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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.75KNew |
$380K - $404K
|
2.75K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$183K - $194K
|
1.32K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.81M - $1.93M
|
13.1K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-46- 3.21% |
$6.37K - $6.77K
|
1.39K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.46K- 18.56% |
$202K - $214K
|
6.4K
$940K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.4K- 67.07% |
$609K - $647K
|
2.16K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-376- 7.53% |
$52K - $55.3K
|
4.62K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.2K+ 160.24% |
$443K - $471K
|
5.2K
$764K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.47K- 8.09% |
$203K - $216K
|
16.7K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6+ 0.14% |
$831 - $883
|
4.24K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.86KNew |
$396K - $421K
|
2.86K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.05% |
$277 - $294
|
3.94K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.34K+ 27.07% |
$1.02M - $1.08M
|
34.5K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
56+ 2.46% |
$7.75K - $8.24K
|
2.33K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
81KNew |
$11.2M - $11.9M
|
81K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32New |
$4.43K - $4.71K
|
32
$4.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.75K- 45.45% |
$519K - $552K
|
4.5K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$8.31K - $8.83K
|
60
$8.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.82% |
$4.29K - $4.56K
|
3.74K
$550K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
129New |
$17.9K - $19K
|
129
$19K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
30New |
$4.15K - $4.41K
|
30
$4.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.27% |
$3.46K - $3.68K
|
9.07K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
921+ 1.19% |
$127K - $135K
|
78.3K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-962- 25.1% |
$133K - $142K
|
2.87K
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 95.25% |
$5.86M - $6.23M
|
2.11K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3K- 12.19% |
$415K - $441K
|
21.6K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.64K- 13.84% |
$227K - $241K
|
10.2K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53New |
$7.34K - $7.8K
|
53
$7.79K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-264- 12.07% |
$36.5K - $38.8K
|
1.92K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-169- 10.08% |
$23.4K - $24.9K
|
1.51K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
733+ 28.81% |
$101K - $108K
|
3.28K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10- 0.66% |
$1.38K - $1.47K
|
1.5K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-27.9K- 65.99% |
$3.86M - $4.1M
|
14.4K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-34.7K- 96.95% |
$4.81M - $5.11M
|
1.09K
$160K
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-137K- 47.79% |
$19M - $20.1M
|
150K
$22M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
981New |
$136K - $144K
|
981
$144K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25+ 1.21% |
$3.46K - $3.68K
|
2.09K
$306K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
175New |
$24.2K - $25.7K
|
175
$25.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
103K+ 129.65% |
$14.3M - $15.2M
|
182K
$26.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
429+ 5.78% |
$59.4K - $63.1K
|
7.85K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.07K+ 226.81% |
$287K - $305K
|
2.99K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
48+ 2.4% |
$6.64K - $7.06K
|
2.05K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.48KNew |
$205K - $217K
|
1.48K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
239+ 5.31% |
$33.1K - $35.2K
|
4.74K
$696K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-652- 63.86% |
$90.3K - $95.9K
|
369
$54.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-53- 1.48% |
$7.34K - $7.8K
|
3.54K
$520K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$138 - $147
|
1.71K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
71.8KNew |
$9.94M - $10.6M
|
71.8K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.2KNew |
$581K - $618K
|
4.2K
$617K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.74K- 68.59% |
$517K - $550K
|
1.71K
$251K
|