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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-355- 9.47% |
$50.9K - $55.8K
|
3.39K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-346- 2.46% |
$49.6K - $54.4K
|
13.7K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
503+ 5.91% |
$72.1K - $79.1K
|
9.01K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 17.65% |
$43K - $47.2K
|
2K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 20.19% |
$202K - $222K
|
8.4K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.52KNew |
$1.36M - $1.5M
|
9.52K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.74K- 6.19% |
$250K - $274K
|
26.4K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.8K- 16.78% |
$4.12M - $4.52M
|
143K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
48.5K+ 171.41% |
$6.96M - $7.63M
|
76.9K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.08K+ 4.39% |
$155K - $170K
|
25.8K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.64K- 7.63% |
$235K - $258K
|
19.8K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-500K- 89.35% |
$71.7M - $78.7M
|
59.6K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-30- 1.6% |
$4.3K - $4.72K
|
1.85K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-674- 12.11% |
$96.6K - $106K
|
4.89K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111K+ 205.16% |
$16M - $17.5M
|
166K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.31% |
$860 - $943
|
1.95K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
915+ 39.66% |
$131K - $144K
|
3.22K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
217K+ 3.19% |
$31.1M - $34.1M
|
7.02M
$1.03B
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-355K- 54.21% |
$50.9M - $55.9M
|
300K
$44.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
950+ 2.69% |
$136K - $149K
|
36.3K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5- 0.2% |
$717 - $786
|
2.52K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.13K- 1.74% |
$592K - $649K
|
233K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.44KNew |
$207K - $227K
|
1.44K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.44% |
$224K - $245K
|
46.9K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-844- 9.85% |
$121K - $133K
|
7.73K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.74K- 1.74% |
$536K - $588K
|
211K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.96K- 29.3% |
$280K - $307K
|
4.72K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
179+ 3.64% |
$25.7K - $28.1K
|
5.1K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 0.41% |
$352K - $386K
|
596K
$87.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 384.62% |
$71.7K - $78.6K
|
630
$92.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
816+ 0.13% |
$117K - $128K
|
608K
$89.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-853- 2.58% |
$122K - $134K
|
32.2K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 4.52% |
$279K - $307K
|
41.2K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.8K- 12.55% |
$4.41M - $4.84M
|
215K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-319- 7.22% |
$45.7K - $50.2K
|
4.1K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-145- 0.46% |
$20.8K - $22.8K
|
31.7K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 6.62% |
$5.59K - $6.13K
|
628
$92.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-149- 0.6% |
$21.4K - $23.4K
|
24.7K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
5.68KNew |
$813K - $892K
|
5.68K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
921New |
$132K - $145K
|
921
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.72K+ 97.49% |
$389K - $427K
|
5.51K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.36% |
$430 - $472
|
828
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-7- 0.37% |
$1K - $1.1K
|
1.87K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-94.7K- 41.25% |
$13.6M - $14.9M
|
135K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-375- 2.87% |
$53.7K - $59K
|
12.7K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-50- 1.25% |
$7.17K - $7.86K
|
3.94K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-669- 5.71% |
$95.9K - $105K
|
11K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84+ 1.68% |
$12K - $13.2K
|
5.09K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-43.7K- 10.06% |
$6.26M - $6.87M
|
391K
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.44K- 2.74% |
$206K - $226K
|
51.1K
$7.53M
|