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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.5KNew |
$3.48M - $3.95M
|
25.5K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$1.52M - $1.73M
|
11.2K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 3.43% |
$7.5K - $8.51K
|
1.55K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $155
|
1.97K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
427+ 34.38% |
$58.2K - $66.1K
|
1.67K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.74KNew |
$237K - $269K
|
1.74K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-260- 2.97% |
$35.4K - $40.2K
|
8.5K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.43K+ 10.98% |
$1.01M - $1.15M
|
75.1K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13- 0.71% |
$1.77K - $2.01K
|
1.82K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-700- 9.65% |
$95.4K - $108K
|
6.56K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$3.61K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 2.65% |
$545 - $619
|
155
$20.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31.1K- 65.65% |
$4.23M - $4.81M
|
16.3K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$954K - $1.08M
|
7K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
346+ 8.65% |
$47.2K - $53.5K
|
4.35K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-6.7K- 65.31% |
$913K - $1.04M
|
3.56K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 1.47% |
$1.09K - $1.24K
|
551
$73.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
579+ 3.89% |
$78.9K - $89.6K
|
15.5K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 2.23% |
$330K - $374K
|
111K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.01K- 28.79% |
$683K - $776K
|
12.4K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$10.1K - $11.5K
|
74
$9.88K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14KNew |
$292K - $331K
|
2.14K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$43.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-944- 35.74% |
$129K - $146K
|
1.7K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.68% |
$4.77K - $5.42K
|
5.14K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-553- 91.71% |
$75.4K - $85.6K
|
50
$6.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.54K- 22.31% |
$618K - $702K
|
15.8K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.86KNew |
$1.34M - $1.52M
|
9.86K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.96% |
$5.45K - $6.19K
|
4.19K
$560K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$37K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.76KNew |
$375K - $426K
|
2.76K
$368K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$445K - $505K
|
3.26K
$436K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.58KNew |
$216K - $245K
|
1.58K
$211K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1- 0.04% |
$136 - $155
|
2.28K
$304K
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.73K+ 137.39% |
$391K - $429K
|
4.72K
$630K
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-73.4KClosed |
$10.5M - $11.5M
|
0
$0
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-10.1K- 46.78% |
$1.44M - $1.58M
|
11.4K
$1.53M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$287 - $314
|
66
$8.81K
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
15KNew |
$2.15M - $2.36M
|
15K
$2M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
98.1KNew |
$14.1M - $15.4M
|
98.1K
$13.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23New |
$3.3K - $3.62K
|
23
$3.07K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
50+ 5000.0% |
$7.17K - $7.86K
|
51
$6.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
80KNew |
$11.5M - $12.6M
|
80K
$10.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.74KNew |
$679K - $745K
|
4.74K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-348- 1.1% |
$49.9K - $54.7K
|
31.2K
$4.17M
|
|