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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.87K+ 21.9% |
$845K - $936K
|
38.2K
$5.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.64KNew |
$201K - $223K
|
1.64K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-53- 1.7% |
$6.53K - $7.23K
|
3.06K
$415K
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-5- 0.25% |
$616 - $682
|
2K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.24K+ 39.04% |
$768K - $851K
|
22.2K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-306- 0.99% |
$37.7K - $41.7K
|
30.6K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.87KNew |
$230K - $254K
|
1.87K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
593+ 11.11% |
$73K - $80.9K
|
5.93K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$3.69K - $4.09K
|
30
$4.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.11KNew |
$259K - $287K
|
2.11K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.49KNew |
$430K - $476K
|
3.49K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
CALL |
10KNew |
$1.23M - $1.36M
|
10K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.54KNew |
$682K - $756K
|
5.54K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 1.07% |
$6.16K - $6.82K
|
4.62K
$626K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10- 0.48% |
$1.23K - $1.36K
|
2.08K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
103New |
$12.7K - $14K
|
103
$14K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-32- 1.19% |
$3.94K - $4.36K
|
2.65K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.39K- 33.28% |
$171K - $189K
|
2.79K
$378K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-112- 39.72% |
$13.8K - $15.3K
|
170
$23.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.7K- 98.33% |
$2.67M - $2.95M
|
369
$50K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$335K - $371K
|
2.72K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.66KNew |
$204K - $226K
|
1.66K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
876+ 3.03% |
$108K - $119K
|
29.7K
$4.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-15- 14.56% |
$1.85K - $2.05K
|
88
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-188- 10.62% |
$23.2K - $25.6K
|
1.58K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
18.9KNew |
$2.33M - $2.58M
|
18.9K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.85KNew |
$228K - $252K
|
1.85K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.05K+ 3.6% |
$129K - $143K
|
30.1K
$4.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
5.46KNew |
$672K - $744K
|
5.46K
$740K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$206K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
26+ 7.98% |
$3.2K - $3.55K
|
352
$47.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-275- 15.45% |
$33.9K - $37.5K
|
1.51K
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
110New |
$13.5K - $15K
|
110
$14.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$246 - $273
|
2
$271
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.28KNew |
$280K - $311K
|
2.28K
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-394- 2.38% |
$48.5K - $53.7K
|
16.2K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.87K- 41.94% |
$722K - $800K
|
8.12K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.34KNew |
$288K - $319K
|
2.34K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6.77KNew |
$833K - $923K
|
6.77K
$917K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-265- 8.5% |
$32.6K - $36.1K
|
2.85K
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63KNew |
$323K - $358K
|
2.63K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
294New |
$36.2K - $40.1K
|
294
$39.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 8.59% |
$208K - $230K
|
21.4K
$2.9M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-270- 14.93% |
$33.2K - $36.8K
|
1.54K
$209K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-763- 9.89% |
$94K - $104K
|
6.95K
$942K
|
|
| Q3 2023 | |||||||
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-65.1K- 94.66% |
$8.38M - $8.87M
|
3.67K
$498K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-625- 26.46% |
$80.5K - $85.2K
|
1.74K
$236K
|
|