Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
Edge Rock Capital LLC

BUY
 -
30
New
$3.69K - $4.09K
30 $4.07K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
26
+ 7.98%
$3.2K - $3.55K
352 $47.7K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
13
New
$1.6K - $1.77K
13 $1.76K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
2
New
$246 - $273
2 $271
Q3 2023
Nov 15, 2023 Q3 2023
Employees Retirement System Of Texas

BUY
 -
306K
New
$39.4M - $41.7M
306K $41.5M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
111K
New
$14.3M - $15.1M
111K $15.1M
Oct 23, 2023 Q3 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
31.7K
New
$4.08M - $4.32M
31.7K $4.3M
Nov 13, 2023 Q3 2023
Nwi Management LP

New York, NY
BUY
 -
25K
New
$3.22M - $3.41M
25K $3.39M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
21.4K
New
$2.75M - $2.91M
21.4K $2.9M
Nov 07, 2023 Q3 2023
Quantbot Technologies LP

New York, NY
BUY
 -
15.6K
New
$2M - $2.12M
15.6K $2.11M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
14.6K
New
$1.88M - $1.99M
14.6K $1.98M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
13K
New
$1.67M - $1.77M
13K $1.76M
Nov 13, 2023 Q3 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
12.6K
New
$1.62M - $1.72M
12.6K $1.71M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
12.3K
+ 9883.06%
$1.58M - $1.67M
12.4K $1.68M
Nov 14, 2023 Q3 2023
Greenland Capital Management LP

New York, NY
BUY
 CALL
11.6K
New
$1.49M - $1.58M
11.6K $1.57M
Nov 13, 2023 Q3 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
8.1K
+ 66.94%
$1.04M - $1.1M
20.2K $2.74M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
7.11K
New
$915K - $968K
7.11K $964K
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.9K
New
$888K - $940K
6.9K $935K
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
5.91K
+ 38.24%
$761K - $805K
21.4K $2.9M
Nov 09, 2023 Q3 2023
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
5.83K
New
$751K - $794K
5.83K $791K
Nov 16, 2023 Q3 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.14K
New
$662K - $701K
5.14K $698K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
5.02K
+ 110.48%
$646K - $684K
9.56K $1.3M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
4.87K
New
$626K - $663K
4.87K $660K
Oct 12, 2023 Q3 2023
G&S Capital LLC

BUY
 -
3.03K
+ 21.95%
$390K - $413K
16.8K $2.28M
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
2.84K
New
$366K - $387K
2.84K $385K
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
2.7K
+ 3.19%
$348K - $368K
87.3K $11.8M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
2.31K
New
$298K - $315K
2.31K $314K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.01K
New
$258K - $273K
2.01K $272K
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
1.76K
New
$226K - $239K
1.76K $238K
Nov 15, 2023 Q3 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
1.7K
New
$219K - $232K
1.7K $231K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
1.61K
New
$207K - $219K
1.61K $218K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
961
New
$124K - $131K
961 $130K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
940
New
$121K - $128K
940 $127K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
870
New
$112K - $119K
870 $118K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
825
New
$106K - $112K
825 $112K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
787
New
$101K - $107K
787 $107K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
710
+ 43.27%
$91.4K - $96.7K
2.35K $319K
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
710
+ 3.04%
$91.4K - $96.7K
24.1K $3.26M
Nov 14, 2023 Q3 2023
Foster Dykema Cabot & CO Inc

BUY
 -
688
+ 0.51%
$88.6K - $93.7K
136K $18.4M
Nov 14, 2023 Q3 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
563
New
$72.5K - $76.7K
563 $76.3K
Nov 06, 2023 Q3 2023
Capital Wealth Planning, LLC

BUY
 -
545
+ 3.15%
$70.2K - $74.3K
17.9K $2.42M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
311
New
$40K - $42.4K
311 $42.2K
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 CALL
300
New
$38.6K - $40.9K
300 $40.7K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 CALL
300
New
$38.6K - $40.9K
300 $40.7K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
265
New
$34.1K - $36.1K
265 $35.9K
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
222
+ 1.92%
$28.6K - $30.2K
11.8K $1.6M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
200
New
$25.7K - $27.2K
200 $27.1K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
167
New
$21.5K - $22.8K
167 $22.6K
Nov 08, 2023 Q3 2023
L2 Asset Management, LLC

Wayland, MA
BUY
 -
135
New
$17.4K - $18.4K
135 $18.3K

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