Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
287K+ 157.56% |
$39.2M - $44.5M
|
470K
$69M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272K+ 9.63% |
$37M - $42.1M
|
3.09M
$454M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 8.18% |
$35.4M - $40.2M
|
3.43M
$504M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
258K+ 10.59% |
$35.2M - $39.9M
|
2.69M
$396M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
122K+ 45.79% |
$16.6M - $18.9M
|
389K
$57.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
89.7K+ 1163.2% |
$12.2M - $13.9M
|
97.4K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
55.6K+ 225.33% |
$7.57M - $8.6M
|
80.2K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.6K+ 17.03% |
$7.45M - $8.45M
|
375K
$55.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51.8K+ 340.28% |
$7.06M - $8.02M
|
67K
$9.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
40.2K+ 1946.83% |
$5.48M - $6.23M
|
42.3K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$5.18M - $5.88M
|
38K
$5.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
34.2KNew |
$4.66M - $5.3M
|
34.2K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
25.5K+ 66.37% |
$3.48M - $3.95M
|
64K
$9.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.5KNew |
$3.48M - $3.95M
|
25.5K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
23.9KNew |
$3.26M - $3.7M
|
23.9K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.8K+ 148.03% |
$3.25M - $3.69M
|
39.9K
$5.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.2K+ 57.48% |
$3.02M - $3.43M
|
60.7K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
22.1K+ 521.14% |
$3.01M - $3.41M
|
26.3K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
20.3K+ 89.94% |
$2.76M - $3.14M
|
42.8K
$6.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20.1K+ 23.49% |
$2.74M - $3.11M
|
106K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$2.69M - $3.05M
|
19.7K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 36.19% |
$2.68M - $3.05M
|
74.1K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
18.8K+ 32.06% |
$2.57M - $2.91M
|
77.6K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.4K+ 312.94% |
$2.51M - $2.84M
|
24.3K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.6KNew |
$2.27M - $2.58M
|
16.6K
$2.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 14.79% |
$2.14M - $2.43M
|
122K
$17.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$2.07M - $2.35M
|
15.2K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.1K+ 423.45% |
$2.06M - $2.34M
|
18.7K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15K+ 416.49% |
$2.05M - $2.32M
|
18.6K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 11.12% |
$2.03M - $2.31M
|
149K
$21.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 2.39% |
$1.78M - $2.03M
|
561K
$82.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 19.66% |
$1.78M - $2.02M
|
79.5K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.76M - $2M
|
12.9K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 100.76% |
$1.72M - $1.96M
|
25.2K
$3.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.2K+ 8.86% |
$1.67M - $1.89M
|
150K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 6.61% |
$1.64M - $1.86M
|
194K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.4KNew |
$1.56M - $1.77M
|
11.4K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.55M - $1.76M
|
11.4K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$1.52M - $1.73M
|
11.2K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.1K+ 54.54% |
$1.51M - $1.72M
|
31.4K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10.8KNew |
$1.47M - $1.67M
|
10.8K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$1.41M - $1.61M
|
10.4K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.9K+ 99.53% |
$1.35M - $1.53M
|
19.8K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.86KNew |
$1.34M - $1.52M
|
9.86K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.55K+ 11.34% |
$1.3M - $1.48M
|
93.8K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.53K+ 11.76% |
$1.3M - $1.47M
|
90.6K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.08K+ 18.5% |
$1.24M - $1.4M
|
58.1K
$8.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9KNew |
$1.23M - $1.39M
|
9K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.73KNew |
$1.19M - $1.35M
|
8.73K
$1.28M
|