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 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.4KNew |
$304K - $326K
|
2.4K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-785- 20.83% |
$99.5K - $106K
|
2.98K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
610+ 39.35% |
$77.3K - $82.8K
|
2.16K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 25.51% |
$205K - $219K
|
7.96K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
237KNew |
$30M - $32.1M
|
237K
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.64KNew |
$589K - $630K
|
4.64K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
300+ 2.8% |
$38K - $40.7K
|
11K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 684.48% |
$604K - $646K
|
5.46K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$6.34M - $6.78M
|
50K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
3.23K+ 6.41% |
$409K - $438K
|
53.6K
$7.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.68K- 61.14% |
$340K - $364K
|
1.71K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
8.78K+ 65.59% |
$1.11M - $1.19M
|
22.2K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.4K+ 38.32% |
$2.34M - $2.5M
|
66.5K
$9.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.01K- 1.31% |
$128K - $137K
|
76.5K
$11.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-183K- 49.31% |
$23.2M - $24.8M
|
188K
$27.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12.9KNew |
$1.63M - $1.75M
|
12.9K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
233+ 9.08% |
$29.5K - $31.6K
|
2.8K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-514- 17.49% |
$65.1K - $69.7K
|
2.43K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
247New |
$31.3K - $33.5K
|
247
$36.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.58KNew |
$1.09M - $1.16M
|
8.58K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 1.18% |
$20.9K - $22.4K
|
14.2K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
855New |
$108K - $116K
|
855
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.03K- 1.58% |
$130K - $139K
|
64K
$9.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-213- 6.04% |
$27K - $28.9K
|
3.32K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
332+ 3.48% |
$42.1K - $45K
|
9.86K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-78- 0.48% |
$9.89K - $10.6K
|
16.3K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-180- 0.28% |
$22.8K - $24.4K
|
63.5K
$9.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20+ 20.0% |
$2.53K - $2.71K
|
120
$17.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$24.2K - $25.9K
|
191
$28K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.44K+ 202.0% |
$436K - $466K
|
5.14K
$754K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$259K - $277K
|
2.05K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 4.35% |
$127 - $136
|
24
$3.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.6K+ 15.13% |
$4.52M - $4.83M
|
271K
$39.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.27KNew |
$921K - $986K
|
7.27K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 51.22% |
$2.66K - $2.85K
|
20
$2.93K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.4KNew |
$1.57M - $1.68M
|
12.4K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-3.72K- 66.89% |
$471K - $504K
|
1.84K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
590New |
$74.8K - $80K
|
590
$86.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.5KNew |
$3.99M - $4.27M
|
31.5K
$4.61M
|
|
|
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
$513K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38+ 14.07% |
$4.82K - $5.16K
|
308
$45.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 4.2% |
$9.25K - $9.9K
|
1.67K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.67% |
$2.66K - $2.85K
|
3.11K
$456K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$570K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.2KNew |
$3.06M - $3.28M
|
24.2K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$4.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-34- 2.92% |
$4.31K - $4.61K
|
1.13K
$166K
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
6.61K+ 24.41% |
$838K - $897K
|
33.7K
$4.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.8KNew |
$1.5M - $1.6M
|
11.8K
$1.73M
|