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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.24% |
$13.8K - $15K
|
4.56K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.15K+ 7.61% |
$709K - $771K
|
72.8K
$9.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
32+ 0.4% |
$4.4K - $4.79K
|
8.1K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9K+ 931.71% |
$1.5M - $1.63M
|
12.1K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.83K- 24.9% |
$1.21M - $1.32M
|
26.6K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.48KNew |
$342K - $372K
|
2.48K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-899- 22.88% |
$124K - $135K
|
3.03K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 0.91% |
$155K - $168K
|
125K
$16.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.21K- 30.07% |
$305K - $331K
|
5.15K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-47- 0.79% |
$6.47K - $7.03K
|
5.91K
$788K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2- 0.05% |
$275 - $299
|
3.87K
$516K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.8KNew |
$385K - $419K
|
2.8K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.3K- 11.16% |
$178K - $194K
|
10.3K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
467+ 21.59% |
$64.3K - $69.9K
|
2.63K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
15+ 0.61% |
$2.06K - $2.25K
|
2.46K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 7.17% |
$26.8K - $29.2K
|
2.53K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 4.11% |
$14.7K - $16K
|
2.71K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.17% |
$963 - $1.05K
|
4.12K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-46- 10.85% |
$6.33K - $6.89K
|
378
$50.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-273- 4.8% |
$37.6K - $40.9K
|
5.42K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-753- 12.92% |
$104K - $113K
|
5.07K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.76KNew |
$517K - $562K
|
3.76K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 1.17% |
$10.3K - $11.2K
|
6.49K
$866K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.32K- 16.49% |
$1.01M - $1.1M
|
37.1K
$4.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10- 1.24% |
$1.38K - $1.5K
|
798
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.7% |
$138 - $150
|
144
$19.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
598+ 22.38% |
$82.3K - $89.5K
|
3.27K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.78K+ 7.44% |
$245K - $266K
|
25.7K
$3.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.84KNew |
$1.08M - $1.17M
|
7.84K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25- 0.54% |
$3.44K - $3.74K
|
4.62K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
319+ 2.08% |
$43.9K - $47.7K
|
15.6K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-928- 1.63% |
$128K - $139K
|
56K
$7.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-350- 7.34% |
$48.2K - $52.4K
|
4.42K
$590K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.39K- 26.53% |
$329K - $357K
|
6.61K
$883K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2- 1.11% |
$275 - $299
|
178
$23.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
12.5K+ 113.38% |
$1.72M - $1.87M
|
23.5K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 2.29% |
$5.5K - $5.99K
|
1.79K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19New |
$2.61K - $2.84K
|
19
$2.54K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 8.96% |
$310K - $337K
|
27.4K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-27- 0.72% |
$3.72K - $4.04K
|
3.72K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-394- 34.81% |
$54.2K - $59K
|
738
$98.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.91K- 52.3% |
$400K - $435K
|
2.65K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
33.3KNew |
$4.59M - $4.99M
|
33.3K
$4.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.89K - $3.14K
|
21
$2.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.76KNew |
$243K - $264K
|
1.76K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
342+ 21.99% |
$47.1K - $51.2K
|
1.9K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-21K- 84.03% |
$2.89M - $3.15M
|
4K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 2.48% |
$309K - $337K
|
88.3K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$1.93M - $2.1M
|
14K
$1.87M
|