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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
679+ 21.0% |
$94K - $99.9K
|
3.91K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
663+ 37.69% |
$91.8K - $97.5K
|
2.42K
$362K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
649+ 46.96% |
$89.8K - $95.5K
|
2.03K
$303K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
546+ 21.12% |
$75.6K - $80.3K
|
3.13K
$467K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 157.99% |
$69.8K - $74.1K
|
823
$123K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
497+ 95.76% |
$68.8K - $73.1K
|
1.02K
$152K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
405+ 27.0% |
$56.1K - $59.6K
|
1.91K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
385+ 113.91% |
$53.3K - $56.6K
|
723
$108K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
343+ 133.46% |
$47.5K - $50.5K
|
600
$89.6K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
255+ 14.83% |
$35.3K - $37.5K
|
1.98K
$295K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
205New |
$28.4K - $30.2K
|
205
$30.6K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
175New |
$24.2K - $25.7K
|
175
$26.1K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
172New |
$23.8K - $25.3K
|
172
$25.7K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
142New |
$19.7K - $20.9K
|
142
$21.2K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
132+ 825.0% |
$18.3K - $19.4K
|
148
$22.1K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
122+ 6.98% |
$16.9K - $17.9K
|
1.87K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
81+ 2.55% |
$11.2K - $11.9K
|
3.25K
$486K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 4.73% |
$10.4K - $11K
|
1.66K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$8.31K - $8.83K
|
60
$8.96K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
56+ 2.46% |
$7.75K - $8.24K
|
2.33K
$348K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
48+ 2.4% |
$6.64K - $7.06K
|
2.05K
$306K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
44+ 5.31% |
$6.09K - $6.47K
|
873
$130K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
37+ 10.95% |
$5.12K - $5.44K
|
375
$56K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32New |
$4.43K - $4.71K
|
32
$4.78K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
30New |
$4.15K - $4.41K
|
30
$4.48K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.66% |
$4.15K - $4.41K
|
4.61K
$687K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
29New |
$4.01K - $4.27K
|
29
$4.33K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 1.76% |
$3.46K - $3.68K
|
1.44K
$216K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$3.28K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$2.63K - $2.79K
|
19
$2.84K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$1.52K - $1.62K
|
11
$1.64K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.68% |
$1.38K - $1.47K
|
1.47K
$219K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6+ 0.14% |
$831 - $883
|
4.24K
$633K
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.3% |
$692 - $735
|
1.67K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$277 - $294
|
2
$299
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.43% |
$138 - $147
|
71
$10.6K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
396KNew |
$54.8M - $58.5M
|
396K
$59.1M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
363KNew |
$50.3M - $53.7M
|
363K
$54.2M
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
163KNew |
$22.6M - $24.1M
|
163K
$24.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.2K+ 24.4% |
$12.6M - $13.5M
|
465K
$69.4M
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
71.1KNew |
$9.85M - $10.5M
|
71.1K
$10.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.2K+ 29.96% |
$7.5M - $8.01M
|
235K
$35.1M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
52.4KNew |
$7.26M - $7.75M
|
52.4K
$7.82M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.9KNew |
$6.07M - $6.49M
|
43.9K
$6.55M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
25.8KNew |
$3.57M - $3.81M
|
25.8K
$3.85M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
20.2KNew |
$2.79M - $2.98M
|
20.2K
$3.01M
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
19.8K+ 43.68% |
$2.74M - $2.93M
|
65.1K
$9.73M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
16.4KNew |
$2.27M - $2.43M
|
16.4K
$2.45M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
13.6K+ 2864.92% |
$1.89M - $2.02M
|
14.1K
$2.11M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
13KNew |
$1.8M - $1.92M
|
13K
$1.94M
|