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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.8K+ 32.97% |
$5.12M - $5.74M
|
160K
$21.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
849New |
$109K - $123K
|
849
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
179+ 2.12% |
$23K - $25.8K
|
8.64K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-551- 7.84% |
$71K - $79.5K
|
6.48K
$878K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-551- 6.16% |
$71K - $79.5K
|
8.4K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-80.3K- 59.96% |
$10.3M - $11.6M
|
53.7K
$7.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
152+ 1.77% |
$19.6K - $21.9K
|
8.72K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.7K+ 45.54% |
$219K - $245K
|
5.42K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.27% |
$773 - $866
|
2.25K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.28K- 11.42% |
$422K - $473K
|
25.4K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-681- 19.13% |
$87.7K - $98.3K
|
2.88K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
980New |
$126K - $141K
|
980
$133K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
100New |
$12.9K - $14.4K
|
100
$13.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-476- 4.5% |
$61.3K - $68.7K
|
10.1K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14K+ 12.86% |
$1.81M - $2.02M
|
123K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-215- 5.56% |
$27.7K - $31K
|
3.65K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
667+ 3.32% |
$85.9K - $96.2K
|
20.7K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.85K- 33.39% |
$238K - $267K
|
3.69K
$500K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.17K+ 10.1% |
$666K - $746K
|
56.4K
$7.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
87+ 0.99% |
$11.2K - $12.6K
|
8.89K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-241- 22.63% |
$31K - $34.8K
|
824
$112K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
71.2M+ 559865.81% |
$9.16B - $10.3B
|
71.2M
$9.65B
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
220New |
$28.3K - $31.7K
|
220
$29.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
327+ 1.33% |
$42.1K - $47.2K
|
24.8K
$3.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.24K- 53.22% |
$546K - $611K
|
3.73K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
716+ 6.86% |
$92.2K - $103K
|
11.2K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
149+ 9.69% |
$19.2K - $21.5K
|
1.69K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.57K+ 21.43% |
$331K - $371K
|
14.6K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-914- 30.6% |
$118K - $132K
|
2.07K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
314+ 8.38% |
$40.4K - $45.3K
|
4.06K
$551K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-195- 9.22% |
$25.1K - $28.1K
|
1.92K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 2.08% |
$4.51K - $5.05K
|
1.72K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.72KNew |
$222K - $249K
|
1.72K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
90.8KNew |
$11.7M - $13.1M
|
90.8K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-147- 86.47% |
$18.9K - $21.2K
|
23
$3.12K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$618K - $693K
|
4.8K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.03K- 27.82% |
$133K - $149K
|
2.68K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 7.48% |
$36.2K - $40.5K
|
3.48K
$471K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.92KNew |
$247K - $276K
|
1.92K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$258 - $289
|
1.91K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
305New |
$39.3K - $44K
|
305
$41.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 13.53% |
$384K - $430K
|
19.1K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$416K - $466K
|
3.23K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.4K+ 8.18% |
$1.6M - $1.8M
|
165K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-668- 17.92% |
$86K - $96.4K
|
3.06K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.2K+ 179.82% |
$2.61M - $2.92M
|
31.5K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.27% |
$3.35K - $3.75K
|
2.08K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.29K+ 5.32% |
$1.07M - $1.2M
|
164K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-29.9K- 47.28% |
$3.85M - $4.32M
|
33.4K
$4.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.66K- 1.85% |
$342K - $384K
|
141K
$19.1M
|