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 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
34+ 2.19% |
$4.31K - $4.61K
|
1.59K
$234K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-453- 64.53% |
$57.4K - $61.5K
|
249
$36.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.4KNew |
$2.2M - $2.36M
|
17.4K
$2.56M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-42- 12.28% |
$5.32K - $5.7K
|
300
$44.1K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-111Closed |
$13.8K - $15.1K
|
0
$0
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.94KClosed |
$365K - $400K
|
0
$0
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$224K - $245K
|
1.8K
$265K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$25.7K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$7.49K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.6KNew |
$1.94M - $2.12M
|
15.6K
$2.29M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
81KNew |
$10.1M - $11M
|
81K
$11.9M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.78KNew |
$841K - $920K
|
6.78K
$996K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.78KNew |
$841K - $920K
|
6.78K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-250- 3.54% |
$31K - $34K
|
6.81K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15K+ 26.79% |
$1.86M - $2.04M
|
71K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$945K - $1.03M
|
7.61K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
- |
27.5KNew |
$3.41M - $3.73M
|
27.5K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$2.48M - $2.72M
|
20K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-67- 0.93% |
$8.32K - $9.1K
|
7.13K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$9.31M - $10.2M
|
75K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-283- 14.25% |
$35.1K - $38.4K
|
1.7K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
60New |
$7.45K - $8.15K
|
60
$8.82K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.33KNew |
$414K - $453K
|
3.33K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
552New |
$68.5K - $75K
|
552
$81.1K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
483KNew |
$59.9M - $65.6M
|
483K
$70.9M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-617Closed |
$76.6K - $83.8K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$239K - $262K
|
1.93K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
33+ 0.03% |
$4.1K - $4.48K
|
97K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.0% |
$62.1K - $67.9K
|
4.5K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-220K- 58.67% |
$27.3M - $29.9M
|
155K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-257- 9.49% |
$31.9K - $34.9K
|
2.45K
$360K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-37- 2.28% |
$4.59K - $5.03K
|
1.58K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
372+ 1.52% |
$46.2K - $50.5K
|
24.9K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-187K- 93.87% |
$23.2M - $25.4M
|
12.2K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-79.7K- 92.24% |
$9.89M - $10.8M
|
6.7K
$985K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
150KNew |
$18.6M - $20.4M
|
150K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.48KNew |
$432K - $472K
|
3.48K
$511K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$140K - $153K
|
1.13K
$166K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.33% |
$124 - $136
|
305
$44.8K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.75K- 50.27% |
$466K - $510K
|
3.71K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
915New |
$114K - $124K
|
915
$134K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.78KNew |
$841K - $920K
|
6.78K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
52.3KNew |
$6.49M - $7.1M
|
52.3K
$7.68M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
625+ 173.61% |
$77.6K - $84.9K
|
985
$145K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
232New |
$28.8K - $31.5K
|
232
$34.1K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.2% |
$248 - $272
|
1K
$147K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
4.28K+ 243.77% |
$532K - $582K
|
6.04K
$888K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
50.4KNew |
$6.25M - $6.84M
|
50.4K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.1KNew |
$1.25M - $1.37M
|
10.1K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-9.48K- 64.82% |
$1.18M - $1.29M
|
5.14K
$756K
|
|