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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.87K+ 21.9% |
$845K - $936K
|
38.2K
$5.18M
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6.77KNew |
$833K - $923K
|
6.77K
$917K
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.24K+ 39.04% |
$768K - $851K
|
22.2K
$3.01M
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.65KNew |
$696K - $771K
|
5.65K
$766K
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.54KNew |
$682K - $756K
|
5.54K
$751K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
5.46KNew |
$672K - $744K
|
5.46K
$740K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5.4K+ 5512.24% |
$665K - $737K
|
5.5K
$746K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.09KNew |
$627K - $695K
|
5.09K
$691K
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.02KNew |
$618K - $684K
|
5.02K
$680K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3.78K+ 323.42% |
$466K - $516K
|
4.95K
$672K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3.55KNew |
$437K - $484K
|
3.55K
$481K
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.49KNew |
$430K - $476K
|
3.49K
$474K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$335K - $371K
|
2.72K
$369K
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63KNew |
$323K - $358K
|
2.63K
$356K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.34KNew |
$288K - $319K
|
2.34K
$318K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.28KNew |
$280K - $311K
|
2.28K
$309K
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.11KNew |
$259K - $287K
|
2.11K
$285K
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.93KNew |
$238K - $263K
|
1.93K
$262K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.87KNew |
$230K - $255K
|
1.87K
$254K
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.87KNew |
$230K - $254K
|
1.87K
$253K
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.85KNew |
$228K - $252K
|
1.85K
$251K
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.71KNew |
$211K - $234K
|
1.71K
$232K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 8.59% |
$208K - $230K
|
21.4K
$2.9M
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.66KNew |
$205K - $227K
|
1.66K
$225K
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.66KNew |
$204K - $226K
|
1.66K
$225K
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.64KNew |
$201K - $223K
|
1.64K
$222K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.63KNew |
$201K - $223K
|
1.63K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.53KNew |
$188K - $209K
|
1.53K
$207K
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.53KNew |
$188K - $208K
|
1.53K
$207K
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$206K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.52KNew |
$187K - $207K
|
1.52K
$205K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.05K+ 3.6% |
$129K - $143K
|
30.1K
$4.08M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
914New |
$113K - $125K
|
914
$124K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
876+ 3.03% |
$108K - $119K
|
29.7K
$4.03M
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
627New |
$77.2K - $85.5K
|
627
$85K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
593+ 11.11% |
$73K - $80.9K
|
5.93K
$804K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
400New |
$49.3K - $54.6K
|
400
$54.2K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
398+ 3.24% |
$49K - $54.3K
|
12.7K
$1.72M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
371+ 83.75% |
$45.7K - $50.6K
|
814
$110K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
343New |
$42.2K - $46.8K
|
343
$46.5K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
314New |
$38.7K - $42.8K
|
314
$42.6K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
294New |
$36.2K - $40.1K
|
294
$39.9K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
280New |
$34.5K - $38.2K
|
280
$38K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
174+ 6.94% |
$21.4K - $23.7K
|
2.68K
$364K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
130New |
$16K - $17.7K
|
130
$17.6K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
110New |
$13.5K - $15K
|
110
$14.9K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
103New |
$12.7K - $14K
|
103
$14K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
91New |
$11.2K - $12.4K
|
91
$12.3K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
64+ 164.1% |
$7.88K - $8.73K
|
103
$14K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $4.36K
|
32
$4.34K
|