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 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 684.48% |
$604K - $646K
|
5.46K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.64KNew |
$589K - $630K
|
4.64K
$693K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$580K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.44K+ 202.0% |
$436K - $466K
|
5.14K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
3.23K+ 6.41% |
$409K - $438K
|
53.6K
$7.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.4KNew |
$304K - $326K
|
2.4K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$292K - $312K
|
2.3K
$343K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.11KNew |
$267K - $286K
|
2.11K
$315K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$259K - $277K
|
2.05K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 25.51% |
$205K - $219K
|
7.96K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$5.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$144K - $155K
|
1.14K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
900New |
$114K - $122K
|
900
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
855New |
$108K - $116K
|
855
$128K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
808+ 77.77% |
$102K - $110K
|
1.85K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
610+ 39.35% |
$77.3K - $82.8K
|
2.16K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
600New |
$76K - $81.4K
|
600
$89.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
590New |
$74.8K - $80K
|
590
$88.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
339+ 1.04% |
$43K - $46K
|
33K
$4.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
332+ 3.48% |
$42.1K - $45K
|
9.86K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
300+ 2.8% |
$38K - $40.7K
|
11K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
247New |
$31.3K - $33.5K
|
247
$36.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
233+ 9.08% |
$29.5K - $31.6K
|
2.8K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$24.2K - $25.9K
|
191
$28.5K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
171+ 2442.86% |
$21.7K - $23.2K
|
178
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 1.18% |
$20.9K - $22.4K
|
14.2K
$2.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100New |
$12.7K - $13.6K
|
100
$14.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 1.5% |
$5.2K - $5.56K
|
2.78K
$415K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
40New |
$5.07K - $5.43K
|
40
$5.97K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38+ 14.07% |
$4.82K - $5.16K
|
308
$46K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
36+ 13.48% |
$4.56K - $4.88K
|
303
$45.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
34+ 2.19% |
$4.31K - $4.61K
|
1.59K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20+ 20.0% |
$2.53K - $2.71K
|
120
$17.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 4.35% |
$127 - $136
|
24
$3.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
483KNew |
$59.9M - $65.6M
|
483K
$72.1M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
150KNew |
$18.6M - $20.4M
|
150K
$22.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
83.7K+ 106.56% |
$10.4M - $11.4M
|
162K
$24.2M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
81KNew |
$10.1M - $11M
|
81K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$9.31M - $10.2M
|
75K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
52.3KNew |
$6.49M - $7.1M
|
52.3K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
- |
27.5KNew |
$3.41M - $3.73M
|
27.5K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$2.48M - $2.72M
|
20K
$2.99M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.6KNew |
$1.94M - $2.12M
|
15.6K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14.5KNew |
$1.8M - $1.97M
|
14.5K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.1KNew |
$1.25M - $1.37M
|
10.1K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$945K - $1.03M
|
7.61K
$1.14M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.78KNew |
$841K - $920K
|
6.78K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.78KNew |
$841K - $920K
|
6.78K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.48KNew |
$432K - $472K
|
3.48K
$519K
|
|