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 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
777+ 4.66% |
$100K - $112K
|
17.4K
$2.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 1.67% |
$3.48K - $3.9K
|
1.65K
$223K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
355+ 9.25% |
$45.7K - $51.2K
|
4.19K
$568K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-275- 11.03% |
$35.4K - $39.7K
|
2.22K
$301K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 34.22% |
$231K - $259K
|
3.45K
$468K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-71- 15.71% |
$9.77K - $10.6K
|
381
$51.7K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.45K- 0.26% |
$199K - $217K
|
560K
$76M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
184+ 4.09% |
$25.3K - $27.5K
|
4.68K
$635K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
778+ 5.06% |
$107K - $116K
|
16.1K
$2.19M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4+ 66.67% |
$550 - $599
|
10
$1.36K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
639+ 6.85% |
$87.9K - $95.6K
|
9.96K
$1.35M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.12K+ 117.26% |
$567K - $616K
|
7.63K
$1.03M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-26.8K- 37.42% |
$3.69M - $4.02M
|
44.9K
$6.09M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.24K - $1.35K
|
9
$1.22K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.8K- 15.49% |
$2.87M - $3.12M
|
114K
$15.4M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17K- 83.35% |
$2.34M - $2.55M
|
3.4K
$461K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.75K- 19.91% |
$516K - $561K
|
15.1K
$2.04M
|
|
|
May 23, 2025
Q1 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
123KNew |
$17M - $18.5M
|
123K
$16.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 32.4% |
$1.42M - $1.55M
|
21.6K
$2.93M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.78K- 25.34% |
$245K - $266K
|
5.24K
$711K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-9- 0.33% |
$1.24K - $1.35K
|
2.7K
$366K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$206K - $224K
|
1.5K
$203K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.76K+ 82.05% |
$242K - $263K
|
3.89K
$528K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 15.13% |
$229K - $249K
|
9.32K
$1.26M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.7KNew |
$1.47M - $1.6M
|
10.7K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$116K - $126K
|
844
$114K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
318+ 14.37% |
$43.8K - $47.6K
|
2.53K
$343K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
80+ 2.75% |
$11K - $12K
|
2.99K
$406K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.46K+ 15.14% |
$476K - $518K
|
26.3K
$3.57M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$275 - $299
|
815
$111K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-766- 26.22% |
$105K - $115K
|
2.16K
$292K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
240K+ 130.3% |
$33M - $35.9M
|
424K
$57.5M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.53K+ 107.21% |
$1.17M - $1.28M
|
16.5K
$2.23M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-19- 26.76% |
$2.61K - $2.84K
|
52
$7.05K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.87K- 11.85% |
$532K - $579K
|
28.8K
$3.9M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-202- 3.33% |
$27.8K - $30.2K
|
5.86K
$795K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
63+ 95.45% |
$8.67K - $9.43K
|
129
$17.5K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
126+ 4.44% |
$17.3K - $18.9K
|
2.96K
$402K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 4.18% |
$4.13K - $4.49K
|
748
$101K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
128+ 38.1% |
$17.6K - $19.2K
|
464
$62.9K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-319- 17.08% |
$43.9K - $47.7K
|
1.55K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-508K- 92.6% |
$70M - $76.1M
|
40.6K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
1.25MNew |
$172M - $187M
|
1.25M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121K- 20.13% |
$16.6M - $18.1M
|
480K
$65.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-18.8K- 24.78% |
$2.58M - $2.81M
|
57K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
306New |
$42.1K - $45.8K
|
306
$41.5K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5K- 25.0% |
$688K - $748K
|
15K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-138- 26.9% |
$19K - $20.7K
|
375
$50.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 1.12% |
$138 - $150
|
90
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.06K- 97.25% |
$146K - $159K
|
30
$4.07K
|
|