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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.46K- 39.87% |
$317K - $335K
|
3.71K
$503K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.4K- 25.61% |
$309K - $327K
|
6.97K
$945K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.25K- 55.37% |
$290K - $307K
|
1.82K
$246K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.47% |
$265K - $281K
|
81.3K
$11M
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 38.71% |
$250K - $264K
|
3.07K
$416K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-952- 10.49% |
$123K - $130K
|
8.13K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-845- 79.12% |
$109K - $115K
|
223
$30.2K
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-750- 27.27% |
$96.6K - $102K
|
2K
$271K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-691- 8.55% |
$89K - $94.1K
|
7.39K
$1M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-625- 26.46% |
$80.5K - $85.2K
|
1.74K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-562- 4.56% |
$72.4K - $76.6K
|
11.8K
$1.59M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-482- 19.88% |
$62.1K - $65.7K
|
1.94K
$263K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-322- 11.38% |
$41.5K - $43.9K
|
2.51K
$340K
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-322- 14.41% |
$41.5K - $43.9K
|
1.91K
$259K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-310- 6.8% |
$39.9K - $42.2K
|
4.25K
$576K
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 2.98% |
$32.2K - $34.1K
|
8.13K
$1.1M
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 44.78% |
$19.3K - $20.4K
|
185
$25.1K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-143- 1.51% |
$18.4K - $19.5K
|
9.34K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-135- 5.1% |
$17.4K - $18.4K
|
2.51K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-106- 17.26% |
$13.6K - $14.4K
|
508
$68.9K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-101- 5.49% |
$13K - $13.8K
|
1.74K
$236K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-99- 1.24% |
$12.7K - $13.5K
|
7.9K
$1.07M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 16.61% |
$6.44K - $6.81K
|
251
$34K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 23.7% |
$5.28K - $5.59K
|
132
$17.9K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 37.11% |
$4.63K - $4.9K
|
61
$8.27K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 1.69% |
$2.19K - $2.32K
|
991
$134K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6- 0.24% |
$772 - $817
|
2.49K
$337K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-183K- 49.31% |
$23.2M - $24.8M
|
188K
$25.5M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-77.6K- 97.75% |
$9.84M - $10.5M
|
1.78K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-34.4K- 95.6% |
$4.36M - $4.67M
|
1.59K
$215K
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-3.72K- 66.89% |
$471K - $504K
|
1.84K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.68K- 61.14% |
$340K - $364K
|
1.71K
$231K
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.83K- 53.13% |
$231K - $248K
|
1.61K
$218K
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.5K- 30.0% |
$190K - $203K
|
3.5K
$475K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.03K- 1.58% |
$130K - $139K
|
64K
$8.68M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.01K- 1.31% |
$128K - $137K
|
76.5K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-785- 20.83% |
$99.5K - $106K
|
2.98K
$404K
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-627- 8.33% |
$79.5K - $85.1K
|
6.9K
$936K
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-514- 17.49% |
$65.1K - $69.7K
|
2.43K
$329K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-453- 64.53% |
$57.4K - $61.5K
|
249
$33.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-304- 49.19% |
$38.5K - $41.2K
|
314
$42.6K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$225K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-292- 14.98% |
$37K - $39.6K
|
1.66K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-213- 6.04% |
$27K - $28.9K
|
3.32K
$450K
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-212- 11.02% |
$26.9K - $28.8K
|
1.71K
$232K
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-180- 0.28% |
$22.8K - $24.4K
|
63.5K
$8.61M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-153- 4.41% |
$19.4K - $20.8K
|
3.32K
$450K
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-78- 0.48% |
$9.89K - $10.6K
|
16.3K
$2.21M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 4.2% |
$9.25K - $9.9K
|
1.67K
$226K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-34- 2.92% |
$4.31K - $4.61K
|
1.13K
$153K
|