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 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.42KNew |
$203K - $223K
|
1.42K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.4K+ 19.54% |
$3.2M - $3.52M
|
137K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.6KNew |
$3.24M - $3.56M
|
22.6K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
7.73KNew |
$1.11M - $1.22M
|
7.73K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.89K+ 20.03% |
$270K - $297K
|
11.3K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-180K- 78.78% |
$25.8M - $28.3M
|
48.5K
$7.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-185- 9.4% |
$26.5K - $29.1K
|
1.78K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.53K- 21.77% |
$219K - $240K
|
5.5K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-843K- 58.01% |
$121M - $133M
|
610K
$89.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 0.31% |
$9.74K - $10.7K
|
22.3K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-114K- 95.17% |
$16.4M - $18M
|
5.8K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
186+ 11.52% |
$26.7K - $29.2K
|
1.8K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.75KNew |
$251K - $275K
|
1.75K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-12KClosed |
$1.72M - $1.89M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$225K - $246K
|
1.57K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.05K- 16.69% |
$151K - $165K
|
5.25K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.76K+ 3.64% |
$251K - $276K
|
49.9K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7+ 0.29% |
$1K - $1.1K
|
2.45K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$234K - $256K
|
1.63K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 2.39% |
$242K - $265K
|
69K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-15.8K- 26.06% |
$2.26M - $2.48M
|
44.8K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
389+ 24.31% |
$55.7K - $61.2K
|
1.99K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6K+ 29.82% |
$515K - $565K
|
15.6K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14.4K+ 47.19% |
$2.06M - $2.26M
|
44.8K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fore Capital, LLC
|
BUY
|
- |
10KNew |
$1.43M - $1.57M
|
10K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.79% |
$4.59K - $5.03K
|
4.03K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-45.5K- 67.88% |
$6.53M - $7.16M
|
21.6K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16+ 0.13% |
$2.29K - $2.52K
|
12.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
916+ 7.84% |
$131K - $144K
|
12.6K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-776- 0.72% |
$111K - $122K
|
106K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.42K- 13.66% |
$634K - $695K
|
27.9K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
418+ 11.77% |
$59.9K - $65.7K
|
3.97K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.1% |
$860 - $943
|
6.25K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.26KNew |
$753K - $827K
|
5.26K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
165+ 5.3% |
$23.6K - $25.9K
|
3.28K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7- 0.35% |
$1K - $1.1K
|
2K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
128+ 0.46% |
$18.3K - $20.1K
|
28.2K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
131+ 1.77% |
$18.8K - $20.6K
|
7.55K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.73K- 13.44% |
$247K - $272K
|
11.1K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 67.06% |
$1.65M - $1.81M
|
28.7K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10+ 0.18% |
$1.43K - $1.57K
|
5.62K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.11% |
$573 - $629
|
3.56K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.09K+ 23.64% |
$156K - $171K
|
5.68K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
18.8KNew |
$2.69M - $2.95M
|
18.8K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-6- 0.03% |
$860 - $943
|
20.9K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 5.08% |
$7.17K - $7.86K
|
934
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.2K- 2.8% |
$2.75M - $3.02M
|
666K
$98.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.84K- 34.67% |
$264K - $290K
|
3.47K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-15- 0.35% |
$2.15K - $2.36K
|
4.31K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 17.67% |
$303K - $332K
|
14.1K
$2.07M
|