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 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.48KNew |
$205K - $217K
|
1.48K
$200K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.39KNew |
$192K - $204K
|
1.39K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$183K - $194K
|
1.32K
$179K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.02KNew |
$141K - $149K
|
1.02K
$138K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
981New |
$136K - $144K
|
981
$133K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
921+ 1.19% |
$127K - $135K
|
78.3K
$10.6M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
817New |
$113K - $120K
|
817
$111K
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
733+ 28.81% |
$101K - $108K
|
3.28K
$444K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
679+ 21.0% |
$94K - $99.9K
|
3.91K
$531K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
663+ 37.69% |
$91.8K - $97.5K
|
2.42K
$328K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
649+ 46.96% |
$89.8K - $95.5K
|
2.03K
$275K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
546+ 21.12% |
$75.6K - $80.3K
|
3.13K
$425K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 157.99% |
$69.8K - $74.1K
|
823
$112K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
405+ 27.0% |
$56.1K - $59.6K
|
1.91K
$258K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
385+ 113.91% |
$53.3K - $56.6K
|
723
$98K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
205New |
$28.4K - $30.2K
|
205
$27.8K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
175New |
$24.2K - $25.7K
|
175
$23.7K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
172New |
$23.8K - $25.3K
|
172
$23.3K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
142New |
$19.7K - $20.9K
|
142
$19.3K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
132+ 825.0% |
$18.3K - $19.4K
|
148
$20.1K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
75+ 4.73% |
$10.4K - $11K
|
1.66K
$225K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$8.31K - $8.83K
|
60
$8.14K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
48+ 2.4% |
$6.64K - $7.06K
|
2.05K
$278K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
44+ 5.31% |
$6.09K - $6.47K
|
873
$118K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
30New |
$4.15K - $4.41K
|
30
$4.07K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
29New |
$4.01K - $4.27K
|
29
$3.93K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$3.05K - $3.24K
|
22
$2.98K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$2.63K - $2.79K
|
19
$2.58K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$1.52K - $1.62K
|
11
$1.49K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.68% |
$1.38K - $1.47K
|
1.47K
$199K
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.3% |
$692 - $735
|
1.67K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$277 - $294
|
2
$271
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
396KNew |
$54.8M - $58.5M
|
396K
$53.7M
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
163KNew |
$22.6M - $24.1M
|
163K
$22.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.2K+ 24.4% |
$12.6M - $13.5M
|
465K
$63M
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
71.1KNew |
$9.85M - $10.5M
|
71.1K
$9.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.2K+ 29.96% |
$7.5M - $8.01M
|
235K
$31.9M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
52.4KNew |
$7.26M - $7.75M
|
52.4K
$7.11M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.9KNew |
$6.07M - $6.49M
|
43.9K
$5.95M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
20.2KNew |
$2.79M - $2.98M
|
20.2K
$2.73M
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
19.8K+ 43.68% |
$2.74M - $2.93M
|
65.1K
$8.83M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
16.4KNew |
$2.27M - $2.43M
|
16.4K
$2.23M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
13.6K+ 2864.92% |
$1.89M - $2.02M
|
14.1K
$1.91M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
13KNew |
$1.8M - $1.92M
|
13K
$1.76M
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$1.72M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
10.6K+ 143.92% |
$1.46M - $1.56M
|
17.9K
$2.43M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.67KNew |
$1.34M - $1.43M
|
9.67K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.5KNew |
$1.32M - $1.4M
|
9.5K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.17K+ 306.96% |
$1.27M - $1.36M
|
12.2K
$1.65M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
8.8KNew |
$1.22M - $1.3M
|
8.8K
$1.19M
|