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
|
Steward Financial Group LLC
|
BUY
|
- |
526New |
$64.1K - $73.7K
|
526
$71.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
502New |
$61.2K - $70.3K
|
502
$68.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
500New |
$60.9K - $70.1K
|
500
$67.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 9.54% |
$54.8K - $63K
|
5.17K
$701K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
412New |
$50.2K - $57.7K
|
412
$55.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
240New |
$29.2K - $33.6K
|
240
$32.5K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
220New |
$26.8K - $30.8K
|
220
$29.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$18.3K - $21K
|
150
$20.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
146+ 4.45% |
$17.8K - $20.5K
|
3.43K
$465K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$14K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
67+ 268.0% |
$8.16K - $9.39K
|
92
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
64New |
$7.8K - $8.97K
|
64
$8.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 10.94% |
$6.82K - $7.85K
|
568
$77K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54New |
$6.58K - $7.57K
|
54
$7.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 263.16% |
$6.09K - $7.01K
|
69
$9.36K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$6.09K - $7.01K
|
50
$6.78K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
29+ 1.55% |
$3.53K - $4.06K
|
1.9K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27+ 6.52% |
$3.29K - $3.78K
|
441
$59.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
25New |
$3.05K - $3.5K
|
25
$3.39K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22New |
$2.68K - $3.08K
|
22
$2.98K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20New |
$2.44K - $2.8K
|
20
$2.71K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10+ 0.18% |
$1.22K - $1.4K
|
5.59K
$758K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$609 - $701
|
5
$678
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
349K+ 52.59% |
$42.3M - $46.9M
|
1.01M
$137M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
349K+ 52.58% |
$42.3M - $46.9M
|
1.01M
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
130K+ 169.13% |
$15.8M - $17.5M
|
208K
$28.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
58.8KNew |
$7.13M - $7.9M
|
58.8K
$7.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
57.7KNew |
$6.99M - $7.75M
|
57.7K
$7.83M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.1KNew |
$6.07M - $6.73M
|
50.1K
$6.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.39M - $2.65M
|
19.8K
$2.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$2.39M - $2.65M
|
19.7K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
18.7K+ 12.62% |
$2.26M - $2.51M
|
167K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.8K+ 7.32% |
$1.55M - $1.72M
|
188K
$25.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.53KNew |
$427K - $474K
|
3.53K
$479K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3KNew |
$364K - $403K
|
3K
$407K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2.76KNew |
$334K - $371K
|
2.76K
$374K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.59KNew |
$313K - $347K
|
2.59K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.56K+ 12.42% |
$310K - $344K
|
23.2K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.74K+ 100.35% |
$210K - $233K
|
3.47K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.61K+ 28.75% |
$195K - $216K
|
7.2K
$976K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
1.22K+ 46.73% |
$148K - $164K
|
3.84K
$520K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.1K+ 10.34% |
$133K - $148K
|
11.8K
$1.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.04KNew |
$125K - $139K
|
1.04K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
555+ 87.82% |
$67.2K - $74.5K
|
1.19K
$161K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
370New |
$44.8K - $49.7K
|
370
$50.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
317+ 7.46% |
$38.4K - $42.6K
|
4.56K
$619K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
300New |
$36.3K - $40.3K
|
300
$40.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
216+ 41.7% |
$26.2K - $29K
|
734
$99.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
89+ 1.86% |
$10.8K - $12K
|
4.88K
$661K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
79+ 1.28% |
$9.57K - $10.6K
|
6.23K
$845K
|
|