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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
505+ 2.12% |
$72.4K - $79.4K
|
24.4K
$3.35M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
503+ 5.91% |
$72.1K - $79.1K
|
9.01K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 384.62% |
$71.7K - $78.6K
|
630
$86.7K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
500+ 6.61% |
$71.7K - $78.6K
|
8.06K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
499+ 27.28% |
$71.5K - $78.5K
|
2.33K
$320K
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$67.4K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
482+ 9.19% |
$69.1K - $75.8K
|
5.73K
$788K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
481+ 5.52% |
$68.9K - $75.6K
|
9.19K
$1.26M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
474+ 3.1% |
$67.9K - $74.5K
|
15.8K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
455+ 8.06% |
$65.2K - $71.5K
|
6.1K
$839K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
455+ 1.71% |
$65.2K - $71.5K
|
27.1K
$3.73M
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
450+ 5.24% |
$64.5K - $70.8K
|
9.05K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
449+ 13.05% |
$64.3K - $70.6K
|
3.89K
$535K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
441+ 0.67% |
$63.2K - $69.3K
|
66.4K
$9.14M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
433+ 2.08% |
$62K - $68.1K
|
21.2K
$2.92M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
431+ 559.74% |
$61.8K - $67.8K
|
508
$69.9K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
430+ 23.74% |
$61.6K - $67.6K
|
2.24K
$308K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
430+ 3.62% |
$61.6K - $67.6K
|
12.3K
$1.69M
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
430+ 0.71% |
$61.6K - $67.6K
|
60.9K
$8.37M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
429+ 22.64% |
$61.5K - $67.5K
|
2.32K
$320K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
427+ 15.63% |
$61.2K - $67.1K
|
3.16K
$435K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
419+ 2.83% |
$60K - $65.9K
|
15.2K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
418+ 11.77% |
$59.9K - $65.7K
|
3.97K
$546K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
418+ 2.39% |
$59.9K - $65.7K
|
17.9K
$2.47M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$58.2K - $63.8K
|
406
$55.9K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
405+ 2.21% |
$58K - $63.7K
|
18.7K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
401+ 0.76% |
$57.5K - $63.1K
|
52.9K
$7.27M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
400+ 10.95% |
$57.3K - $62.9K
|
4.05K
$557K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
400+ 10.08% |
$57.3K - $62.9K
|
4.37K
$601K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
399+ 16.26% |
$57.2K - $62.7K
|
2.85K
$392K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
398+ 6.8% |
$57K - $62.6K
|
6.25K
$859K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
392+ 1.42% |
$56.2K - $61.6K
|
28K
$3.85M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
389+ 24.31% |
$55.7K - $61.2K
|
1.99K
$274K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
385+ 3.31% |
$55.2K - $60.5K
|
12K
$1.65M
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
384+ 0.55% |
$55K - $60.4K
|
69.8K
$9.6M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
375+ 5.85% |
$53.7K - $59K
|
6.78K
$933K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
374+ 7.7% |
$53.6K - $58.8K
|
5.23K
$719K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
368+ 0.2% |
$52.7K - $57.9K
|
181K
$25M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
368+ 25.75% |
$52.7K - $57.9K
|
1.8K
$247K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$266K
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
366+ 1.03% |
$52.4K - $57.5K
|
35.7K
$4.92M
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
354+ 10.21% |
$50.7K - $55.7K
|
3.82K
$526K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
353+ 4.61% |
$50.6K - $55.5K
|
8.01K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351+ 102.33% |
$50.3K - $55.2K
|
694
$95.5K
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
350+ 0.84% |
$50.2K - $55K
|
42.1K
$5.79M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$48K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
349+ 1.67% |
$50K - $54.9K
|
21.2K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
345+ 4.26% |
$49.4K - $54.2K
|
8.45K
$1.16M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
344+ 5.69% |
$49.3K - $54.1K
|
6.39K
$879K
|