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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-227- 53.16% |
$28.7K - $31.7K
|
200
$27.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-465- 78.81% |
$58.8K - $64.8K
|
125
$17K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.64KClosed |
$207K - $228K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-87Closed |
$11K - $12.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.46KClosed |
$185K - $203K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
327+ 109.0% |
$41.4K - $45.6K
|
627
$85K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.2KClosed |
$1.28M - $1.42M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-242- 44.65% |
$30.6K - $33.7K
|
300
$40.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$151K - $167K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-15.7KClosed |
$1.98M - $2.18M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.03K+ 28.34% |
$510K - $562K
|
18.3K
$2.48M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.92KNew |
$369K - $407K
|
2.92K
$396K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50+ 1.0% |
$6.33K - $6.97K
|
5.03K
$682K
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-10.3KClosed |
$1.31M - $1.44M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$501 - $566
|
4
$542
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-405KClosed |
$50.7M - $57.3M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-786Closed |
$98.5K - $111K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
CALL |
-525KClosed |
$65.8M - $74.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.41M
|
10K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-370KClosed |
$46.4M - $52.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 34.25% |
$188K - $212K
|
2.88K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
PUT |
392KNew |
$49.2M - $55.5M
|
392K
$53.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.63KClosed |
$330K - $372K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$6.27K - $7.07K
|
50
$6.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
CALL |
-54KClosed |
$6.77M - $7.64M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178New |
$22.3K - $25.2K
|
178
$24.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-11.7K- 5.07% |
$1.47M - $1.66M
|
219K
$29.7M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-4.08KClosed |
$512K - $577K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-110Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
40K+ 400.0% |
$5.01M - $5.66M
|
50K
$6.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2KNew |
$251K - $283K
|
2K
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
195New |
$24.4K - $27.6K
|
195
$26.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.96KClosed |
$245K - $277K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
6.06KNew |
$759K - $857K
|
6.06K
$822K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-234KClosed |
$29.4M - $33.2M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-127Closed |
$15.9K - $18K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
13.7KNew |
$1.72M - $1.94M
|
13.7K
$1.86M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-38.6KClosed |
$4.84M - $5.46M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-50- 6.21% |
$6.27K - $7.07K
|
755
$102K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-1.84KClosed |
$230K - $260K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.58KClosed |
$198K - $224K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$201K - $227K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$2.51K - $2.83K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-24Closed |
$3.01K - $3.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-3.37KClosed |
$423K - $477K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
26New |
$3.26K - $3.68K
|
26
$3.53K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.59KClosed |
$199K - $225K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
51.9KNew |
$6.5M - $7.34M
|
51.9K
$7.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
142New |
$17.8K - $20.1K
|
142
$19.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
CALL |
2.3KNew |
$288K - $325K
|
2.3K
$312K
|
|