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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.48K- 3.0% |
$184K - $201K
|
47.9K
$6.91M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
90New |
$11.2K - $12.2K
|
90
$13K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
199+ 7.12% |
$24.7K - $27K
|
2.99K
$432K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.74KNew |
$340K - $372K
|
2.74K
$395K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
308+ 43.32% |
$38.2K - $41.8K
|
1.02K
$147K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-455- 88.35% |
$56.5K - $61.8K
|
60
$8.65K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-17.6K- 91.85% |
$2.19M - $2.39M
|
1.56K
$225K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 6.5% |
$14K - $15.3K
|
1.63K
$234K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-570- 2.78% |
$70.8K - $77.4K
|
20K
$2.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.25K- 21.03% |
$155K - $170K
|
4.69K
$677K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-445- 21.19% |
$55.2K - $60.4K
|
1.66K
$239K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-3.6K- 2.55% |
$447K - $489K
|
137K
$19.8M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-91- 40.27% |
$11.3K - $12.4K
|
135
$19.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
88+ 1.84% |
$10.9K - $12K
|
4.88K
$703K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-22.2K- 83.09% |
$2.75M - $3.01M
|
4.51K
$650K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
373New |
$46.3K - $50.7K
|
373
$53.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.31K- 48.39% |
$411K - $450K
|
3.53K
$509K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600+ 27.78% |
$74.5K - $81.5K
|
2.76K
$398K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
900New |
$112K - $122K
|
900
$130K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-235- 25.74% |
$29.2K - $31.9K
|
678
$97.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 6.98% |
$3.72K - $4.07K
|
400
$57.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14.5KNew |
$1.8M - $1.97M
|
14.5K
$2.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.41KNew |
$299K - $328K
|
2.41K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.02K+ 5.16% |
$127K - $139K
|
20.8K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
561+ 14.67% |
$69.6K - $76.2K
|
4.39K
$632K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.7% |
$1.86K - $2.04K
|
2.12K
$306K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-63.2K- 96.58% |
$7.85M - $8.58M
|
2.24K
$323K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.62KNew |
$202K - $221K
|
1.62K
$234K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
2.04KNew |
$253K - $277K
|
2.04K
$294K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-428- 12.29% |
$53.1K - $58.1K
|
3.06K
$440K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.16K- 5.57% |
$144K - $157K
|
19.6K
$2.83M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
94+ 1.82% |
$11.7K - $12.8K
|
5.27K
$760K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 3.18% |
$7.08K - $7.74K
|
1.73K
$250K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.31K+ 2.44% |
$163K - $178K
|
55K
$7.92M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
83.7K+ 106.56% |
$10.4M - $11.4M
|
162K
$23.4M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 41.16% |
$347K - $399K
|
4.07K
$587K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18.8KNew |
$2.29M - $2.64M
|
18.8K
$2.71M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-19- 0.49% |
$2.32K - $2.66K
|
3.85K
$555K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
744K+ 2976.8% |
$90.7M - $104M
|
769K
$111M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$1.17M - $1.35M
|
9.62K
$1.39M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.58KNew |
$193K - $221K
|
1.58K
$228K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
412New |
$50.2K - $57.7K
|
412
$59.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.2KNew |
$1.73M - $1.99M
|
14.2K
$2.05M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$14.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.48K- 37.75% |
$180K - $207K
|
2.44K
$352K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.66K- 82.82% |
$1.06M - $1.21M
|
1.8K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1.25MNew |
$152M - $175M
|
1.25M
$180M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-98- 5.09% |
$11.9K - $13.7K
|
1.83K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
19KNew |
$2.31M - $2.66M
|
19K
$2.73M
|
|