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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 1.65% |
$2.77K - $2.94K
|
1.19K
$175K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-625- 40.98% |
$86.5K - $91.9K
|
900
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-2K- 13.28% |
$277K - $294K
|
13.1K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 0.53% |
$969 - $1.03K
|
1.3K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-69- 6.92% |
$9.55K - $10.1K
|
928
$136K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-35- 2.01% |
$4.85K - $5.15K
|
1.71K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-347- 5.41% |
$48K - $51K
|
6.07K
$891K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-48- 0.88% |
$6.64K - $7.06K
|
5.43K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 50.91% |
$452K - $480K
|
3.15K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-830- 5.24% |
$115K - $122K
|
15K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.24K+ 75.9% |
$448K - $476K
|
7.5K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.74K+ 25.06% |
$517K - $549K
|
18.6K
$2.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-638- 43.4% |
$88.3K - $93.8K
|
832
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
142New |
$19.7K - $20.9K
|
142
$20.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
255+ 14.83% |
$35.3K - $37.5K
|
1.98K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-800- 11.4% |
$111K - $118K
|
6.22K
$914K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133- 86.93% |
$18.4K - $19.6K
|
20
$2.94K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 17.5% |
$218K - $232K
|
10.6K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 1.01% |
$2.77K - $2.94K
|
1.96K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.3% |
$692 - $735
|
1.67K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
172New |
$23.8K - $25.3K
|
172
$25.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1K+ 134.77% |
$138K - $147K
|
1.74K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.39KNew |
$331K - $352K
|
2.39K
$352K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-294- 76.36% |
$40.7K - $43.2K
|
91
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-211- 17.6% |
$29.2K - $31K
|
988
$145K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-80- 10.67% |
$11.1K - $11.8K
|
670
$98.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-190- 3.4% |
$26.3K - $27.9K
|
5.4K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 54.47% |
$477K - $507K
|
9.78K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-15- 0.21% |
$2.08K - $2.21K
|
6.99K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 6.25% |
$2.77K - $2.94K
|
300
$44.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-27- 0.07% |
$3.74K - $3.97K
|
38.8K
$5.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.85% |
$3.05K - $3.24K
|
2.61K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.44% |
$2.35K - $2.5K
|
3.88K
$570K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-10K- 40.57% |
$1.39M - $1.48M
|
14.7K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
152+ 7.21% |
$21K - $22.4K
|
2.26K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-155- 0.91% |
$21.5K - $22.8K
|
16.9K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
405+ 27.0% |
$56.1K - $59.6K
|
1.91K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-60- 2.63% |
$8.31K - $8.83K
|
2.22K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.85KNew |
$1.23M - $1.3M
|
8.85K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
649+ 46.96% |
$89.8K - $95.5K
|
2.03K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
188+ 61.04% |
$26K - $27.7K
|
496
$72.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.76KNew |
$1.21M - $1.29M
|
8.76K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3.84KNew |
$532K - $565K
|
3.84K
$565K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.08K- 70.25% |
$980K - $1.04M
|
3K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$2.63K - $2.79K
|
19
$2.79K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 0.22% |
$6.23K - $6.62K
|
20.3K
$2.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-285- 1.58% |
$39.5K - $41.9K
|
17.8K
$2.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.44K- 82.47% |
$199K - $211K
|
305
$44.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-42- 1.37% |
$5.81K - $6.18K
|
3.01K
$443K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.02KNew |
$141K - $149K
|
1.02K
$149K
|