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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$37.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-43- 2.07% |
$6.16K - $6.76K
|
2.04K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.5KNew |
$8.24M - $9.04M
|
57.5K
$7.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$191K - $209K
|
1.33K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 103.31% |
$3.91M - $4.29M
|
53.6K
$7.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 65.11% |
$384K - $422K
|
1.44K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$470K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$14.5K - $15.9K
|
101
$13.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.36KNew |
$625K - $686K
|
4.36K
$583K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-14- 0.18% |
$2.01K - $2.2K
|
7.61K
$1.02M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-100- 4.14% |
$13.8K - $14.7K
|
2.32K
$309K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37KClosed |
$190K - $202K
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 157.99% |
$69.8K - $74.1K
|
823
$110K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.68% |
$1.38K - $1.47K
|
1.47K
$196K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$284K - $301K
|
2.05K
$274K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
29New |
$4.01K - $4.27K
|
29
$3.87K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
132+ 825.0% |
$18.3K - $19.4K
|
148
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-224K- 54.51% |
$30.9M - $32.9M
|
187K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
84.2KNew |
$11.7M - $12.4M
|
84.2K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-52.6K- 60.03% |
$7.28M - $7.73M
|
35K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
663+ 37.69% |
$91.8K - $97.5K
|
2.42K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50- 3.29% |
$6.92K - $7.35K
|
1.47K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.56KNew |
$355K - $377K
|
2.56K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-161K- 24.5% |
$22.2M - $23.6M
|
495K
$66.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$277 - $294
|
2
$267
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
1.98KNew |
$275K - $292K
|
1.98K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.88KNew |
$814K - $865K
|
5.88K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.01KNew |
$554K - $589K
|
4.01K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.2KNew |
$443K - $470K
|
3.2K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$319K - $339K
|
2.3K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
CALL |
7.37K+ 100.0% |
$1.02M - $1.08M
|
14.7K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-673K- 40.05% |
$93.1M - $98.9M
|
1.01M
$134M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$183K - $194K
|
1.32K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.81M - $1.93M
|
13.1K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.46K- 18.56% |
$202K - $214K
|
6.4K
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.4K- 67.07% |
$609K - $647K
|
2.16K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-376- 7.53% |
$52K - $55.3K
|
4.62K
$617K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.86KNew |
$396K - $421K
|
2.86K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.34K+ 27.07% |
$1.02M - $1.08M
|
34.5K
$4.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.75K- 45.45% |
$519K - $552K
|
4.5K
$601K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$8.31K - $8.83K
|
60
$8.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
30New |
$4.15K - $4.41K
|
30
$4.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
921+ 1.19% |
$127K - $135K
|
78.3K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 95.25% |
$5.86M - $6.23M
|
2.11K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3K- 12.19% |
$415K - $441K
|
21.6K
$2.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.64K- 13.84% |
$227K - $241K
|
10.2K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
733+ 28.81% |
$101K - $108K
|
3.28K
$438K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10- 0.66% |
$1.38K - $1.47K
|
1.5K
$200K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-27.9K- 65.99% |
$3.86M - $4.1M
|
14.4K
$1.92M
|
|