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 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
37+ 10.95% |
$5.12K - $5.44K
|
375
$55.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.09KNew |
$427K - $454K
|
3.09K
$453K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
497+ 95.76% |
$68.8K - $73.1K
|
1.02K
$149K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13+ 7.47% |
$1.8K - $1.91K
|
187
$27.5K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5- 0.17% |
$692 - $735
|
3.03K
$445K
|
|
| Q1 2024 | |||||||
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 8.76% |
$34.9K - $37.3K
|
2.63K
$386K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
296KNew |
$41M - $43.8M
|
296K
$43.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
129+ 14.51% |
$17.9K - $19.1K
|
1.02K
$150K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.93KClosed |
$405K - $433K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
543New |
$75.2K - $80.3K
|
543
$79.8K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.17KNew |
$301K - $321K
|
2.17K
$319K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.83K- 71.24% |
$1.22M - $1.3M
|
3.56K
$523K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
558+ 182.35% |
$77.3K - $82.5K
|
864
$127K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
45+ 22.5% |
$6.23K - $6.65K
|
245
$36K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
315New |
$43.6K - $46.6K
|
315
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
16.4KNew |
$2.27M - $2.43M
|
16.4K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.25KNew |
$312K - $333K
|
2.25K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-918- 43.86% |
$127K - $136K
|
1.18K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
307New |
$42.5K - $45.4K
|
307
$45.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-870- 4.21% |
$120K - $129K
|
19.8K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.67K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 22.94% |
$6.92K - $7.39K
|
168
$24.7K
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
163KNew |
$22.6M - $24.1M
|
163K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
25.8KNew |
$3.57M - $3.81M
|
25.8K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-14.2K- 30.72% |
$1.96M - $2.09M
|
32K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.67KNew |
$785K - $838K
|
5.67K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
71.1KNew |
$9.85M - $10.5M
|
71.1K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
363KNew |
$50.3M - $53.7M
|
363K
$53.4M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.67K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
25.2KNew |
$3.49M - $3.73M
|
25.2K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
52.4KNew |
$7.26M - $7.75M
|
52.4K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 23.08% |
$4.15K - $4.44K
|
100
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.37K- 8.34% |
$189K - $202K
|
15K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
13KNew |
$1.8M - $1.92M
|
13K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
2KNew |
$277K - $296K
|
2K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
396KNew |
$54.8M - $58.5M
|
396K
$58.2M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-102- 5.21% |
$14.1K - $15.1K
|
1.85K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-210- 10.37% |
$29.1K - $31.1K
|
1.82K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.2K+ 24.4% |
$12.6M - $13.5M
|
465K
$68.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.2K+ 29.96% |
$7.5M - $8.01M
|
235K
$34.5M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 46.76% |
$208K - $222K
|
1.71K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$6.65K - $7.1K
|
48
$7.05K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-95- 0.56% |
$13.2K - $14K
|
16.9K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
18+ 17.31% |
$2.49K - $2.66K
|
122
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-978- 0.13% |
$135K - $145K
|
757K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-292K- 97.18% |
$40.4M - $43.2M
|
8.46K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-3.68K- 60.0% |
$509K - $544K
|
2.45K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
172+ 6.79% |
$23.8K - $25.4K
|
2.71K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.17K+ 306.96% |
$1.27M - $1.36M
|
12.2K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$206K
|
|