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 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$1.4M - $1.61M
|
11.5K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 1.45% |
$475K - $546K
|
273K
$37M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
1.48KNew |
$180K - $207K
|
1.48K
$201K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$18.3K - $21K
|
150
$20.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.19K+ 151.26% |
$754K - $867K
|
10.3K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-64- 1.36% |
$7.8K - $8.97K
|
4.63K
$628K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.53KNew |
$187K - $215K
|
1.53K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
665New |
$81K - $93.2K
|
665
$90.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.24K+ 86.97% |
$395K - $454K
|
6.97K
$946K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$6.09K - $7.01K
|
50
$6.78K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
918+ 35.15% |
$112K - $129K
|
3.53K
$479K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-60- 1.95% |
$7.31K - $8.41K
|
3.02K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
2.25KNew |
$274K - $315K
|
2.25K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.38KNew |
$290K - $333K
|
2.38K
$322K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$271K - $311K
|
2.22K
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.08K- 5.51% |
$253K - $291K
|
35.7K
$4.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.54KNew |
$187K - $215K
|
1.54K
$208K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
29+ 1.55% |
$3.53K - $4.06K
|
1.9K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
840New |
$102K - $118K
|
840
$114K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.59KNew |
$193K - $222K
|
1.59K
$215K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.77KNew |
$338K - $389K
|
2.77K
$376K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2KNew |
$244K - $280K
|
2K
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20New |
$2.44K - $2.8K
|
20
$2.71K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-377- 7.93% |
$45.9K - $52.8K
|
4.38K
$593K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
874KNew |
$106M - $122M
|
874K
$118M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-112- 6.01% |
$13.6K - $15.7K
|
1.75K
$238K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.79KNew |
$339K - $390K
|
2.79K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-8- 1.13% |
$975 - $1.12K
|
700
$94.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$609 - $701
|
5
$678
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.81% |
$224K - $258K
|
36.4K
$4.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 9.54% |
$54.8K - $63K
|
5.17K
$701K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
12.4KNew |
$1.51M - $1.74M
|
12.4K
$1.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-949- 19.01% |
$116K - $133K
|
4.04K
$548K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.5KNew |
$183K - $211K
|
1.5K
$204K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
502New |
$61.2K - $70.3K
|
502
$68.1K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
611+ 5.23% |
$74.5K - $85.6K
|
12.3K
$1.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$205K - $235K
|
1.68K
$228K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54New |
$6.58K - $7.57K
|
54
$7.32K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-295- 36.15% |
$35.9K - $41.3K
|
521
$70.6K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.89K+ 8.41% |
$352K - $404K
|
37.2K
$5.05M
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-25.8K- 99.61% |
$3.12M - $3.46M
|
100
$13.6K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-151K- 83.81% |
$18.3M - $20.3M
|
29.2K
$3.96M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-215K- 47.4% |
$26M - $28.8M
|
238K
$32.3M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.9K- 49.9% |
$1.32M - $1.47M
|
11K
$1.49M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 2.74% |
$11.1K - $12.4K
|
3.26K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.45K- 17.0% |
$176K - $195K
|
7.09K
$962K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.61K+ 28.75% |
$195K - $216K
|
7.2K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-100- 8.33% |
$12.1K - $13.4K
|
1.1K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.23K- 51.79% |
$270K - $299K
|
2.07K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51+ 6.04% |
$6.18K - $6.85K
|
895
$121K
|
|