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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
990+ 495.0% |
$135K - $153K
|
1.19K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
989+ 21.89% |
$135K - $153K
|
5.51K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
985+ 13.62% |
$134K - $152K
|
8.22K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 1.45% |
$134K - $152K
|
68.4K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
976+ 20.77% |
$133K - $151K
|
5.67K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
976+ 9.13% |
$133K - $151K
|
11.7K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
963+ 8.04% |
$131K - $149K
|
12.9K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
961New |
$131K - $149K
|
961
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
945+ 0.71% |
$129K - $146K
|
134K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
939+ 3.51% |
$128K - $145K
|
27.7K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
936New |
$128K - $145K
|
936
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922+ 51.71% |
$126K - $143K
|
2.71K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
911+ 17.83% |
$124K - $141K
|
6.02K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
889+ 8.41% |
$121K - $138K
|
11.5K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
879+ 2.73% |
$120K - $136K
|
33K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
871+ 1.64% |
$119K - $135K
|
54K
$8.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
869+ 12.85% |
$118K - $134K
|
7.63K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
861+ 97.18% |
$117K - $133K
|
1.75K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
834+ 5.2% |
$114K - $129K
|
16.9K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
831+ 9.8% |
$113K - $129K
|
9.31K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
830+ 11.3% |
$113K - $128K
|
8.18K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
830+ 8.54% |
$113K - $128K
|
10.5K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
815+ 17.2% |
$111K - $126K
|
5.55K
$829K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
804+ 3.01% |
$110K - $124K
|
27.5K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
798+ 1.83% |
$109K - $123K
|
44.5K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
798+ 4.13% |
$109K - $123K
|
20.1K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
795+ 0.52% |
$108K - $123K
|
154K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
791+ 12.82% |
$108K - $122K
|
6.96K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
772+ 19.74% |
$105K - $119K
|
4.68K
$699K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
762+ 12.2% |
$104K - $118K
|
7.01K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
761+ 18.9% |
$104K - $118K
|
4.79K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
761+ 11.43% |
$104K - $118K
|
7.42K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
750New |
$102K - $116K
|
750
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
748+ 2.17% |
$102K - $116K
|
35.2K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
735+ 13.45% |
$100K - $114K
|
6.2K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
733+ 7.96% |
$99.9K - $113K
|
9.94K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
730+ 4.4% |
$99.5K - $113K
|
17.3K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
723+ 3.27% |
$98.5K - $112K
|
22.9K
$3.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
723+ 46.26% |
$98.5K - $112K
|
2.29K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
722+ 3.07% |
$98.4K - $112K
|
24.3K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
722+ 11.9% |
$98.4K - $112K
|
6.79K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 0.72% |
$98.3K - $112K
|
100K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
720+ 258.06% |
$98.1K - $111K
|
999
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
710+ 7.24% |
$96.8K - $110K
|
10.5K
$1.57M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
701+ 2.09% |
$95.5K - $108K
|
34.2K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
692+ 3.0% |
$94.3K - $107K
|
23.8K
$3.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
689+ 2.53% |
$93.9K - $107K
|
27.9K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
667+ 38.29% |
$90.9K - $103K
|
2.41K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
652+ 3.59% |
$88.9K - $101K
|
18.8K
$2.81M
|