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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-122K- 64.41% |
$17M - $18.1M
|
67.7K
$9.95M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 46.18% |
$241K - $258K
|
2.03K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.64KNew |
$226K - $242K
|
1.64K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.7KNew |
$374K - $399K
|
2.7K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$220K - $235K
|
1.59K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 25.0% |
$138K - $148K
|
5K
$735K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
45.7KNew |
$6.33M - $6.76M
|
45.7K
$6.72M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.7KNew |
$235K - $251K
|
1.7K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
69.2KNew |
$9.59M - $10.2M
|
69.2K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
450+ 6.8% |
$62.3K - $66.5K
|
7.06K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-446- 18.94% |
$61.8K - $65.9K
|
1.91K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 81.58% |
$8.59K - $9.17K
|
138
$20.3K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.03KNew |
$281K - $300K
|
2.03K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
20.2KNew |
$2.79M - $2.98M
|
20.2K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.07K+ 9.67% |
$286K - $305K
|
23.4K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.69KClosed |
$234K - $250K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.09KNew |
$427K - $456K
|
3.09K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2K+ 41.45% |
$2.24M - $2.39M
|
55.2K
$8.11M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-660- 41.48% |
$91.4K - $97.6K
|
931
$137K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-463- 67.0% |
$64.1K - $68.5K
|
228
$33.5K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 20.0% |
$138K - $148K
|
4K
$588K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.57KNew |
$632K - $675K
|
4.57K
$671K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
4.5K+ 97.85% |
$623K - $665K
|
9.1K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.36K- 81.34% |
$189K - $202K
|
313
$46K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
200+ 5.26% |
$27.7K - $29.6K
|
4K
$588K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-400- 11.47% |
$55.4K - $59.1K
|
3.09K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-25- 21.55% |
$3.46K - $3.7K
|
91
$13.4K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.45K- 50.53% |
$478K - $511K
|
3.38K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
96+ 5.84% |
$13.3K - $14.2K
|
1.74K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-22- 1.33% |
$3.05K - $3.25K
|
1.64K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
125New |
$17.3K - $18.5K
|
125
$18.4K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-8- 7.77% |
$1.11K - $1.18K
|
95
$14K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.67K+ 13.19% |
$370K - $395K
|
22.9K
$3.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.3KNew |
$318K - $339K
|
2.3K
$337K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-64- 3.8% |
$8.86K - $9.46K
|
1.62K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-224- 53.85% |
$31K - $33.1K
|
192
$28.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-993- 11.96% |
$138K - $147K
|
7.31K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.5KNew |
$1.32M - $1.4M
|
9.5K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 40.09% |
$150K - $160K
|
1.61K
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.62KNew |
$225K - $240K
|
1.62K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.83KNew |
$253K - $271K
|
1.83K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 10.14% |
$27.7K - $29.6K
|
2.17K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
10.6K+ 143.92% |
$1.46M - $1.56M
|
17.9K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
24New |
$3.32K - $3.55K
|
24
$3.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42+ 18.26% |
$5.82K - $6.21K
|
272
$40K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.92KNew |
$265K - $283K
|
1.92K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
138+ 3.18% |
$19.1K - $20.4K
|
4.48K
$659K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-35- 1.6% |
$4.85K - $5.18K
|
2.15K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.34% |
$27.7K - $29.6K
|
8.36K
$1.23M
|