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 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.91K- 64.61% |
$541K - $578K
|
2.14K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 35.62% |
$23K - $24.5K
|
300
$44.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-56- 42.11% |
$7.75K - $8.28K
|
77
$11.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$2.77K - $2.96K
|
8.43K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-946- 37.21% |
$131K - $140K
|
1.6K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$210K - $224K
|
1.52K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.67KNew |
$1.34M - $1.43M
|
9.67K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
13.6K+ 2864.92% |
$1.89M - $2.02M
|
14.1K
$2.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-48.7K- 75.15% |
$6.74M - $7.2M
|
16.1K
$2.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.46K- 28.99% |
$341K - $364K
|
6.03K
$888K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-166- 3.35% |
$23K - $24.5K
|
4.78K
$705K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.42KNew |
$197K - $211K
|
1.42K
$210K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
618+ 24.6% |
$85.6K - $91.4K
|
3.13K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$1.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 6.43% |
$18K - $19.2K
|
2.15K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
8.73KNew |
$1.21M - $1.29M
|
8.73K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-32- 0.37% |
$4.43K - $4.73K
|
8.7K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.58K- 89.57% |
$357K - $381K
|
300
$44.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.58% |
$6.92K - $7.39K
|
8.74K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-14- 0.4% |
$1.94K - $2.07K
|
3.51K
$517K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-265- 4.25% |
$36.7K - $39.2K
|
5.97K
$880K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-65- 19.82% |
$9K - $9.61K
|
263
$38.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.9KNew |
$6.07M - $6.49M
|
43.9K
$6.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 5.32% |
$4.99K - $5.32K
|
641
$94.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-849- 33.62% |
$118K - $126K
|
1.68K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.1K- 21.48% |
$152K - $163K
|
4.02K
$593K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-105- 5.18% |
$14.5K - $15.5K
|
1.92K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
19.8K+ 43.68% |
$2.74M - $2.93M
|
65.1K
$9.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
8.8KNew |
$1.22M - $1.3M
|
8.8K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.47KNew |
$204K - $218K
|
1.47K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
867+ 57.99% |
$120K - $128K
|
2.36K
$348K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1K- 9.35% |
$138K - $148K
|
9.7K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-207- 46.1% |
$28.7K - $30.6K
|
242
$35.7K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 2.26% |
$4.71K - $5.03K
|
1.47K
$217K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
198+ 1.83% |
$27.4K - $29.3K
|
11K
$1.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-740- 12.49% |
$102K - $109K
|
5.19K
$765K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 97.18% |
$357K - $381K
|
75
$11.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
25+ 0.51% |
$3.46K - $3.7K
|
4.89K
$720K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
35+ 1.41% |
$4.85K - $5.18K
|
2.52K
$372K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 9.52% |
$1.11K - $1.18K
|
92
$13.6K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
529+ 8.58% |
$65.1K - $72.1K
|
6.69K
$987K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.02KNew |
$618K - $684K
|
5.02K
$740K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$739 - $818
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.6K+ 37.17% |
$3.28M - $3.63M
|
98.3K
$14.5M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
280New |
$34.5K - $38.2K
|
280
$41.3K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-239Closed |
$29.4K - $32.6K
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
130New |
$16K - $17.7K
|
130
$19.2K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
371+ 83.75% |
$45.7K - $50.6K
|
814
$120K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.66KNew |
$205K - $227K
|
1.66K
$245K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 164.1% |
$7.88K - $8.73K
|
103
$15.2K
|
|