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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-137K- 47.79% |
$19M - $20.1M
|
150K
$20M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
981New |
$136K - $144K
|
981
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
175New |
$24.2K - $25.7K
|
175
$23.4K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
48+ 2.4% |
$6.64K - $7.06K
|
2.05K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.48KNew |
$205K - $217K
|
1.48K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-53- 1.48% |
$7.34K - $7.8K
|
3.54K
$472K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
71.8KNew |
$9.94M - $10.6M
|
71.8K
$9.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.74K- 68.59% |
$517K - $550K
|
1.71K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.46K- 73.65% |
$756K - $803K
|
1.95K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.49K- 29.82% |
$759K - $807K
|
12.9K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
679+ 21.0% |
$94K - $99.9K
|
3.91K
$523K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-970- 26.94% |
$134K - $143K
|
2.63K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 4.73% |
$10.4K - $11K
|
1.66K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.08K+ 94.55% |
$842K - $895K
|
12.5K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-519- 42.23% |
$71.8K - $76.3K
|
710
$94.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
6.9K+ 19.93% |
$955K - $1.01M
|
41.5K
$5.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
546+ 21.12% |
$75.6K - $80.3K
|
3.13K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
385+ 113.91% |
$53.3K - $56.6K
|
723
$96.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
44+ 5.31% |
$6.09K - $6.47K
|
873
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.48KNew |
$343K - $365K
|
2.48K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13KNew |
$1.8M - $1.91M
|
13K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-758- 24.63% |
$105K - $111K
|
2.32K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-43- 2.08% |
$5.95K - $6.32K
|
2.02K
$270K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
205New |
$28.4K - $30.2K
|
205
$27.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-267- 12.25% |
$37K - $39.3K
|
1.91K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$1.52K - $1.62K
|
11
$1.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.79% |
$3.46K - $3.68K
|
3.15K
$420K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.39KNew |
$192K - $204K
|
1.39K
$185K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-62- 4.47% |
$8.58K - $9.12K
|
1.33K
$177K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-268- 9.84% |
$37.1K - $39.4K
|
2.46K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$2.94K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-149- 3.94% |
$20.6K - $21.9K
|
3.63K
$485K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
817New |
$113K - $120K
|
817
$109K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-625- 40.98% |
$86.5K - $91.9K
|
900
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-2K- 13.28% |
$277K - $294K
|
13.1K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-48- 0.88% |
$6.64K - $7.06K
|
5.43K
$725K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-830- 5.24% |
$115K - $122K
|
15K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.24K+ 75.9% |
$448K - $476K
|
7.5K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-638- 43.4% |
$88.3K - $93.8K
|
832
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
142New |
$19.7K - $20.9K
|
142
$19K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133- 86.93% |
$18.4K - $19.6K
|
20
$2.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.3% |
$692 - $735
|
1.67K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
172New |
$23.8K - $25.3K
|
172
$23K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-80- 10.67% |
$11.1K - $11.8K
|
670
$89.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-190- 3.4% |
$26.3K - $27.9K
|
5.4K
$721K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 54.47% |
$477K - $507K
|
9.78K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.44% |
$2.35K - $2.5K
|
3.88K
$518K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-155- 0.91% |
$21.5K - $22.8K
|
16.9K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
405+ 27.0% |
$56.1K - $59.6K
|
1.91K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.85KNew |
$1.23M - $1.3M
|
8.85K
$1.18M
|