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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$1.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
10.6K+ 143.92% |
$1.46M - $1.56M
|
17.9K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.67KNew |
$1.34M - $1.43M
|
9.67K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.5KNew |
$1.32M - $1.4M
|
9.5K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.17K+ 306.96% |
$1.27M - $1.36M
|
12.2K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
8.8KNew |
$1.22M - $1.3M
|
8.8K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
8.73KNew |
$1.21M - $1.29M
|
8.73K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.57KNew |
$632K - $675K
|
4.57K
$682K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
4.5K+ 97.85% |
$623K - $665K
|
9.1K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.09KNew |
$427K - $456K
|
3.09K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.7KNew |
$374K - $399K
|
2.7K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.67K+ 13.19% |
$370K - $395K
|
22.9K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.3KNew |
$318K - $339K
|
2.3K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.25KNew |
$312K - $333K
|
2.25K
$336K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.17KNew |
$301K - $321K
|
2.17K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.07K+ 9.67% |
$286K - $305K
|
23.4K
$3.5M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.03KNew |
$281K - $300K
|
2.03K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
2KNew |
$277K - $296K
|
2K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.92KNew |
$265K - $283K
|
1.92K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.7KNew |
$235K - $251K
|
1.7K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.64KNew |
$226K - $242K
|
1.64K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.62KNew |
$225K - $240K
|
1.62K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.59KNew |
$220K - $235K
|
1.59K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$210K - $224K
|
1.52K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.47KNew |
$204K - $218K
|
1.47K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.42KNew |
$197K - $211K
|
1.42K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$194K - $207K
|
1.4K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 25.0% |
$138K - $148K
|
5K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
867+ 57.99% |
$120K - $128K
|
2.36K
$353K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
800+ 13333.33% |
$111K - $118K
|
806
$120K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
618+ 24.6% |
$85.6K - $91.4K
|
3.13K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
315New |
$43.6K - $46.6K
|
315
$47K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 10.14% |
$27.7K - $29.6K
|
2.17K
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
198+ 1.83% |
$27.4K - $29.3K
|
11K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
172+ 6.79% |
$23.8K - $25.4K
|
2.71K
$404K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
125New |
$17.3K - $18.5K
|
125
$18.7K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
96+ 5.84% |
$13.3K - $14.2K
|
1.74K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$6.65K - $7.1K
|
48
$7.17K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
45+ 22.5% |
$6.23K - $6.65K
|
245
$36.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
42+ 18.26% |
$5.82K - $6.21K
|
272
$40.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.73K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25New |
$3.46K - $3.7K
|
25
$3.73K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
25+ 0.51% |
$3.46K - $3.7K
|
4.89K
$729K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
24New |
$3.32K - $3.55K
|
24
$3.58K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
18+ 17.31% |
$2.49K - $2.66K
|
122
$18.2K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 9.52% |
$1.11K - $1.18K
|
92
$13.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
555K+ 37.0% |
$68.3M - $75.7M
|
2.06M
$307M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500KNew |
$61.6M - $68.2M
|
500K
$74.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
406KNew |
$50M - $55.4M
|
406K
$60.6M
|
|