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 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 51.22% |
$2.66K - $2.85K
|
20
$2.71K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.67% |
$2.66K - $2.85K
|
3.11K
$421K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 0.41% |
$1.27K - $1.36K
|
2.43K
$329K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-220K- 58.67% |
$27.3M - $29.9M
|
155K
$21M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-187K- 93.87% |
$23.2M - $25.4M
|
12.2K
$1.66M
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-114K- 93.6% |
$14.2M - $15.5M
|
7.8K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-79.7K- 92.24% |
$9.89M - $10.8M
|
6.7K
$909K
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-63.2K- 96.58% |
$7.85M - $8.58M
|
2.24K
$303K
|
|
Jul 09, 2025
Q1 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-20.7KClosed |
$2.57M - $2.81M
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-17.6K- 91.85% |
$2.19M - $2.39M
|
1.56K
$212K
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-9.48K- 64.82% |
$1.18M - $1.29M
|
5.14K
$698K
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-3.6K- 2.55% |
$447K - $489K
|
137K
$18.6M
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.31K- 48.39% |
$411K - $450K
|
3.53K
$479K
|
|
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
$6.5M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.25K- 21.03% |
$155K - $170K
|
4.69K
$636K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.16K- 5.57% |
$144K - $157K
|
19.6K
$2.66M
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.11K- 12.06% |
$137K - $150K
|
8.07K
$1.09M
|
|
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
$2.71M
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.0% |
$62.1K - $67.9K
|
4.5K
$610K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-455- 88.35% |
$56.5K - $61.8K
|
60
$8.14K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-445- 21.19% |
$55.2K - $60.4K
|
1.66K
$224K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-428- 12.29% |
$53.1K - $58.1K
|
3.06K
$414K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$23.7K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-257- 9.49% |
$31.9K - $34.9K
|
2.45K
$332K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-250- 3.54% |
$31K - $34K
|
6.81K
$924K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-235- 25.74% |
$29.2K - $31.9K
|
678
$91.9K
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 6.5% |
$14K - $15.3K
|
1.63K
$220K
|
|
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
$18.3K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-67- 0.93% |
$8.32K - $9.1K
|
7.13K
$967K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$6.92K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 3.18% |
$7.08K - $7.74K
|
1.73K
$235K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-37- 2.28% |
$4.59K - $5.03K
|
1.58K
$215K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 6.98% |
$3.72K - $4.07K
|
400
$54.2K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.2% |
$248 - $272
|
1K
$136K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-35.3K- 92.31% |
$4.31M - $4.95M
|
2.94K
$399K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.22K- 22.86% |
$514K - $591K
|
14.2K
$1.93M
|
|
Jan 30, 2025
Q4 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-4KClosed |
$487K - $560K
|
0
$0
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 41.16% |
$347K - $399K
|
4.07K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.36K- 31.68% |
$287K - $330K
|
5.09K
$690K
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.08K- 5.51% |
$253K - $291K
|
35.7K
$4.84M
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.81% |
$224K - $258K
|
36.4K
$4.93M
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 4.56% |
$183K - $210K
|
31.4K
$4.26M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.48K- 37.75% |
$180K - $207K
|
2.44K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.19K- 6.33% |
$145K - $167K
|
17.7K
$2.39M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-949- 19.01% |
$116K - $133K
|
4.04K
$548K
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-755- 6.12% |
$92K - $106K
|
11.6K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-432- 8.55% |
$52.6K - $60.5K
|
4.62K
$626K
|