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 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-45- 11.34% |
$6.23K - $6.62K
|
352
$51.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 47.98% |
$228K - $243K
|
1.79K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-44- 2.12% |
$6.09K - $6.47K
|
2.03K
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.27K+ 502.82% |
$592K - $629K
|
5.12K
$753K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.49KNew |
$206K - $219K
|
1.49K
$219K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.46K- 73.65% |
$756K - $803K
|
1.95K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-286- 5.74% |
$39.6K - $42.1K
|
4.7K
$690K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.1K- 23.5% |
$152K - $162K
|
3.58K
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.49K- 29.82% |
$759K - $807K
|
12.9K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.66% |
$4.15K - $4.41K
|
4.61K
$677K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 1.76% |
$3.46K - $3.68K
|
1.44K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
679+ 21.0% |
$94K - $99.9K
|
3.91K
$575K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-970- 26.94% |
$134K - $143K
|
2.63K
$386K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
122+ 6.98% |
$16.9K - $17.9K
|
1.87K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 4.73% |
$10.4K - $11K
|
1.66K
$244K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.08K+ 94.55% |
$842K - $895K
|
12.5K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-519- 42.23% |
$71.8K - $76.3K
|
710
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-87- 2.77% |
$12K - $12.8K
|
3.05K
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
6.9K+ 19.93% |
$955K - $1.01M
|
41.5K
$6.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
546+ 21.12% |
$75.6K - $80.3K
|
3.13K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-26- 1.85% |
$3.6K - $3.82K
|
1.38K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
385+ 113.91% |
$53.3K - $56.6K
|
723
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-83- 19.62% |
$11.5K - $12.2K
|
340
$50K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 24.05% |
$263K - $279K
|
6K
$882K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
44+ 5.31% |
$6.09K - $6.47K
|
873
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.48KNew |
$343K - $365K
|
2.48K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-345- 13.14% |
$47.8K - $50.7K
|
2.28K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 13.03% |
$312K - $332K
|
19.6K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-618- 4.31% |
$85.5K - $90.9K
|
13.7K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13KNew |
$1.8M - $1.91M
|
13K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-333- 0.6% |
$46.1K - $49K
|
55K
$8.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$1.42M - $1.51M
|
10.3K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
843+ 10.08% |
$117K - $124K
|
9.21K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-758- 24.63% |
$105K - $111K
|
2.32K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-43- 2.08% |
$5.95K - $6.32K
|
2.02K
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
129+ 17.43% |
$17.9K - $19K
|
869
$128K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-80- 5.3% |
$11.1K - $11.8K
|
1.43K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-128- 0.61% |
$17.7K - $18.8K
|
20.8K
$3.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-229- 61.73% |
$31.7K - $33.7K
|
142
$20.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
205New |
$28.4K - $30.2K
|
205
$30.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-267- 12.25% |
$37K - $39.3K
|
1.91K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-19- 0.24% |
$2.63K - $2.79K
|
7.81K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$1.52K - $1.62K
|
11
$1.62K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.79% |
$3.46K - $3.68K
|
3.15K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.39KNew |
$192K - $204K
|
1.39K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-62- 4.47% |
$8.58K - $9.12K
|
1.33K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-268- 9.84% |
$37.1K - $39.4K
|
2.46K
$361K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$3.23K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-149- 3.94% |
$20.6K - $21.9K
|
3.63K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
817New |
$113K - $120K
|
817
$120K
|