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, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
57New |
$7.35K - $7.96K
|
57
$8.65K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
30+ 1.57% |
$3.87K - $4.19K
|
1.94K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-162- 9.18% |
$20.9K - $22.6K
|
1.6K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-52- 14.77% |
$6.71K - $7.27K
|
300
$45.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-57.7K- 55.38% |
$7.44M - $8.06M
|
46.5K
$7.06M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.12K
|
19.1K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.67K- 5.52% |
$861K - $932K
|
114K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7+ 0.43% |
$903 - $978
|
1.64K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.65K- 40.44% |
$213K - $231K
|
2.43K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.3K- 0.92% |
$942K - $1.02M
|
784K
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75.2K+ 917.33% |
$9.71M - $10.5M
|
83.4K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.95K+ 85.05% |
$638K - $691K
|
10.8K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 4.63% |
$1.7M - $1.85M
|
272K
$41.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-318- 5.04% |
$41K - $44.4K
|
6K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
97+ 5.92% |
$12.5K - $13.6K
|
1.74K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-28.8K- 67.23% |
$3.71M - $4.02M
|
14K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
161K+ 48.38% |
$20.8M - $22.5M
|
495K
$75.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
806+ 0.8% |
$104K - $113K
|
102K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
979KNew |
$126M - $137M
|
979K
$149M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.08% |
$129 - $140
|
1.18K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 14.99% |
$161K - $175K
|
7.08K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2K+ 21.92% |
$2.61M - $2.83M
|
112K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-264- 1.88% |
$34.1K - $36.9K
|
13.7K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-440- 2.13% |
$56.8K - $61.5K
|
20.3K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
291+ 2.17% |
$37.5K - $40.7K
|
13.7K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51KNew |
$195K - $211K
|
1.51K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-159- 2.91% |
$20.5K - $22.2K
|
5.31K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.8K- 9.66% |
$491K - $531K
|
35.6K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.66K- 33.03% |
$343K - $372K
|
5.4K
$820K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.9K- 38.09% |
$2.44M - $2.65M
|
30.8K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-793K- 99.26% |
$102M - $111M
|
5.93K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.8K- 38.16% |
$1.91M - $2.07M
|
24K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.38% |
$6.06K - $6.57K
|
12.3K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.49K+ 105.21% |
$708K - $767K
|
10.7K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.04K- 11.03% |
$134K - $145K
|
8.39K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.7K- 16.06% |
$5.76M - $6.24M
|
234K
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17.3K- 71.64% |
$2.24M - $2.42M
|
6.86K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-128- 5.52% |
$16.5K - $17.9K
|
2.19K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.55% |
$1.29K - $1.4K
|
1.82K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 63.64% |
$5.42K - $5.87K
|
108
$16.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.85KNew |
$238K - $258K
|
1.85K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-124- 4.5% |
$16K - $17.3K
|
2.63K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.75K+ 61.88% |
$1.26M - $1.36M
|
25.5K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-63- 10.82% |
$8.13K - $8.8K
|
519
$78.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-204K- 22.54% |
$26.3M - $28.5M
|
700K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.74K- 15.23% |
$482K - $522K
|
20.8K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-426- 11.0% |
$55K - $59.5K
|
3.45K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.8K- 39.51% |
$2.81M - $3.05M
|
33.4K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-246- 0.68% |
$31.7K - $34.4K
|
35.8K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-399K- 5.83% |
$51.4M - $55.7M
|
6.44M
$977M
|
|