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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
593+ 11.11% |
$73K - $80.9K
|
5.93K
$885K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
400New |
$49.3K - $54.6K
|
400
$59.7K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
398+ 3.24% |
$49K - $54.3K
|
12.7K
$1.89M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
371+ 83.75% |
$45.7K - $50.6K
|
814
$122K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
343New |
$42.2K - $46.8K
|
343
$51.2K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$38.7K - $42.8K
|
314
$46.9K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
294New |
$36.2K - $40.1K
|
294
$43.9K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
280New |
$34.5K - $38.2K
|
280
$41.8K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
174+ 6.94% |
$21.4K - $23.7K
|
2.68K
$401K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
130New |
$16K - $17.7K
|
130
$19.4K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
116New |
$14.3K - $15.8K
|
116
$17.3K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
110New |
$13.5K - $15K
|
110
$16.4K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
103New |
$12.7K - $14K
|
103
$15.4K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
91New |
$11.2K - $12.4K
|
91
$13.6K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 164.1% |
$7.88K - $8.73K
|
103
$15.4K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $4.36K
|
32
$4.78K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$3.69K - $4.09K
|
30
$4.48K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
26+ 7.98% |
$3.2K - $3.55K
|
352
$52.5K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$1.6K - $1.77K
|
13
$1.94K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 0.6% |
$246 - $273
|
338
$50.5K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$246 - $273
|
2
$299
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
306KNew |
$39.4M - $41.7M
|
306K
$45.7M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
111KNew |
$14.3M - $15.1M
|
111K
$16.6M
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
31.7KNew |
$4.08M - $4.32M
|
31.7K
$4.74M
|
|
Nov 13, 2023
Q3 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
25KNew |
$3.22M - $3.41M
|
25K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.4KNew |
$2.75M - $2.91M
|
21.4K
$3.19M
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.6KNew |
$2M - $2.12M
|
15.6K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
14.9KNew |
$1.92M - $2.03M
|
14.9K
$2.22M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.6KNew |
$1.88M - $1.99M
|
14.6K
$2.18M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13KNew |
$1.67M - $1.77M
|
13K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
12.6KNew |
$1.62M - $1.72M
|
12.6K
$1.88M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 9883.06% |
$1.58M - $1.67M
|
12.4K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
11.6KNew |
$1.49M - $1.58M
|
11.6K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.1K+ 66.94% |
$1.04M - $1.1M
|
20.2K
$3.01M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.11KNew |
$915K - $968K
|
7.11K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.9KNew |
$888K - $940K
|
6.9K
$1.03M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
5.91K+ 38.24% |
$761K - $805K
|
21.4K
$3.19M
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
5.83KNew |
$751K - $794K
|
5.83K
$870K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.14KNew |
$662K - $701K
|
5.14K
$768K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.02K+ 110.48% |
$646K - $684K
|
9.56K
$1.43M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
4.87KNew |
$626K - $663K
|
4.87K
$726K
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.39K+ 7.23% |
$566K - $599K
|
65.2K
$9.73M
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
3.03K+ 21.95% |
$390K - $413K
|
16.8K
$2.51M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.84KNew |
$366K - $387K
|
2.84K
$424K
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.7K+ 3.19% |
$348K - $368K
|
87.3K
$13M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.31KNew |
$298K - $315K
|
2.31K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.01KNew |
$258K - $273K
|
2.01K
$300K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
1.76KNew |
$226K - $239K
|
1.76K
$262K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.7KNew |
$219K - $232K
|
1.7K
$254K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.61KNew |
$207K - $219K
|
1.61K
$240K
|