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 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-691- 8.55% |
$89K - $94.1K
|
7.39K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 9883.06% |
$1.58M - $1.67M
|
12.4K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
5.83KNew |
$751K - $794K
|
5.83K
$857K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
71New |
$9.14K - $9.67K
|
71
$10.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.58K- 80.71% |
$1.23M - $1.31M
|
2.29K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
120+ 6.0% |
$15.4K - $16.3K
|
2.12K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
135New |
$17.4K - $18.4K
|
135
$19.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
710+ 43.27% |
$91.4K - $96.7K
|
2.35K
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
1.76KNew |
$226K - $239K
|
1.76K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.6KNew |
$2M - $2.12M
|
15.6K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2+ 0.11% |
$257 - $272
|
1.84K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
710+ 3.04% |
$91.4K - $96.7K
|
24.1K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-94.1K- 22.98% |
$12.1M - $12.8M
|
316K
$46.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
200New |
$25.7K - $27.2K
|
200
$29.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
545+ 3.15% |
$70.2K - $74.3K
|
17.9K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-143- 1.51% |
$18.4K - $19.5K
|
9.34K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
265New |
$34.1K - $36.1K
|
265
$38.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13KNew |
$1.67M - $1.77M
|
13K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
825New |
$106K - $112K
|
825
$121K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
64+ 57.14% |
$8.24K - $8.72K
|
176
$25.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 37.11% |
$4.63K - $4.9K
|
61
$8.96K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
116+ 1.06% |
$14.9K - $15.8K
|
11K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.7K+ 3.19% |
$348K - $368K
|
87.3K
$12.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
5.91K+ 38.24% |
$761K - $805K
|
21.4K
$3.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 38.71% |
$250K - $264K
|
3.07K
$451K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
222+ 1.92% |
$28.6K - $30.2K
|
11.8K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.84KNew |
$366K - $387K
|
2.84K
$417K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
75KNew |
$9.66M - $10.2M
|
75K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
940New |
$121K - $128K
|
940
$138K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130+ 5.19% |
$16.7K - $17.7K
|
2.64K
$387K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$38.6K - $40.9K
|
300
$44.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167New |
$21.5K - $22.8K
|
167
$24.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.15KNew |
$663K - $702K
|
5.15K
$757K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$129 - $136
|
1.22K
$180K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-952- 10.49% |
$123K - $130K
|
8.13K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.02K+ 110.48% |
$646K - $684K
|
9.56K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$644 - $681
|
1.78K
$261K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 44.78% |
$19.3K - $20.4K
|
185
$27.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$515 - $545
|
2.7K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
787New |
$101K - $107K
|
787
$116K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.4K- 25.61% |
$309K - $327K
|
6.97K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-750- 27.27% |
$96.6K - $102K
|
2K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-322- 11.38% |
$41.5K - $43.9K
|
2.51K
$368K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
311New |
$40K - $42.4K
|
311
$45.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3+ 0.14% |
$386 - $409
|
2.19K
$321K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
31.7KNew |
$4.08M - $4.32M
|
31.7K
$4.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.47% |
$265K - $281K
|
81.3K
$12M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-310- 6.8% |
$39.9K - $42.2K
|
4.25K
$624K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-322- 14.41% |
$41.5K - $43.9K
|
1.91K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.25K- 55.37% |
$290K - $307K
|
1.82K
$267K
|