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 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.29% |
$244K - $268K
|
13.4K
$1.91M
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.7K- 12.38% |
$244K - $268K
|
12.1K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 2.39% |
$242K - $265K
|
69K
$9.85M
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.67K- 49.04% |
$239K - $262K
|
1.73K
$247K
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.66K- 9.81% |
$237K - $260K
|
15.2K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.64K- 7.63% |
$235K - $258K
|
19.8K
$2.84M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.0% |
$234K - $256K
|
52.6K
$7.52M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.62K- 15.43% |
$233K - $255K
|
8.9K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 4.45% |
$228K - $250K
|
34.2K
$4.88M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 4.6% |
$224K - $245K
|
32.4K
$4.63M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.54K- 17.42% |
$221K - $242K
|
7.31K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.53K- 21.77% |
$219K - $240K
|
5.5K
$785K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.49K- 14.75% |
$213K - $234K
|
8.58K
$1.23M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.48K- 16.07% |
$212K - $233K
|
7.73K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 5.09% |
$209K - $229K
|
27.2K
$3.89M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.44K- 10.34% |
$207K - $227K
|
12.5K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.19% |
$206K - $226K
|
64.3K
$9.18M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.44K- 2.74% |
$206K - $226K
|
51.1K
$7.3M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.41K- 23.38% |
$203K - $222K
|
4.63K
$662K
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.4K- 15.06% |
$201K - $221K
|
7.92K
$1.13M
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.39K- 22.53% |
$199K - $218K
|
4.77K
$681K
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.37K- 4.52% |
$197K - $216K
|
29K
$4.15M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 22.99% |
$189K - $207K
|
4.42K
$631K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.29K- 4.56% |
$185K - $203K
|
26.9K
$3.85M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.28K- 10.71% |
$184K - $202K
|
10.7K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.27K- 15.8% |
$182K - $200K
|
6.76K
$966K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.26K- 2.6% |
$180K - $198K
|
47.2K
$6.74M
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.22K- 3.06% |
$174K - $191K
|
38.4K
$5.49M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.21K- 93.5% |
$173K - $190K
|
84
$12K
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.19K- 62.19% |
$170K - $186K
|
721
$103K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.17K- 8.41% |
$168K - $185K
|
12.8K
$1.83M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.17K- 20.32% |
$167K - $183K
|
4.57K
$653K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 29.19% |
$166K - $182K
|
2.81K
$402K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.16K- 4.68% |
$166K - $182K
|
23.6K
$3.37M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 13.14% |
$165K - $181K
|
7.59K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.15K- 12.96% |
$165K - $181K
|
7.71K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.14K- 1.58% |
$163K - $179K
|
70.6K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.13K- 3.07% |
$162K - $178K
|
35.6K
$5.09M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 19.23% |
$160K - $175K
|
4.69K
$670K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 0.91% |
$158K - $174K
|
120K
$17.2M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.08K- 1.41% |
$155K - $170K
|
75.5K
$10.8M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.08K- 3.87% |
$154K - $169K
|
26.7K
$3.82M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.06K- 2.7% |
$152K - $167K
|
38.3K
$5.47M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.05K- 16.69% |
$151K - $165K
|
5.25K
$750K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 1.65% |
$148K - $162K
|
61.5K
$8.79M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 0.51% |
$146K - $161K
|
199K
$28.4M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 7.69% |
$146K - $161K
|
12.3K
$1.75M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1K- 5.18% |
$143K - $157K
|
18.3K
$2.62M
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-975- 3.45% |
$140K - $153K
|
27.3K
$3.9M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-963- 18.06% |
$138K - $151K
|
4.37K
$624K
|