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 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
135New |
$17.4K - $18.4K
|
135
$19.1K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130+ 5.19% |
$16.7K - $17.7K
|
2.64K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
120+ 6.0% |
$15.4K - $16.3K
|
2.12K
$301K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
116+ 1.06% |
$14.9K - $15.8K
|
11K
$1.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$12.9K - $13.6K
|
100
$14.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
71New |
$9.14K - $9.67K
|
71
$10.1K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
64+ 57.14% |
$8.24K - $8.72K
|
176
$25K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$644 - $681
|
1.78K
$252K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$515 - $545
|
2.7K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3+ 0.14% |
$386 - $409
|
2.19K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2+ 0.11% |
$257 - $272
|
1.84K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$129 - $136
|
1.22K
$173K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
383K+ 11531.25% |
$48.5M - $51.9M
|
386K
$54.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
237KNew |
$30M - $32.1M
|
237K
$33.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
121KNew |
$15.3M - $16.4M
|
121K
$17.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
67.7KNew |
$8.59M - $9.19M
|
67.7K
$9.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$6.34M - $6.78M
|
50K
$7.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
41.3K+ 17.21% |
$5.24M - $5.61M
|
281K
$39.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.6K+ 15.13% |
$4.52M - $4.83M
|
271K
$38.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.5KNew |
$3.99M - $4.27M
|
31.5K
$4.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.2KNew |
$3.06M - $3.28M
|
24.2K
$3.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
18.9K+ 23.47% |
$2.4M - $2.57M
|
99.6K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.4K+ 38.32% |
$2.34M - $2.5M
|
66.5K
$9.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.4KNew |
$2.2M - $2.36M
|
17.4K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
14.7K+ 16.2% |
$1.86M - $1.99M
|
105K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12.9KNew |
$1.63M - $1.75M
|
12.9K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.4KNew |
$1.57M - $1.68M
|
12.4K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.8KNew |
$1.5M - $1.6M
|
11.8K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.36M - $1.46M
|
10.8K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
10KNew |
$1.27M - $1.36M
|
10K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
8.78K+ 65.59% |
$1.11M - $1.19M
|
22.2K
$3.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.58KNew |
$1.09M - $1.16M
|
8.58K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.27KNew |
$921K - $986K
|
7.27K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
6.61K+ 24.41% |
$838K - $897K
|
33.7K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.88KNew |
$745K - $798K
|
5.88K
$834K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.28K+ 48.74% |
$669K - $716K
|
16.1K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 684.48% |
$604K - $646K
|
5.46K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.64KNew |
$589K - $630K
|
4.64K
$659K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$551K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.44K+ 202.0% |
$436K - $466K
|
5.14K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
3.23K+ 6.41% |
$409K - $438K
|
53.6K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.4KNew |
$304K - $326K
|
2.4K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$292K - $312K
|
2.3K
$326K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.11KNew |
$267K - $286K
|
2.11K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$259K - $277K
|
2.05K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96KNew |
$248K - $266K
|
1.96K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 25.51% |
$205K - $219K
|
7.96K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$4.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$144K - $155K
|
1.14K
$162K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
900New |
$114K - $122K
|
900
$128K
|
|