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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-863- 8.63% |
$118K - $134K
|
9.14K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-144- 0.77% |
$19.6K - $22.3K
|
18.6K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
315+ 6.06% |
$42.9K - $48.7K
|
5.51K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.76KNew |
$376K - $427K
|
2.76K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-44.5K- 47.15% |
$6.06M - $6.89M
|
49.9K
$7.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-236- 5.56% |
$32.2K - $36.5K
|
4.01K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.35K- 15.17% |
$593K - $673K
|
24.3K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.5K- 49.1% |
$1.16M - $1.31M
|
8.81K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-89.3K- 78.96% |
$12.2M - $13.8M
|
23.8K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.5K+ 23.43% |
$1.43M - $1.63M
|
55.3K
$7.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 0.87% |
$8.99K - $10.2K
|
7.62K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-89- 3.29% |
$12.1K - $13.8K
|
2.62K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-257- 8.15% |
$35K - $39.8K
|
2.9K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75K+ 61.96% |
$511K - $580K
|
9.79K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.14K+ 35.46% |
$1.25M - $1.41M
|
34.9K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-25- 0.83% |
$3.41K - $3.87K
|
3K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.21KNew |
$1.12M - $1.27M
|
8.21K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.55K+ 39.02% |
$211K - $239K
|
5.51K
$792K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-153- 0.41% |
$20.9K - $23.7K
|
36.8K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
401+ 2.45% |
$54.6K - $62.1K
|
16.8K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 1.11% |
$6.81K - $7.74K
|
4.45K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 12.96% |
$262K - $298K
|
16.8K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.42K+ 61.1% |
$1.28M - $1.46M
|
24.8K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-110- 1.09% |
$15K - $17K
|
9.98K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-289- 7.36% |
$39.4K - $44.7K
|
3.64K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2K- 35.24% |
$273K - $309K
|
3.68K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.94K- 59.39% |
$673K - $764K
|
3.38K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-98.2K- 86.14% |
$13.4M - $15.2M
|
15.8K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.4K- 11.94% |
$191K - $217K
|
10.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.16M- 16.49% |
$158M - $179M
|
5.86M
$843M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-255K- 85.0% |
$34.8M - $39.5M
|
45K
$6.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.26K- 14.37% |
$445K - $505K
|
19.4K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 0.25% |
$1.99M - $2.26M
|
5.92M
$852M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-849- 5.67% |
$116K - $131K
|
14.1K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
273+ 2.69% |
$37.2K - $42.2K
|
10.4K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.52K+ 0.48% |
$207K - $235K
|
321K
$46.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-325K- 48.74% |
$44.3M - $50.3M
|
342K
$49.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-16.5K- 35.58% |
$2.24M - $2.55M
|
29.8K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
50+ 0.27% |
$6.81K - $7.74K
|
18.5K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
651+ 1.25% |
$88.7K - $101K
|
52.7K
$7.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.55K+ 8.99% |
$348K - $395K
|
30.9K
$4.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.47K+ 105.18% |
$882K - $1M
|
12.6K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
260+ 4.35% |
$35.4K - $40.2K
|
6.24K
$897K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
39.4K+ 122.13% |
$5.36M - $6.09M
|
71.6K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 0.51% |
$6.81K - $7.74K
|
9.88K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-387- 3.92% |
$52.7K - $59.9K
|
9.49K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.76KNew |
$240K - $272K
|
1.76K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-480- 1.95% |
$65.4K - $74.3K
|
24.1K
$3.47M
|