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
|
Old Mission Capital LLC
|
BUY
|
- |
1.57KNew |
$225K - $247K
|
1.57K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$225K - $246K
|
1.57K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.44KNew |
$207K - $227K
|
1.44K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$206K - $226K
|
1.44K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.42KNew |
$204K - $224K
|
1.42K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$190K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.38KNew |
$197K - $216K
|
1.38K
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$185K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$191K - $209K
|
1.33K
$180K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.19KNew |
$171K - $188K
|
1.19K
$162K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.14K+ 4.28% |
$163K - $179K
|
27.8K
$3.76M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
950+ 9.43% |
$136K - $149K
|
11K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
924+ 23.93% |
$132K - $145K
|
4.79K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$114K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
832New |
$119K - $131K
|
832
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
812New |
$116K - $128K
|
812
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
794+ 9.26% |
$114K - $125K
|
9.37K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
520+ 16.77% |
$74.5K - $81.8K
|
3.62K
$491K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
511+ 37.94% |
$73.2K - $80.3K
|
1.86K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$66.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$58.2K - $63.8K
|
406
$55.1K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$47.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$38.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$33.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
238+ 2.44% |
$34.1K - $37.4K
|
9.99K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
227+ 0.75% |
$32.5K - $35.7K
|
30.3K
$4.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
226New |
$32.4K - $35.5K
|
226
$30.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$29.8K - $32.7K
|
208
$28.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
185+ 52.26% |
$26.5K - $29.1K
|
539
$73.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
141+ 1.89% |
$20.2K - $22.2K
|
7.59K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124New |
$17.8K - $19.5K
|
124
$16.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
122New |
$17.5K - $19.2K
|
122
$16.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
101+ 6.99% |
$14.5K - $15.9K
|
1.55K
$210K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$14.5K - $15.9K
|
101
$13.7K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 6.03% |
$14.3K - $15.7K
|
1.76K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99+ 0.46% |
$14.2K - $15.6K
|
21.5K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
99+ 1.04% |
$14.2K - $15.6K
|
9.59K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
98+ 6.0% |
$14K - $15.4K
|
1.73K
$235K
|