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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2019
Q4 2018
|
Howard Capital Management Inc.
|
SELL
|
- |
-182KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.34KNew |
N/A
|
7.34K
$1.08M
|
|
|
Nov 14, 2018
Q3 2018
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-30.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-27KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-72KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-321Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.2MNew |
N/A
|
1.2M
$176M
|
|
|
Nov 13, 2018
Q3 2018
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-339KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.63KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
New Capital Management LP
|
SELL
|
- |
-209Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Nov 06, 2023
Q2 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Ae Wealth Management LLC
|
BUY
|
PUT |
1KNew |
N/A
|
1K
$146K
|
|
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
CALL |
-500KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$1.6M
|
|
|
Aug 13, 2018
Q2 2018
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-7.9KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Brightworth
|
SELL
|
- |
-2.7KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.92KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.2K+ 933.59% |
N/A
|
1.32K
$194K
|
|
|
Jul 31, 2018
Q2 2018
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
5KNew |
N/A
|
5K
$732K
|
|
|
Jul 26, 2018
Q2 2018
|
Excalibur Management Corp
|
SELL
|
- |
-3.94KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-14.2K- 82.92% |
N/A
|
2.93K
$428K
|
|
|
Oct 29, 2018
Q1 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-46KClosed |
N/A
|
0
$0
|
|
|
May 18, 2018
Q1 2018
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-87.1KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-8.06KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-560Closed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Regis Management CO LLC
|
SELL
|
- |
-24.9KClosed |
N/A
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
PUT |
-2KClosed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-492Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 20, 2018
Q4 2017
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-144KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
CALL |
-28.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
1MNew |
N/A
|
1M
$146M
|
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-4.99KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-326Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-150KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 29, 2020
Q3 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
1KNew |
N/A
|
1K
$146K
|
|
|
Nov 14, 2017
Q3 2017
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|