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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-64- 3.8% |
$8.86K - $9.46K
|
1.62K
$220K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 22.94% |
$6.92K - $7.39K
|
168
$22.8K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 5.32% |
$4.99K - $5.32K
|
641
$86.9K
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 2.26% |
$4.71K - $5.03K
|
1.47K
$199K
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-32- 0.37% |
$4.43K - $4.73K
|
8.7K
$1.18M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 23.08% |
$4.15K - $4.44K
|
100
$13.6K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-25- 21.55% |
$3.46K - $3.7K
|
91
$12.3K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-22- 1.33% |
$3.05K - $3.25K
|
1.64K
$222K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-14- 0.4% |
$1.94K - $2.07K
|
3.51K
$476K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-8- 7.77% |
$1.11K - $1.18K
|
95
$12.9K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.7K- 98.33% |
$2.67M - $2.95M
|
369
$50K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-11.1K- 56.37% |
$1.37M - $1.52M
|
8.6K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.89K- 29.92% |
$1.09M - $1.21M
|
20.8K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.18K- 78.06% |
$760K - $842K
|
1.74K
$235K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.87K- 41.94% |
$722K - $800K
|
8.12K
$1.1M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 9.56% |
$471K - $522K
|
36.2K
$4.91M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-2.9K- 7.09% |
$357K - $396K
|
38K
$5.15M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.31M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 45.18% |
$243K - $269K
|
2.4K
$325K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$460K
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.39K- 33.28% |
$171K - $189K
|
2.79K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 83.35% |
$113K - $126K
|
184
$25K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-763- 9.89% |
$94K - $104K
|
6.95K
$942K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-505- 7.84% |
$62.2K - $68.9K
|
5.93K
$805K
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-394- 2.38% |
$48.5K - $53.7K
|
16.2K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-375- 16.7% |
$46.2K - $51.1K
|
1.87K
$254K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-306- 0.99% |
$37.7K - $41.7K
|
30.6K
$4.15M
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-300- 18.98% |
$36.9K - $40.9K
|
1.28K
$174K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-275- 15.45% |
$33.9K - $37.5K
|
1.51K
$204K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-270- 14.93% |
$33.2K - $36.8K
|
1.54K
$209K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-265- 8.5% |
$32.6K - $36.1K
|
2.85K
$387K
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-188- 10.62% |
$23.2K - $25.6K
|
1.58K
$215K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-112- 39.72% |
$13.8K - $15.3K
|
170
$23.1K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-53- 1.7% |
$6.53K - $7.23K
|
3.06K
$415K
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 1.07% |
$6.16K - $6.82K
|
4.62K
$626K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-32- 1.19% |
$3.94K - $4.36K
|
2.65K
$359K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-15- 14.56% |
$1.85K - $2.05K
|
88
$11.9K
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10- 0.48% |
$1.23K - $1.36K
|
2.08K
$282K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$739 - $818
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-5- 0.25% |
$616 - $682
|
2K
$271K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-597KClosed |
$76.9M - $81.4M
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-94.1K- 22.98% |
$12.1M - $12.8M
|
316K
$42.8M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-84.1K- 85.08% |
$10.8M - $11.5M
|
14.7K
$2M
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-65.1K- 94.66% |
$8.38M - $8.87M
|
3.67K
$498K
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-11.8K- 55.68% |
$1.52M - $1.61M
|
9.4K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.58K- 80.71% |
$1.23M - $1.31M
|
2.29K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-6.58K- 31.14% |
$847K - $896K
|
14.5K
$1.97M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.42K- 17.75% |
$826K - $874K
|
29.7K
$4.03M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3.25K- 8.97% |
$419K - $443K
|
33K
$4.47M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 61.98% |
$335K - $355K
|
1.6K
$217K
|