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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-247- 2.38% |
$30.4K - $33.7K
|
10.1K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-265- 8.5% |
$32.6K - $36.1K
|
2.85K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63KNew |
$323K - $358K
|
2.63K
$386K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.33KNew |
$287K - $318K
|
2.33K
$343K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
294New |
$36.2K - $40.1K
|
294
$43.2K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-326- 3.9% |
$40.1K - $44.5K
|
8.03K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 8.59% |
$208K - $230K
|
21.4K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-270- 14.93% |
$33.2K - $36.8K
|
1.54K
$226K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-763- 9.89% |
$94K - $104K
|
6.95K
$1.02M
|
|
| Q3 2023 | |||||||
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-65.1K- 94.66% |
$8.38M - $8.87M
|
3.67K
$539K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-625- 26.46% |
$80.5K - $85.2K
|
1.74K
$255K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.14KNew |
$662K - $701K
|
5.14K
$756K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 61.98% |
$335K - $355K
|
1.6K
$235K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-101- 5.49% |
$13K - $13.8K
|
1.74K
$256K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$12.9K - $13.6K
|
100
$14.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 16.61% |
$6.44K - $6.81K
|
251
$36.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-308- 13.06% |
$39.7K - $42K
|
2.05K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
306KNew |
$39.4M - $41.7M
|
306K
$45M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.7KNew |
$219K - $232K
|
1.7K
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.05K+ 26.92% |
$135K - $143K
|
4.95K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
688+ 0.51% |
$88.6K - $93.7K
|
136K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-135- 5.1% |
$17.4K - $18.4K
|
2.51K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
14.9KNew |
$1.92M - $2.03M
|
14.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
563New |
$72.5K - $76.7K
|
563
$82.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.11KNew |
$915K - $968K
|
7.11K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
11.6KNew |
$1.49M - $1.58M
|
11.6K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-84.1K- 85.08% |
$10.8M - $11.5M
|
14.7K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.4KNew |
$2.75M - $2.91M
|
21.4K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.1K+ 66.94% |
$1.04M - $1.1M
|
20.2K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-106- 17.26% |
$13.6K - $14.4K
|
508
$74.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
111KNew |
$14.3M - $15.1M
|
111K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 1.69% |
$2.19K - $2.32K
|
991
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.9KNew |
$888K - $940K
|
6.9K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 2.98% |
$32.2K - $34.1K
|
8.13K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
870New |
$112K - $119K
|
870
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3.25K- 8.97% |
$419K - $443K
|
33K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 23.7% |
$5.28K - $5.59K
|
132
$19.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.46K- 39.87% |
$317K - $335K
|
3.71K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.01KNew |
$258K - $273K
|
2.01K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-6.58K- 31.14% |
$847K - $896K
|
14.5K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.61KNew |
$207K - $219K
|
1.61K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-597KClosed |
$76.9M - $81.4M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-562- 4.56% |
$72.4K - $76.6K
|
11.8K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.39K+ 7.23% |
$566K - $599K
|
65.2K
$9.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
12.6KNew |
$1.62M - $1.72M
|
12.6K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
25KNew |
$3.22M - $3.41M
|
25K
$3.67M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-99- 1.24% |
$12.7K - $13.5K
|
7.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-845- 79.12% |
$109K - $115K
|
223
$32.8K
|
|