Latest Institutional Transactions on Select Sector Spdr Fund Health (XLV)
This table provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
869+ 14.58% |
$123K - $133K
|
6.83K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
271+ 18.18% |
$38.5K - $41.4K
|
1.76K
$268K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-206- 5.14% |
$29.2K - $31.5K
|
3.8K
$577K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
313+ 1.56% |
$44.4K - $47.8K
|
20.4K
$3.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
528+ 3.37% |
$74.9K - $80.7K
|
16.2K
$2.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.98KNew |
$281K - $303K
|
1.98K
$301K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.47% |
$1.42K - $1.53K
|
2.13K
$324K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.15K- 1.59% |
$163K - $176K
|
71K
$10.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
603+ 29.93% |
$85.6K - $92.2K
|
2.62K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
68.9K+ 10.04% |
$9.78M - $10.5M
|
755K
$115M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-130- 1.35% |
$18.5K - $19.9K
|
9.53K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
16.2K+ 18.74% |
$2.31M - $2.48M
|
103K
$15.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405+ 2.0% |
$57.5K - $61.9K
|
20.7K
$3.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.56% |
$284 - $306
|
358
$54.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
72+ 1.99% |
$10.2K - $11K
|
3.69K
$561K
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-8.9K- 6.45% |
$1.26M - $1.36M
|
129K
$19.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.5K- 41.18% |
$497K - $535K
|
5K
$759K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-922- 20.21% |
$131K - $141K
|
3.64K
$553K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.53KNew |
$217K - $234K
|
1.53K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.47K- 34.17% |
$635K - $684K
|
8.62K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-391- 11.5% |
$55.5K - $59.8K
|
3.01K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-62- 81.58% |
$8.8K - $9.47K
|
14
$2.13K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-546- 6.17% |
$77.5K - $83.4K
|
8.31K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.8K+ 168.08% |
$1.54M - $1.65M
|
17.2K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$142 - $153
|
2.8K
$425K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-811- 28.87% |
$115K - $124K
|
2K
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 5.3% |
$203K - $218K
|
25.5K
$3.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
54+ 3.24% |
$7.67K - $8.25K
|
1.72K
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
442+ 8.52% |
$62.7K - $67.5K
|
5.63K
$854K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$417K - $449K
|
2.94K
$446K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-20.3K- 14.8% |
$2.88M - $3.1M
|
117K
$17.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
118+ 5.36% |
$16.8K - $18K
|
2.32K
$352K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 1.17% |
$185K - $200K
|
112K
$17.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-134- 4.71% |
$19K - $20.5K
|
2.71K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13KNew |
$1.85M - $1.99M
|
13K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-193- 2.4% |
$27.4K - $29.5K
|
7.87K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 3.5% |
$14.2K - $15.3K
|
2.75K
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.69K+ 9.96% |
$240K - $259K
|
18.7K
$2.84M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$359K - $387K
|
2.53K
$384K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-305- 6.17% |
$43.3K - $46.6K
|
4.64K
$705K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
496+ 5.59% |
$70.4K - $75.8K
|
9.36K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
77+ 4.54% |
$10.9K - $11.8K
|
1.77K
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
5.8K+ 9.26% |
$823K - $887K
|
68.4K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
61+ 3.13% |
$8.66K - $9.32K
|
2.01K
$305K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
67+ 2.96% |
$9.51K - $10.2K
|
2.33K
$354K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770+ 28.25% |
$109K - $118K
|
3.5K
$531K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.42% |
$284 - $306
|
474
$72K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.13% |
$40.3K - $43.4K
|
8.8K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-215- 0.96% |
$30.5K - $32.9K
|
22.3K
$3.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
330New |
$46.8K - $50.4K
|
330
$50.1K
|
|