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 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-280- 0.42% |
$38.2K - $43.3K
|
66.1K
$9.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
911+ 17.83% |
$124K - $141K
|
6.02K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
299+ 13.34% |
$40.7K - $46.3K
|
2.54K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-498- 2.72% |
$67.9K - $77.1K
|
17.8K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.56K+ 83.96% |
$348K - $395K
|
5.6K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.14KNew |
$156K - $177K
|
1.14K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$1.85M - $2.1M
|
13.5K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.01KNew |
$410K - $466K
|
3.01K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-291- 6.07% |
$39.7K - $45K
|
4.51K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-55.6K- 14.25% |
$7.58M - $8.61M
|
335K
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-366- 7.31% |
$49.9K - $56.6K
|
4.64K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
710+ 7.24% |
$96.8K - $110K
|
10.5K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.27K+ 24.2% |
$173K - $197K
|
6.53K
$939K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-853K- 12.96% |
$116M - $132M
|
5.73M
$825M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-85K- 85.0% |
$11.6M - $13.2M
|
15K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-275K- 87.98% |
$37.5M - $42.6M
|
37.6K
$5.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-13- 0.41% |
$1.77K - $2.01K
|
3.15K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-607- 3.88% |
$82.7K - $93.9K
|
15K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-140- 0.27% |
$19.1K - $21.7K
|
50.9K
$7.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.86K- 41.31% |
$254K - $288K
|
2.65K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.6K+ 1.07% |
$9.76M - $11.1M
|
6.74M
$970M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.31% |
$681 - $774
|
1.64K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$676K - $768K
|
4.96K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
73New |
$9.95K - $11.3K
|
73
$10.5K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-642- 24.12% |
$87.5K - $99.3K
|
2.02K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.08K- 13.77% |
$147K - $167K
|
6.76K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.11K- 5.21% |
$288K - $327K
|
38.4K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
424+ 16.03% |
$57.8K - $65.6K
|
3.07K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
762+ 12.2% |
$104K - $118K
|
7.01K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.01K+ 16.57% |
$274K - $311K
|
14.2K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.07KNew |
$419K - $475K
|
3.07K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.48KNew |
$338K - $384K
|
2.48K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
13.2K+ 1.49% |
$1.8M - $2.04M
|
901K
$130M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
692+ 3.0% |
$94.3K - $107K
|
23.8K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.16K+ 272.51% |
$839K - $953K
|
8.42K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
8+ 0.45% |
$1.09K - $1.24K
|
1.79K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-164- 0.48% |
$22.3K - $25.4K
|
33.9K
$4.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
259+ 5.05% |
$35.3K - $40.1K
|
5.38K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
79.7K+ 1318.11% |
$10.9M - $12.3M
|
85.7K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-90.1K- 65.18% |
$12.3M - $13.9M
|
48.1K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
761+ 18.9% |
$104K - $118K
|
4.79K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
430+ 3.63% |
$58.6K - $66.5K
|
12.3K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
105+ 7.41% |
$14.3K - $16.2K
|
1.52K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922+ 51.71% |
$126K - $143K
|
2.71K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
24.4KNew |
$3.32M - $3.77M
|
24.4K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-109- 1.33% |
$14.9K - $16.9K
|
8.07K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-248- 9.47% |
$33.8K - $38.4K
|
2.37K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 32.82% |
$395K - $449K
|
5.94K
$854K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.59KNew |
$354K - $401K
|
2.59K
$373K
|