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 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.14K- 23.47% |
$147K - $164K
|
3.71K
$503K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-141- 2.13% |
$18.2K - $20.3K
|
6.49K
$880K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
197+ 4.85% |
$25.4K - $28.4K
|
4.26K
$578K
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-406- 13.06% |
$52.3K - $58.6K
|
2.7K
$367K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.87K- 49.51% |
$627K - $703K
|
4.97K
$673K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41K+ 24.05% |
$826K - $925K
|
33.1K
$4.48M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 0.35% |
$12.5K - $14K
|
28K
$3.8M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-811- 22.55% |
$104K - $117K
|
2.79K
$378K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
604+ 7.74% |
$77.8K - $87.2K
|
8.4K
$1.14M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-139- 0.77% |
$17.9K - $20.1K
|
18K
$2.44M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.11KNew |
$915K - $1.03M
|
7.11K
$964K
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.57K- 69.45% |
$718K - $804K
|
2.45K
$332K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
180+ 1.82% |
$23.2K - $26K
|
10.1K
$1.37M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-110- 4.98% |
$14.2K - $15.9K
|
2.1K
$285K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
239+ 9.5% |
$30.8K - $34.5K
|
2.76K
$374K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.35K- 17.2% |
$303K - $339K
|
11.3K
$1.54M
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-20.1K- 25.97% |
$2.58M - $2.9M
|
57.2K
$7.76M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-139- 1.01% |
$17.9K - $20.1K
|
13.7K
$1.85M
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
93+ 1.89% |
$12K - $13.4K
|
5K
$678K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.7K+ 80.41% |
$1.51M - $1.69M
|
26.3K
$3.56M
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.17KNew |
$408K - $457K
|
3.17K
$429K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.27% |
$386 - $433
|
1.11K
$151K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217+ 7.67% |
$27.9K - $31.3K
|
3.05K
$413K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.57K- 5.64% |
$202K - $226K
|
26.2K
$3.55M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
816+ 3.28% |
$105K - $118K
|
25.7K
$3.48M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.19K+ 39.31% |
$153K - $171K
|
4.21K
$571K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45+ 0.68% |
$5.79K - $6.49K
|
6.7K
$909K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.0% |
$258 - $289
|
203
$27.5K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-256- 4.69% |
$33K - $36.9K
|
5.2K
$705K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-80- 91.95% |
$10.3K - $11.5K
|
7
$949
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-995- 2.37% |
$128K - $144K
|
41K
$5.57M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.03K+ 160.73% |
$391K - $438K
|
4.92K
$667K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3.62K- 16.47% |
$466K - $523K
|
18.4K
$2.49M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.19% |
$258 - $289
|
1.03K
$140K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-127K- 96.89% |
$16.3M - $18.3M
|
4.07K
$551K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-484- 20.02% |
$62.3K - $69.8K
|
1.93K
$262K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10.4K- 47.61% |
$1.34M - $1.5M
|
11.4K
$1.55M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
160+ 3.32% |
$20.6K - $23.1K
|
4.99K
$676K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
543+ 31.79% |
$69.9K - $78.4K
|
2.25K
$305K
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
271+ 0.63% |
$34.9K - $39.1K
|
43.1K
$5.84M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-92- 2.01% |
$11.8K - $13.3K
|
4.48K
$607K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-613- 1.01% |
$78.9K - $88.5K
|
60.1K
$8.14M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-403- 14.63% |
$51.9K - $58.2K
|
2.35K
$319K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.95K+ 3.59% |
$251K - $282K
|
56.4K
$7.65M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 28.18% |
$149K - $167K
|
2.95K
$400K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
575+ 3.48% |
$74K - $83K
|
17.1K
$2.32M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
747+ 9.72% |
$96.2K - $108K
|
8.43K
$1.14M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
877+ 4.07% |
$113K - $127K
|
22.4K
$3.04M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.1K- 10.74% |
$142K - $159K
|
9.16K
$1.24M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 0.53% |
$2.06K - $2.31K
|
2.98K
$404K
|