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, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$259K - $277K
|
2.05K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 4.35% |
$127 - $136
|
24
$3.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.6K+ 15.13% |
$4.52M - $4.83M
|
271K
$39.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.27KNew |
$921K - $986K
|
7.27K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 51.22% |
$2.66K - $2.85K
|
20
$2.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.4KNew |
$1.57M - $1.68M
|
12.4K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-3.72K- 66.89% |
$471K - $504K
|
1.84K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
590New |
$74.8K - $80K
|
590
$85.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.5KNew |
$3.99M - $4.27M
|
31.5K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.5K- 30.0% |
$190K - $203K
|
3.5K
$507K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38+ 14.07% |
$4.82K - $5.16K
|
308
$44.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 4.2% |
$9.25K - $9.9K
|
1.67K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.67% |
$2.66K - $2.85K
|
3.11K
$450K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$563K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.2KNew |
$3.06M - $3.28M
|
24.2K
$3.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$4.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-34- 2.92% |
$4.31K - $4.61K
|
1.13K
$164K
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
6.61K+ 24.41% |
$838K - $897K
|
33.7K
$4.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.8KNew |
$1.5M - $1.6M
|
11.8K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
10KNew |
$1.27M - $1.36M
|
10K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 1.5% |
$5.2K - $5.56K
|
2.78K
$403K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
900New |
$114K - $122K
|
900
$130K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100New |
$12.7K - $13.6K
|
100
$14.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
67.7KNew |
$8.59M - $9.19M
|
67.7K
$9.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
339+ 1.04% |
$43K - $46K
|
33K
$4.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-304- 49.19% |
$38.5K - $41.2K
|
314
$45.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
18.9K+ 23.47% |
$2.4M - $2.57M
|
99.6K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-153- 4.41% |
$19.4K - $20.8K
|
3.32K
$480K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
808+ 77.77% |
$102K - $110K
|
1.85K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-212- 11.02% |
$26.9K - $28.8K
|
1.71K
$248K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.28K+ 48.74% |
$669K - $716K
|
16.1K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$292K - $312K
|
2.3K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.36M - $1.46M
|
10.8K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$144K - $155K
|
1.14K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
36+ 13.48% |
$4.56K - $4.88K
|
303
$43.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-627- 8.33% |
$79.5K - $85.1K
|
6.9K
$999K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.83K- 53.13% |
$231K - $248K
|
1.61K
$233K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
34+ 2.19% |
$4.31K - $4.61K
|
1.59K
$230K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-453- 64.53% |
$57.4K - $61.5K
|
249
$36.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.4KNew |
$2.2M - $2.36M
|
17.4K
$2.52M
|
|
| 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
$261K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$25.3K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$7.38K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.6KNew |
$1.94M - $2.12M
|
15.6K
$2.26M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
81KNew |
$10.1M - $11M
|
81K
$11.7M
|
|