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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-20- 1.28% |
$2.87K - $3.14K
|
1.54K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
238+ 2.44% |
$34.1K - $37.4K
|
9.99K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
141+ 1.89% |
$20.2K - $22.2K
|
7.59K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
76+ 2.77% |
$10.9K - $12K
|
2.82K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-666- 31.28% |
$95.4K - $105K
|
1.46K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.75KNew |
$394K - $432K
|
2.75K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.74K- 81.5% |
$823K - $903K
|
1.3K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$11.6K - $12.7K
|
81
$10.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
812New |
$116K - $128K
|
812
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$46.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
122K+ 7179.41% |
$17.4M - $19.1M
|
123K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
58New |
$8.31K - $9.12K
|
58
$7.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$5.73M - $6.29M
|
40K
$5.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
227+ 0.75% |
$32.5K - $35.7K
|
30.3K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
950+ 9.43% |
$136K - $149K
|
11K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-14- 1.04% |
$2.01K - $2.2K
|
1.34K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-73K- 34.76% |
$10.5M - $11.5M
|
137K
$18.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-30- 4.5% |
$4.3K - $4.72K
|
637
$85.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.42KNew |
$204K - $224K
|
1.42K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
86+ 5.81% |
$12.3K - $13.5K
|
1.57K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$287 - $314
|
2.04K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.87KNew |
$268K - $294K
|
1.87K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-308- 7.22% |
$44.1K - $48.4K
|
3.96K
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
520+ 16.77% |
$74.5K - $81.8K
|
3.62K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-103- 4.48% |
$14.8K - $16.2K
|
2.2K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-69- 4.6% |
$9.89K - $10.8K
|
1.43K
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
22+ 1.26% |
$3.15K - $3.46K
|
1.77K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
226New |
$32.4K - $35.5K
|
226
$30.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
794+ 9.26% |
$114K - $125K
|
9.37K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26.6KNew |
$3.81M - $4.18M
|
26.6K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.91K- 13.29% |
$274K - $301K
|
12.5K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-500- 13.21% |
$71.7K - $78.6K
|
3.28K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 6.03% |
$14.3K - $15.7K
|
1.76K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99+ 0.46% |
$14.2K - $15.6K
|
21.5K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$206K - $226K
|
1.44K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$33.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$373K - $409K
|
2.6K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.73K+ 17.21% |
$248K - $272K
|
11.8K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3- 0.06% |
$430 - $472
|
5.43K
$725K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-90- 0.73% |
$12.9K - $14.2K
|
12.2K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
511+ 37.94% |
$73.2K - $80.3K
|
1.86K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.79M - $1.96M
|
12.5K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
34.5KNew |
$4.94M - $5.42M
|
34.5K
$4.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.67K- 49.04% |
$239K - $262K
|
1.73K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.81K
$375K
|