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 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-197Closed |
$22.9K - $24.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.6KNew |
$186K - $202K
|
1.6K
$234K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.93KClosed |
$224K - $243K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-336KClosed |
$39.1M - $42.3M
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
9.28KNew |
$1.08M - $1.17M
|
9.28K
$1.36M
|
|
Q1 2021 | |||||||
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26New |
$2.88K - $3.08K
|
26
$3.8K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$2.32M - $2.48M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.52KClosed |
$279K - $299K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-248Closed |
$27.5K - $29.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-25KClosed |
$2.77M - $2.96M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-18.2KClosed |
$2.02M - $2.16M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-4.81KClosed |
$533K - $570K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
PUT |
-54KClosed |
$5.98M - $6.4M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.14KClosed |
$570K - $609K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.79KNew |
$752K - $804K
|
6.79K
$992K
|
|
May 13, 2021
Q1 2021
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-89.9KClosed |
$9.97M - $10.7M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.14KClosed |
$237K - $253K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
240New |
$26.6K - $28.4K
|
240
$35.1K
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-76Closed |
$8.42K - $9.01K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-40Closed |
$4.43K - $4.74K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-48Closed |
$5.32K - $5.69K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.1KClosed |
$676K - $723K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2.03KClosed |
$224K - $240K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-536Closed |
$59.4K - $63.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Symmetry Investments LP
|
SELL
|
PUT |
-60KClosed |
$6.65M - $7.11M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Forward Management, LLC
|
SELL
|
- |
-224KClosed |
$24.8M - $26.5M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100Closed |
$11.1K - $11.9K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-183Closed |
$20.3K - $21.7K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-439Closed |
$48.6K - $52K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.51KClosed |
$278K - $298K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
15+ 0.29% |
$1.66K - $1.78K
|
5.12K
$748K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$28.3K - $30.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-66Closed |
$7.31K - $7.82K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-5.5KClosed |
$609K - $652K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-860Closed |
$95.3K - $102K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Nippon Life Insurance CO
|
SELL
|
- |
-4.36MClosed |
$483M - $517M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.25KClosed |
$249K - $267K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.11KClosed |
$677K - $724K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8.45KClosed |
$936K - $1M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.42KClosed |
$268K - $286K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-54Closed |
$5.98K - $6.4K
|
0
$0
|
|
Q4 2020 | |||||||
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
485New |
$49.3K - $55K
|
485
$70.9K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6Closed |
$610 - $681
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-120Closed |
$12.2K - $13.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-410Closed |
$41.7K - $46.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-110Closed |
$11.2K - $12.5K
|
0
$0
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
1.11KNew |
$113K - $126K
|
1.11K
$162K
|
|
Feb 16, 2021
Q4 2020
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
100K+ 100.0% |
$10.2M - $11.3M
|
200K
$29.2M
|
|
Feb 16, 2021
Q4 2020
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
PUT |
-4.73KClosed |
$481K - $537K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.21MNew |
$124M - $138M
|
1.21M
$178M
|