Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-514- 17.49% |
$65.1K - $69.7K
|
2.43K
$351K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-453- 64.53% |
$57.4K - $61.5K
|
249
$36.1K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-304- 49.19% |
$38.5K - $41.2K
|
314
$45.5K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$240K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$240K
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-213- 6.04% |
$27K - $28.9K
|
3.32K
$480K
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-212- 11.02% |
$26.9K - $28.8K
|
1.71K
$248K
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-180- 0.28% |
$22.8K - $24.4K
|
63.5K
$9.19M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-153- 4.41% |
$19.4K - $20.8K
|
3.32K
$480K
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-78- 0.48% |
$9.89K - $10.6K
|
16.3K
$2.36M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 4.2% |
$9.25K - $9.9K
|
1.67K
$241K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-34- 2.92% |
$4.31K - $4.61K
|
1.13K
$164K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-29- 1.7% |
$3.68K - $3.93K
|
1.67K
$242K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 51.22% |
$2.66K - $2.85K
|
20
$2.9K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.67% |
$2.66K - $2.85K
|
3.11K
$450K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 0.41% |
$1.27K - $1.36K
|
2.43K
$351K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-220K- 58.67% |
$27.3M - $29.9M
|
155K
$22.4M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-187K- 93.87% |
$23.2M - $25.4M
|
12.2K
$1.77M
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-114K- 93.6% |
$14.2M - $15.5M
|
7.8K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-79.7K- 92.24% |
$9.89M - $10.8M
|
6.7K
$970K
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-63.2K- 96.58% |
$7.85M - $8.58M
|
2.24K
$324K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-22.2K- 83.09% |
$2.75M - $3.01M
|
4.51K
$653K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-17.6K- 91.85% |
$2.19M - $2.39M
|
1.56K
$226K
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-9.48K- 64.82% |
$1.18M - $1.29M
|
5.14K
$745K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.75K- 50.27% |
$466K - $510K
|
3.71K
$537K
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-3.6K- 2.55% |
$447K - $489K
|
137K
$19.9M
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.31K- 48.39% |
$411K - $450K
|
3.53K
$511K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.94KClosed |
$365K - $400K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.48K- 3.0% |
$184K - $201K
|
47.9K
$6.94M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.25K- 21.03% |
$155K - $170K
|
4.69K
$680K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.16K- 5.57% |
$144K - $157K
|
19.6K
$2.84M
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.11K- 12.06% |
$137K - $150K
|
8.07K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-617Closed |
$76.6K - $83.8K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-570- 2.78% |
$70.8K - $77.4K
|
20K
$2.89M
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.0% |
$62.1K - $67.9K
|
4.5K
$652K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-455- 88.35% |
$56.5K - $61.8K
|
60
$8.69K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-445- 21.19% |
$55.2K - $60.4K
|
1.66K
$240K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-428- 12.29% |
$53.1K - $58.1K
|
3.06K
$442K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$25.3K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-257- 9.49% |
$31.9K - $34.9K
|
2.45K
$355K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-250- 3.54% |
$31K - $34K
|
6.81K
$987K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-235- 25.74% |
$29.2K - $31.9K
|
678
$98.2K
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 6.5% |
$14K - $15.3K
|
1.63K
$235K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-111Closed |
$13.8K - $15.1K
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-91- 40.27% |
$11.3K - $12.4K
|
135
$19.5K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-67- 0.93% |
$8.32K - $9.1K
|
7.13K
$1.03M
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$7.38K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 3.18% |
$7.08K - $7.74K
|
1.73K
$251K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-37- 2.28% |
$4.59K - $5.03K
|
1.58K
$229K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 6.98% |
$3.72K - $4.07K
|
400
$57.9K
|