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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130+ 5.19% |
$16.7K - $17.7K
|
2.64K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
120+ 6.0% |
$15.4K - $16.3K
|
2.12K
$287K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
116+ 1.06% |
$14.9K - $15.8K
|
11K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$12.9K - $13.6K
|
100
$13.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
71New |
$9.14K - $9.67K
|
71
$9.63K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
64+ 57.14% |
$8.24K - $8.72K
|
176
$23.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$644 - $681
|
1.78K
$241K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$515 - $545
|
2.7K
$366K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3+ 0.14% |
$386 - $409
|
2.19K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2+ 0.11% |
$257 - $272
|
1.84K
$249K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
121KNew |
$15.3M - $16.4M
|
121K
$16.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
67.7KNew |
$8.59M - $9.19M
|
67.7K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$6.34M - $6.78M
|
50K
$6.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.6K+ 15.13% |
$4.52M - $4.83M
|
271K
$36.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.5KNew |
$3.99M - $4.27M
|
31.5K
$4.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.2KNew |
$3.06M - $3.28M
|
24.2K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
18.9K+ 23.47% |
$2.4M - $2.57M
|
99.6K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.4K+ 38.32% |
$2.34M - $2.5M
|
66.5K
$9.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12.9KNew |
$1.63M - $1.75M
|
12.9K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.4KNew |
$1.57M - $1.68M
|
12.4K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.8KNew |
$1.5M - $1.6M
|
11.8K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.8KNew |
$1.36M - $1.46M
|
10.8K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
10KNew |
$1.27M - $1.36M
|
10K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
8.78K+ 65.59% |
$1.11M - $1.19M
|
22.2K
$3.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.58KNew |
$1.09M - $1.16M
|
8.58K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.27KNew |
$921K - $986K
|
7.27K
$986K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.28K+ 48.74% |
$669K - $716K
|
16.1K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.76K+ 684.48% |
$604K - $646K
|
5.46K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.64KNew |
$589K - $630K
|
4.64K
$630K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.89KNew |
$493K - $527K
|
3.89K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
3.23K+ 6.41% |
$409K - $438K
|
53.6K
$7.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.4KNew |
$304K - $326K
|
2.4K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$292K - $312K
|
2.3K
$312K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.11KNew |
$267K - $286K
|
2.11K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$259K - $277K
|
2.05K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 25.51% |
$205K - $219K
|
7.96K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.14K+ 3.5% |
$145K - $155K
|
33.8K
$4.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
900New |
$114K - $122K
|
900
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
855New |
$108K - $116K
|
855
$116K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
808+ 77.77% |
$102K - $110K
|
1.85K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
610+ 39.35% |
$77.3K - $82.8K
|
2.16K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
590New |
$74.8K - $80K
|
590
$80K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
339+ 1.04% |
$43K - $46K
|
33K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
332+ 3.48% |
$42.1K - $45K
|
9.86K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
300+ 2.8% |
$38K - $40.7K
|
11K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
247New |
$31.3K - $33.5K
|
247
$33.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
233+ 9.08% |
$29.5K - $31.6K
|
2.8K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$24.2K - $25.9K
|
191
$25.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 1.18% |
$20.9K - $22.4K
|
14.2K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100New |
$12.7K - $13.6K
|
100
$13.6K
|
|