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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.93K+ 72.31% |
$635K - $712K
|
11.8K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9K- 44.08% |
$1.4M - $1.57M
|
13.8K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
923+ 22.49% |
$119K - $133K
|
5.03K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-28.2K- 44.07% |
$3.63M - $4.07M
|
35.8K
$4.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.77K- 40.11% |
$228K - $255K
|
2.64K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.55K- 5.62% |
$199K - $223K
|
26K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
843+ 82.97% |
$109K - $122K
|
1.86K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$1.29K - $1.44K
|
2.4K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.3KNew |
$1.45M - $1.62M
|
11.3K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.25% |
$129 - $144
|
397
$53.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47+ 1.59% |
$6.05K - $6.78K
|
3.01K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
312+ 0.49% |
$40.2K - $45K
|
64.3K
$8.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-243- 6.92% |
$31.3K - $35.1K
|
3.27K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.2K+ 123.43% |
$1.96M - $2.2M
|
27.6K
$3.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5- 0.13% |
$644 - $722
|
3.96K
$537K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-350- 5.47% |
$45.1K - $50.5K
|
6.05K
$821K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
657+ 11.0% |
$84.6K - $94.8K
|
6.63K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.91K+ 4.8% |
$245K - $275K
|
41.6K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-425- 35.71% |
$54.7K - $61.3K
|
765
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
50+ 2.53% |
$6.44K - $7.22K
|
2.03K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-555- 2.01% |
$71.5K - $80.1K
|
27.1K
$3.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-160- 8.32% |
$20.6K - $23.1K
|
1.76K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
30.1K+ 666.88% |
$3.88M - $4.35M
|
34.7K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.42K+ 7.73% |
$440K - $493K
|
47.6K
$6.46M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.51KNew |
$194K - $217K
|
1.51K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-95- 2.58% |
$12.2K - $13.7K
|
3.59K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
305+ 3.16% |
$39.3K - $44K
|
9.95K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-20- 0.21% |
$2.58K - $2.89K
|
9.73K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.74K+ 1.07% |
$224K - $252K
|
165K
$22.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-864- 17.42% |
$111K - $125K
|
4.1K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64+ 18.93% |
$8.24K - $9.24K
|
402
$54.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
747+ 1.65% |
$96.2K - $108K
|
46.1K
$6.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-875- 17.78% |
$113K - $126K
|
4.05K
$549K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.72K+ 9.85% |
$221K - $248K
|
19.2K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-917- 5.75% |
$118K - $132K
|
15K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-8.97K- 47.85% |
$1.16M - $1.29M
|
9.78K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-650- 3.66% |
$83.7K - $93.8K
|
17.1K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
430+ 1.06% |
$55.4K - $62K
|
40.9K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.6K+ 270.91% |
$2.14M - $2.4M
|
22.8K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.37K- 18.65% |
$820K - $919K
|
27.8K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 7.21% |
$737K - $826K
|
85.1K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.15K
|
1.86K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.42% |
$152K - $171K
|
47.7K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.2K+ 3.09% |
$283K - $317K
|
73.4K
$9.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 6.53% |
$5.15K - $5.77K
|
653
$88.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 5.36% |
$248K - $278K
|
34K
$4.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.28K+ 6.33% |
$293K - $329K
|
38.3K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
737+ 4.03% |
$94.9K - $106K
|
19K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-621- 13.73% |
$80K - $89.6K
|
3.9K
$529K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 1.3% |
$247K - $277K
|
145K
$19.7M
|