K+ 12.79% |
$151K - $164K
|
9.68K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-340- 14.07% |
$46.8K - $50.9K
|
2.08K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42K+ 26.87% |
$195K - $212K
|
6.68K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.02KNew |
$415K - $452K
|
3.02K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 13.95% |
$185K - $202K
|
11K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
412+ 11.82% |
$56.7K - $61.7K
|
3.9K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
394+ 33.39% |
$54.2K - $59K
|
1.57K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
251New |
$34.5K - $37.6K
|
251
$34K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.72KNew |
$236K - $257K
|
1.72K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
217+ 1.17% |
$29.9K - $32.5K
|
18.8K
$2.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.14K+ 26.08% |
$157K - $171K
|
5.53K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
108+ 4.31% |
$14.9K - $16.2K
|
2.61K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
191+ 4.02% |
$26.3K - $28.6K
|
4.94K
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
215+ 6.49% |
$29.6K - $32.2K
|
3.53K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.38K- 9.14% |
$190K - $207K
|
13.7K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
340+ 4.92% |
$46.8K - $50.9K
|
7.25K
$983K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-125- 3.23% |
$17.2K - $18.7K
|
3.74K
$508K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-774- 14.99% |
$107K - $116K
|
4.39K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
92+ 2.79% |
$12.7K - $13.8K
|
3.39K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-95- 1.16% |
$13.1K - $14.2K
|
8.08K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.7K+ 155.23% |
$7.81M - $8.49M
|
93.3K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.58K- 7.91% |
$217K - $236K
|
18.3K
$2.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-400- 18.84% |
$55K - $59.9K
|
1.72K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-91- 3.2% |
$12.5K - $13.6K
|
2.76K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.98K- 2.06% |
$410K - $446K
|
142K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-481- 25.08% |
$66.2K - $72K
|
1.44K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-10.1K- 51.03% |
$1.39M - $1.52M
|
9.72K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.28K+ 9.88% |
$176K - $191K
|
14.2K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.26K- 8.22% |
$311K - $338K
|
25.2K
$3.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
205+ 176.72% |
$28.2K - $30.7K
|
321
$43.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
33+ 0.67% |
$4.54K - $4.94K
|
4.94K
$670K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-8- 0.72% |
$1.1K - $1.2K
|
1.1K
$150K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-58- 10.39% |
$7.98K - $8.68K
|
500
$67.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 1.67% |
$3.58K - $3.89K
|
1.54K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-73- 3.9% |
$10K - $10.9K
|
1.8K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79+ 2.66% |
$10.9K - $11.8K
|
3.05K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-483- 4.33% |
$66.5K - $72.3K
|
10.7K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
127+ 2.37% |
$17.5K - $19K
|
5.49K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
389+ 6.41% |
$53.5K - $58.2K
|
6.45K
$875K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.51K+ 8.46% |
$207K - $225K
|
19.3K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.2K+ 69.44% |
$3.46M - $3.77M
|
61.4K
$8.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.24% |
$13.8K - $15K
|
4.56K
$618K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.15K+ 7.61% |
$709K - $771K
|
72.8K
$9.87M
|