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 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
PUT |
392KNew |
$49.2M - $55.5M
|
392K
$58.6M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
51.9KNew |
$6.5M - $7.34M
|
51.9K
$7.75M
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
40K+ 400.0% |
$5.01M - $5.66M
|
50K
$7.46M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
13.7KNew |
$1.72M - $1.94M
|
13.7K
$2.05M
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.41M
|
10K
$1.49M
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
6.06KNew |
$759K - $857K
|
6.06K
$904K
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
CALL |
2.3KNew |
$288K - $325K
|
2.3K
$343K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2KNew |
$251K - $283K
|
2K
$299K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
373New |
$46.8K - $52.8K
|
373
$55.7K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
195New |
$24.4K - $27.6K
|
195
$29.1K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178New |
$22.3K - $25.2K
|
178
$26.6K
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
142New |
$17.8K - $20.1K
|
142
$21.2K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$6.27K - $7.07K
|
50
$7.46K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
26New |
$3.26K - $3.68K
|
26
$3.88K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$501 - $566
|
4
$597
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
31.6KNew |
$4.02M - $4.32M
|
31.6K
$4.72M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.36KNew |
$1.06M - $1.14M
|
8.36K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
1.4K+ 7.41% |
$178K - $192K
|
20.3K
$3.03M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
688New |
$87.4K - $94.2K
|
688
$103K
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
75+ 4.31% |
$9.53K - $10.3K
|
1.82K
$271K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17New |
$2.16K - $2.33K
|
17
$2.54K
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
800KNew |
$93.1M - $101M
|
800K
$119M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
96.8KNew |
$11.3M - $12.2M
|
96.8K
$14.4M
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
30KNew |
$3.5M - $3.79M
|
30K
$4.49M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.7KNew |
$1.48M - $1.6M
|
12.7K
$1.9M
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
9.28KNew |
$1.08M - $1.17M
|
9.28K
$1.39M
|
|
Jul 19, 2021
Q2 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.6KNew |
$186K - $202K
|
1.6K
$239K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
400New |
$46.6K - $50.4K
|
400
$59.7K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.79KNew |
$752K - $804K
|
6.79K
$1.01M
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
240New |
$26.6K - $28.4K
|
240
$35.8K
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26New |
$2.88K - $3.08K
|
26
$3.88K
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
15+ 0.29% |
$1.66K - $1.78K
|
5.12K
$764K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.21MNew |
$124M - $138M
|
1.21M
$181M
|
|
Feb 16, 2021
Q4 2020
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
100K+ 100.0% |
$10.2M - $11.3M
|
200K
$29.9M
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
54.3KNew |
$5.52M - $6.16M
|
54.3K
$8.1M
|
|
Feb 12, 2021
Q4 2020
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2KNew |
$203K - $227K
|
2K
$299K
|
|
Feb 12, 2021
Q4 2020
|
First Long Island Investors, LLC
|
BUY
|
- |
1.88KNew |
$191K - $213K
|
1.88K
$281K
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
1.11KNew |
$113K - $126K
|
1.11K
$166K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
485New |
$49.3K - $55K
|
485
$72.4K
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
115New |
$11.7K - $13K
|
115
$17.2K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.05KNew |
$206K - $224K
|
2.05K
$306K
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
634New |
$63.9K - $69.4K
|
634
$94.6K
|
|
Q2 2020 | |||||||
Nov 08, 2023
Q2 2020
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
80KNew |
$6.82M - $8.31M
|
80K
$11.9M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
649+ 1.42% |
$55.3K - $67.4K
|
46.4K
$6.92M
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$8.52K - $10.4K
|
100
$14.9K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
538KNew |
$40.1M - $56.3M
|
538K
$80.3M
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
78+ 144.44% |
$5.82K - $8.17K
|
132
$19.7K
|
|
Q4 2019 | |||||||
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
9.46KNew |
$832K - $976K
|
9.46K
$1.41M
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
BUY
|
PUT |
1.5KNew |
$132K - $155K
|
1.5K
$224K
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1KNew |
$88K - $103K
|
1K
$149K
|