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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.42K+ 3.12% |
$490K - $537K
|
113K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.37K+ 12.2% |
$483K - $530K
|
31K
$4.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.37K+ 3365.0% |
$482K - $529K
|
3.47K
$478K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.29K+ 0.99% |
$471K - $517K
|
335K
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.25K+ 171.5% |
$466K - $511K
|
5.15K
$710K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.24KNew |
$464K - $509K
|
3.24K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.16KNew |
$453K - $497K
|
3.16K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.16K+ 2.34% |
$452K - $496K
|
138K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.12KNew |
$446K - $490K
|
3.12K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3KNew |
$430K - $472K
|
3K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.98K+ 1.22% |
$427K - $468K
|
247K
$34.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
2.97K+ 11.37% |
$425K - $467K
|
29.1K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.95K+ 9.6% |
$423K - $464K
|
33.7K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.95KNew |
$423K - $464K
|
2.95K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.93KNew |
$420K - $461K
|
2.93K
$405K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92K+ 3.02% |
$418K - $459K
|
99.6K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.92K+ 24.2% |
$418K - $459K
|
15K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.91K+ 59.94% |
$416K - $457K
|
7.75K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.86K+ 3.38% |
$409K - $449K
|
87.3K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.85K+ 5.46% |
$409K - $448K
|
55K
$7.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.83K+ 2.73% |
$405K - $444K
|
106K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.75KNew |
$394K - $432K
|
2.75K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.72K+ 97.49% |
$389K - $427K
|
5.51K
$760K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.71KNew |
$388K - $426K
|
2.71K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.63K+ 5.13% |
$377K - $414K
|
54K
$7.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61K+ 14.52% |
$374K - $411K
|
20.6K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$373K - $409K
|
2.6K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 11.14% |
$366K - $402K
|
25.5K
$3.52M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.47K+ 19.91% |
$353K - $388K
|
14.8K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.46K+ 12.62% |
$352K - $386K
|
21.9K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 0.41% |
$352K - $386K
|
596K
$82.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.45K+ 62.35% |
$351K - $385K
|
6.38K
$880K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.45K+ 8.36% |
$351K - $385K
|
31.7K
$4.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 63.26% |
$350K - $384K
|
6.3K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.39K+ 34.33% |
$342K - $375K
|
9.34K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.36KNew |
$339K - $372K
|
2.36K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 2.4% |
$336K - $368K
|
100K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.32K+ 55.07% |
$333K - $365K
|
6.54K
$903K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.31KNew |
$331K - $363K
|
2.31K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.28K+ 8.75% |
$327K - $359K
|
28.4K
$3.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 6.28% |
$327K - $359K
|
38.6K
$5.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$327K - $358K
|
2.28K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.28KNew |
$326K - $358K
|
2.28K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.24K+ 3.42% |
$322K - $353K
|
67.8K
$9.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.2K+ 19.02% |
$316K - $347K
|
13.8K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 29.05% |
$308K - $338K
|
9.55K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 2.51% |
$305K - $335K
|
86.8K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.12K+ 6.36% |
$304K - $333K
|
35.4K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 17.67% |
$303K - $332K
|
14.1K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$301K - $330K
|
2.1K
$290K
|