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 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
216New |
$31K - $34K
|
216
$29.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
216+ 23.05% |
$31K - $34K
|
1.15K
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$29.8K - $32.7K
|
208
$28.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
208+ 5.37% |
$29.8K - $32.7K
|
4.08K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
207+ 7.32% |
$29.7K - $32.5K
|
3.03K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
206+ 0.12% |
$29.5K - $32.4K
|
176K
$24.3M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
206+ 1.52% |
$29.5K - $32.4K
|
13.8K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
204+ 9.78% |
$29.2K - $32.1K
|
2.29K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
203+ 14.77% |
$29.1K - $31.9K
|
1.58K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
200+ 20.41% |
$28.7K - $31.4K
|
1.18K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
196+ 8.04% |
$28.1K - $30.8K
|
2.63K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
192+ 0.57% |
$27.5K - $30.2K
|
34.1K
$4.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
191+ 23.61% |
$27.4K - $30K
|
1K
$138K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
187+ 0.83% |
$26.8K - $29.4K
|
22.7K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
186+ 11.52% |
$26.7K - $29.2K
|
1.8K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
185+ 52.26% |
$26.5K - $29.1K
|
539
$74.2K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
182+ 0.27% |
$26.1K - $28.6K
|
66.4K
$9.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
180+ 2.57% |
$25.8K - $28.3K
|
7.17K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
179+ 3.64% |
$25.7K - $28.1K
|
5.1K
$702K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
178+ 3.37% |
$25.5K - $28K
|
5.47K
$752K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
175+ 1.02% |
$25.1K - $27.5K
|
17.3K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
175+ 194.44% |
$25.1K - $27.5K
|
265
$36.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
174+ 1.29% |
$24.9K - $27.4K
|
13.7K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
165+ 5.3% |
$23.6K - $25.9K
|
3.28K
$451K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
163+ 8150.0% |
$23.4K - $25.6K
|
165
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
161+ 27.2% |
$23.1K - $25.3K
|
753
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
153+ 17.57% |
$21.9K - $24.1K
|
1.02K
$141K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
151+ 3.77% |
$21.6K - $23.7K
|
4.15K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
149+ 2.29% |
$21.4K - $23.4K
|
6.67K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 3.95% |
$21.4K - $23.4K
|
3.92K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
149+ 3.65% |
$21.4K - $23.4K
|
4.23K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
146+ 0.69% |
$20.9K - $23K
|
21.4K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
144+ 6.59% |
$20.6K - $22.6K
|
2.33K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
142+ 100.0% |
$20.3K - $22.3K
|
284
$39.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
141+ 1.89% |
$20.2K - $22.2K
|
7.59K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
140+ 5.59% |
$20.1K - $22K
|
2.65K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
140+ 6.02% |
$20.1K - $22K
|
2.46K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
140+ 2.18% |
$20.1K - $22K
|
6.56K
$903K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 0.6% |
$19.9K - $21.9K
|
23.4K
$3.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$631K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
132+ 7.86% |
$18.9K - $20.8K
|
1.81K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
131+ 1.77% |
$18.8K - $20.6K
|
7.55K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
130+ 4.28% |
$18.6K - $20.4K
|
3.17K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
128+ 0.46% |
$18.3K - $20.1K
|
28.2K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
125+ 7.31% |
$17.9K - $19.7K
|
1.84K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124New |
$17.8K - $19.5K
|
124
$17.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
122New |
$17.5K - $19.2K
|
122
$16.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
116+ 5.77% |
$16.6K - $18.2K
|
2.13K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
115+ 2.64% |
$16.5K - $18.1K
|
4.48K
$616K
|