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 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-463- 23.44% |
$63.7K - $69.3K
|
1.51K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-7- 0.15% |
$963 - $1.05K
|
4.68K
$625K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.69K- 26.05% |
$645K - $702K
|
13.3K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
295+ 14.91% |
$40.6K - $44.2K
|
2.27K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
98+ 0.81% |
$13.5K - $14.7K
|
12.3K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-913- 35.72% |
$126K - $137K
|
1.64K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.74KNew |
$1.07M - $1.16M
|
7.74K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-24.1K- 16.84% |
$3.32M - $3.61M
|
119K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.51KNew |
$1.31M - $1.42M
|
9.51K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.31K- 11.98% |
$1.28M - $1.39M
|
68.4K
$9.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-200- 2.0% |
$27.5K - $29.9K
|
9.78K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
903+ 31.89% |
$124K - $135K
|
3.74K
$499K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$275 - $299
|
1.03K
$137K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-3.02K- 38.75% |
$415K - $452K
|
4.77K
$637K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
605+ 3.22% |
$83.3K - $90.6K
|
19.4K
$2.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.99K+ 140.22% |
$411K - $447K
|
5.12K
$684K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$193K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 22.82% |
$4.68K - $5.09K
|
115
$15.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
272+ 2.01% |
$37.4K - $40.7K
|
13.8K
$1.84M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.63K+ 34.14% |
$224K - $243K
|
6.39K
$853K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.78% |
$13.8K - $15K
|
1.38K
$184K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.06K- 10.36% |
$283K - $308K
|
17.8K
$2.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 1.06% |
$17.1K - $18.6K
|
11.8K
$1.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-53- 0.07% |
$7.29K - $7.93K
|
71.5K
$9.55M
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-422- 15.14% |
$57.5K - $65.3K
|
2.37K
$316K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
308New |
$42K - $47.7K
|
308
$41.1K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.89KNew |
$257K - $292K
|
1.89K
$252K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 2.59% |
$2.19M - $2.48M
|
604K
$80.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
607+ 7.71% |
$82.7K - $93.9K
|
8.48K
$1.13M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
94.4KNew |
$12.9M - $14.6M
|
94.4K
$12.6M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-70.1K- 97.88% |
$9.55M - $10.8M
|
1.52K
$203K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
589+ 36.9% |
$80.3K - $91.1K
|
2.19K
$292K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.22KNew |
$303K - $344K
|
2.22K
$297K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
662+ 30.56% |
$90.2K - $102K
|
2.83K
$378K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.77K - $2.01K
|
13
$1.74K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.91KNew |
$260K - $295K
|
1.91K
$254K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
37.4KNew |
$5.1M - $5.79M
|
37.4K
$5M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
312+ 21.89% |
$42.5K - $48.3K
|
1.74K
$232K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2New |
$273 - $309
|
2
$267
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
58+ 2.97% |
$7.9K - $8.97K
|
2.01K
$268K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28Closed |
$3.82K - $4.33K
|
0
$0
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
22KNew |
$3M - $3.4M
|
22K
$2.94M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$409 - $464
|
3
$401
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.06% |
$545 - $619
|
6.25K
$835K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-990- 18.81% |
$135K - $153K
|
4.27K
$571K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.3K- 40.92% |
$6.99M - $7.94M
|
74.1K
$9.89M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-150- 2.03% |
$20.4K - $23.2K
|
7.25K
$968K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-429- 14.69% |
$58.5K - $66.4K
|
2.49K
$333K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 3.4% |
$6.81K - $7.74K
|
1.52K
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.09KNew |
$285K - $323K
|
2.09K
$279K
|
|