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 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.02KNew |
$618K - $684K
|
5.02K
$680K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$739 - $818
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.6K+ 37.17% |
$3.28M - $3.63M
|
98.3K
$13.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
280New |
$34.5K - $38.2K
|
280
$38K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
130New |
$16K - $17.7K
|
130
$17.6K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
371+ 83.75% |
$45.7K - $50.6K
|
814
$110K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.66KNew |
$205K - $227K
|
1.66K
$225K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 164.1% |
$7.88K - $8.73K
|
103
$14K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.87KNew |
$230K - $255K
|
1.87K
$254K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.71KNew |
$211K - $234K
|
1.71K
$232K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$38.7K - $42.8K
|
314
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-505- 7.84% |
$62.2K - $68.9K
|
5.93K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.53KNew |
$188K - $209K
|
1.53K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.8K+ 88.53% |
$2.19M - $2.43M
|
37.9K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$1.6K - $1.77K
|
13
$1.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $4.36K
|
32
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.18K- 78.06% |
$760K - $842K
|
1.74K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 83.35% |
$113K - $126K
|
184
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
11.6KNew |
$1.43M - $1.59M
|
11.6K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
91New |
$11.2K - $12.4K
|
91
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
627New |
$77.2K - $85.5K
|
627
$85K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-375- 16.7% |
$46.2K - $51.1K
|
1.87K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500KNew |
$61.6M - $68.2M
|
500K
$67.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
19.5KNew |
$2.4M - $2.66M
|
19.5K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
555K+ 37.0% |
$68.3M - $75.7M
|
2.06M
$279M
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.65KNew |
$696K - $771K
|
5.65K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-11.1K- 56.37% |
$1.37M - $1.52M
|
8.6K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-2.9K- 7.09% |
$357K - $396K
|
38K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.78K+ 323.42% |
$466K - $516K
|
4.95K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
914New |
$113K - $125K
|
914
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
400New |
$49.3K - $54.6K
|
400
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
68.3KNew |
$8.41M - $9.32M
|
68.3K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.89K- 29.92% |
$1.09M - $1.21M
|
20.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.09KNew |
$627K - $695K
|
5.09K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
343New |
$42.2K - $46.8K
|
343
$46.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
406KNew |
$50M - $55.4M
|
406K
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5.4K+ 5512.24% |
$665K - $737K
|
5.5K
$746K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 45.18% |
$243K - $269K
|
2.4K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
174+ 6.94% |
$21.4K - $23.7K
|
2.68K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
32.6KNew |
$4.02M - $4.45M
|
32.6K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.93KNew |
$238K - $263K
|
1.93K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.6KNew |
$5.37M - $5.94M
|
43.6K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 9.56% |
$471K - $522K
|
36.2K
$4.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
150KNew |
$18.5M - $20.5M
|
150K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.63KNew |
$201K - $223K
|
1.63K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-300- 18.98% |
$36.9K - $40.9K
|
1.28K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$188K - $208K
|
1.53K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3.55KNew |
$437K - $484K
|
3.55K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
398+ 3.24% |
$49K - $54.3K
|
12.7K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.5KNew |
$2.15M - $2.39M
|
17.5K
$2.37M
|