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 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-24.3K- 23.11% |
$3.32M - $3.77M
|
81K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-70.8K- 25.15% |
$9.64M - $10.9M
|
211K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 0.61% |
$136 - $155
|
166
$23.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
258+ 86.0% |
$35.2K - $39.9K
|
558
$80.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.02K- 64.74% |
$139K - $158K
|
556
$80K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
667+ 38.29% |
$90.9K - $103K
|
2.41K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-139- 14.03% |
$18.9K - $21.5K
|
852
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
167+ 4.7% |
$22.8K - $25.8K
|
3.72K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-311- 6.26% |
$42.4K - $48.1K
|
4.65K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 2.01% |
$1.82M - $2.07M
|
679K
$97.6M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.85K+ 90.98% |
$252K - $286K
|
3.88K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
31+ 0.03% |
$4.22K - $4.8K
|
100K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.7K- 9.72% |
$914K - $1.04M
|
62.3K
$8.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
360+ 16.72% |
$49.1K - $55.7K
|
2.51K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 7.88% |
$1.53M - $1.74M
|
131K
$18.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-588- 7.11% |
$80.1K - $91K
|
7.69K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-525- 2.1% |
$71.5K - $81.2K
|
24.5K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.85KNew |
$388K - $441K
|
2.85K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-141- 3.88% |
$19.2K - $21.8K
|
3.49K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-447- 5.32% |
$60.9K - $69.2K
|
7.95K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
879+ 2.73% |
$120K - $136K
|
33K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-743- 8.14% |
$101K - $115K
|
8.39K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
961New |
$131K - $149K
|
961
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.48K+ 75.87% |
$202K - $229K
|
3.43K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 3.51% |
$51.4K - $58.3K
|
11.1K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.14K- 17.12% |
$700K - $795K
|
24.9K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-32- 0.19% |
$4.36K - $4.95K
|
16.7K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
798+ 1.83% |
$109K - $123K
|
44.5K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15- 0.51% |
$2.04K - $2.32K
|
2.92K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-148- 1.33% |
$20.2K - $22.9K
|
11K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
59+ 1.49% |
$8.04K - $9.13K
|
4.03K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
252+ 15.35% |
$34.3K - $39K
|
1.89K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
20+ 6.39% |
$2.73K - $3.09K
|
333
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-903- 16.19% |
$123K - $140K
|
4.68K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
546New |
$74.4K - $84.5K
|
546
$78.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
34+ 0.86% |
$4.63K - $5.26K
|
3.98K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-218- 11.64% |
$29.7K - $33.7K
|
1.66K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.1K- 7.17% |
$423K - $480K
|
40.2K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-429- 2.78% |
$58.5K - $66.4K
|
15K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.7K+ 47.41% |
$7.73M - $8.77M
|
176K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 12.02% |
$1.47M - $1.67M
|
78.7K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.45KNew |
$198K - $225K
|
1.45K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
519+ 3.61% |
$70.7K - $80.3K
|
14.9K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-197K- 84.36% |
$26.9M - $30.5M
|
36.6K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13K- 85.57% |
$1.77M - $2.01M
|
2.19K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
65New |
$8.86K - $10.1K
|
65
$9.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-199- 1.57% |
$27.1K - $30.8K
|
12.5K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.96K- 12.05% |
$676K - $768K
|
36.2K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-101K- 47.56% |
$13.8M - $15.6M
|
111K
$16M
|