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 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$1.05M - $1.25M
|
8.77K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.18KClosed |
$141K - $168K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1.21KClosed |
$145K - $173K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.15KClosed |
$377K - $450K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
293New |
$35.1K - $41.8K
|
293
$42.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
6+ 0.35% |
$719 - $857
|
1.7K
$245K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.36M- 99.27% |
$163M - $194M
|
10K
$1.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.16K- 22.99% |
$139K - $165K
|
3.88K
$559K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.95KNew |
$234K - $279K
|
1.95K
$281K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.45K- 3.77% |
$174K - $208K
|
37.1K
$5.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16Closed |
$1.92K - $2.29K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-294Closed |
$35.2K - $42K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
82+ 0.39% |
$9.83K - $11.7K
|
21.3K
$3.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
28New |
$3.36K - $4K
|
28
$4.04K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
CALL |
-12KClosed |
$1.44M - $1.71M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
759New |
$91K - $108K
|
759
$109K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.05KClosed |
$245K - $292K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-476- 21.83% |
$57.1K - $68K
|
1.7K
$246K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
$269K - $320K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15New |
$1.8K - $2.14K
|
15
$2.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
451New |
$54.1K - $64.4K
|
451
$65K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$1.8K - $2.14K
|
15
$2.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-87- 15.82% |
$10.4K - $12.4K
|
463
$66.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-225Closed |
$27K - $32.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
19New |
$2.28K - $2.71K
|
19
$2.74K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.37KClosed |
$284K - $339K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$48K - $57.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-6.01K- 25.68% |
$721K - $858K
|
17.4K
$2.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-4.14K- 86.31% |
$496K - $591K
|
656
$94.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
323+ 8.28% |
$38.7K - $46.1K
|
4.23K
$609K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-100Closed |
$12K - $14.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-86- 13.33% |
$10.3K - $12.3K
|
559
$80.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-66KClosed |
$7.91M - $9.43M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-580- 18.59% |
$69.5K - $82.8K
|
2.54K
$366K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-340- 7.72% |
$40.8K - $48.6K
|
4.06K
$586K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
619+ 0.38% |
$74.2K - $88.4K
|
164K
$23.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.56K- 29.58% |
$188K - $223K
|
3.72K
$537K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
54+ 0.67% |
$6.47K - $7.71K
|
8.07K
$1.16M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-15.8KClosed |
$1.89M - $2.25M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-66.7KClosed |
$7.99M - $9.52M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
32.3KNew |
$3.88M - $4.62M
|
32.3K
$4.66M
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-116- 82.27% |
$14.7K - $16.2K
|
25
$3.6K
|
|
|
Oct 17, 2023
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
120KNew |
$15.2M - $16.7M
|
120K
$17.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.47KClosed |
$186K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-7KClosed |
$886K - $976K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
BUY
|
- |
150+ 7.89% |
$19K - $20.9K
|
2.05K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-7Closed |
$886 - $976
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
CALL |
-1KClosed |
$127K - $139K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-39.2KClosed |
$4.96M - $5.47M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.54KClosed |
$701K - $772K
|
0
$0
|
|