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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 9.49% |
$810K - $881K
|
56.1K
$7.61M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.77K- 5.75% |
$794K - $864K
|
94.7K
$12.8M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.54K- 10.13% |
$762K - $829K
|
49.2K
$6.67M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.09K- 5.93% |
$701K - $762K
|
80.8K
$11M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.05K- 97.85% |
$695K - $756K
|
111
$15.1K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5.02K- 7.06% |
$691K - $752K
|
66.1K
$8.96M
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5K- 25.0% |
$688K - $748K
|
15K
$2.03M
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.89K- 7.14% |
$673K - $732K
|
63.6K
$8.63M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.79K- 4.5% |
$660K - $718K
|
102K
$13.8M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.79K- 30.85% |
$660K - $717K
|
10.7K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.7K- 15.36% |
$647K - $704K
|
25.9K
$3.51M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.69K- 26.05% |
$645K - $702K
|
13.3K
$1.81M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.67K- 28.16% |
$642K - $699K
|
11.9K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.52K- 12.81% |
$621K - $676K
|
30.7K
$4.17M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.33K- 58.5% |
$596K - $649K
|
3.07K
$417K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-4.3K- 5.98% |
$592K - $644K
|
67.6K
$9.17M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.17K- 8.36% |
$574K - $625K
|
45.7K
$6.2M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-4.02K- 5.63% |
$553K - $602K
|
67.3K
$9.13M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.87K- 11.85% |
$532K - $579K
|
28.8K
$3.9M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.78K- 12.16% |
$520K - $565K
|
27.3K
$3.7M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.75K- 19.91% |
$516K - $561K
|
15.1K
$2.04M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.73K- 25.09% |
$514K - $559K
|
11.1K
$1.51M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.71K- 17.84% |
$510K - $555K
|
17.1K
$2.32M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.66K- 30.77% |
$504K - $548K
|
8.24K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 11.52% |
$488K - $531K
|
27.2K
$3.69M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.5K- 48.56% |
$482K - $524K
|
3.71K
$503K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 3.41% |
$480K - $522K
|
98.8K
$13.4M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.43K- 40.91% |
$472K - $513K
|
4.95K
$671K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 15.07% |
$458K - $499K
|
18.8K
$2.55M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.26K- 9.91% |
$449K - $488K
|
29.7K
$4.02M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.25K- 81.22% |
$448K - $487K
|
752
$102K
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.18K- 16.39% |
$437K - $476K
|
16.2K
$2.2M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.15K- 38.55% |
$434K - $472K
|
5.03K
$681K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.1K- 5.07% |
$426K - $464K
|
58K
$7.87M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.08K- 12.31% |
$424K - $461K
|
22K
$2.98M
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-3.02K- 38.75% |
$415K - $452K
|
4.77K
$647K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.98K- 2.06% |
$410K - $446K
|
142K
$19.2M
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.91K- 52.3% |
$400K - $435K
|
2.65K
$359K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.9K- 5.07% |
$399K - $434K
|
54.4K
$7.37M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.9K- 19.21% |
$399K - $434K
|
12.2K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.86K- 15.21% |
$394K - $428K
|
16K
$2.16M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.85K- 3.61% |
$392K - $427K
|
76.2K
$10.3M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-2.76K- 20.38% |
$380K - $414K
|
10.8K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.76K- 26.74% |
$380K - $414K
|
7.57K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.76K- 1.2% |
$380K - $413K
|
226K
$30.7M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.68K- 43.89% |
$369K - $401K
|
3.43K
$465K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.54K- 22.29% |
$349K - $380K
|
8.84K
$1.2M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-2.45K- 39.84% |
$337K - $366K
|
3.7K
$501K
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 13.03% |
$336K - $366K
|
16.3K
$2.21M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.39K- 26.53% |
$329K - $357K
|
6.61K
$897K
|