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 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.35KNew |
$896K - $1.03M
|
7.35K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
6.6KNew |
$804K - $925K
|
6.6K
$985K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.19K+ 151.26% |
$754K - $867K
|
10.3K
$1.53M
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.84KNew |
$711K - $818K
|
5.84K
$871K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
5.38KNew |
$655K - $753K
|
5.38K
$803K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 1.45% |
$475K - $546K
|
273K
$40.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.35K+ 6.35% |
$408K - $469K
|
56.1K
$8.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.24K+ 86.97% |
$395K - $454K
|
6.97K
$1.04M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.89K+ 8.41% |
$352K - $404K
|
37.2K
$5.56M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.79KNew |
$339K - $390K
|
2.79K
$416K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.77KNew |
$338K - $389K
|
2.77K
$414K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.38KNew |
$290K - $333K
|
2.38K
$355K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.31KNew |
$281K - $323K
|
2.31K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
2.25KNew |
$274K - $315K
|
2.25K
$335K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$271K - $311K
|
2.22K
$332K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2KNew |
$244K - $280K
|
2K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.98K+ 23.57% |
$242K - $278K
|
10.4K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.86KNew |
$227K - $261K
|
1.86K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.74KNew |
$212K - $244K
|
1.74K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$205K - $235K
|
1.68K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.67KNew |
$203K - $234K
|
1.67K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.59KNew |
$194K - $223K
|
1.59K
$237K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.59KNew |
$193K - $222K
|
1.59K
$237K
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.58KNew |
$193K - $221K
|
1.58K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.54KNew |
$187K - $215K
|
1.54K
$229K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.53KNew |
$187K - $215K
|
1.53K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.53KNew |
$186K - $214K
|
1.53K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.51KNew |
$184K - $212K
|
1.51K
$226K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.5KNew |
$183K - $211K
|
1.5K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.5KNew |
$182K - $209K
|
1.5K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
1.48KNew |
$180K - $207K
|
1.48K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 96.03% |
$162K - $186K
|
2.71K
$405K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
918+ 35.15% |
$112K - $129K
|
3.53K
$527K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
840New |
$102K - $118K
|
840
$125K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
760+ 18.68% |
$92.6K - $106K
|
4.83K
$721K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
665New |
$81K - $93.2K
|
665
$99.3K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
611+ 5.23% |
$74.5K - $85.6K
|
12.3K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
526New |
$64.1K - $73.7K
|
526
$78.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
502New |
$61.2K - $70.3K
|
502
$74.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
500New |
$60.9K - $70.1K
|
500
$74.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 9.54% |
$54.8K - $63K
|
5.17K
$771K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
412New |
$50.2K - $57.7K
|
412
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
240New |
$29.2K - $33.6K
|
240
$35.8K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
220New |
$26.8K - $30.8K
|
220
$32.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$18.3K - $21K
|
150
$22.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
146+ 4.45% |
$17.8K - $20.5K
|
3.43K
$512K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$15.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
67+ 268.0% |
$8.16K - $9.39K
|
92
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
64New |
$7.8K - $8.97K
|
64
$9.55K
|