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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
971+ 26.55% |
$125K - $136K
|
4.63K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42KNew |
$5.42M - $5.87M
|
42K
$6.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-90.2K- 86.14% |
$11.6M - $12.6M
|
14.5K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.29K- 28.56% |
$811K - $878K
|
15.7K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-77.3K- 10.35% |
$9.97M - $10.8M
|
669K
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 4.9% |
$188K - $204K
|
28.3K
$4.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-25- 0.95% |
$3.23K - $3.49K
|
2.62K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
62+ 0.66% |
$8K - $8.66K
|
9.41K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
543+ 18.69% |
$70.1K - $75.9K
|
3.45K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.49KNew |
$192K - $208K
|
1.49K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
66+ 1.4% |
$8.51K - $9.22K
|
4.78K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.84% |
$129 - $140
|
120
$18.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-59- 2.75% |
$7.61K - $8.24K
|
2.08K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
220+ 0.79% |
$28.4K - $30.7K
|
28.2K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.8K- 12.75% |
$7.2M - $7.79M
|
382K
$58M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
66+ 1.46% |
$8.51K - $9.22K
|
4.6K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-11.3K- 79.15% |
$1.46M - $1.58M
|
2.97K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
217+ 1.04% |
$28K - $30.3K
|
21K
$3.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6+ 0.4% |
$774 - $838
|
1.51K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.49K+ 4.44% |
$192K - $208K
|
35.1K
$5.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.39% |
$258 - $279
|
512
$77.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.26K- 34.16% |
$163K - $176K
|
2.43K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.12K- 3.55% |
$145K - $157K
|
30.4K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.21K+ 18.75% |
$414K - $449K
|
20.3K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-4.76K- 69.09% |
$614K - $665K
|
2.13K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.06% |
$129 - $140
|
1.81K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.43K+ 1.68% |
$313K - $339K
|
147K
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1.4K+ 3.7% |
$181K - $196K
|
39.3K
$5.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
575+ 9.72% |
$74.2K - $80.3K
|
6.49K
$986K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-770- 12.9% |
$99.3K - $108K
|
5.2K
$790K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-501- 7.23% |
$64.6K - $70K
|
6.43K
$976K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-75- 0.19% |
$9.68K - $10.5K
|
38.9K
$5.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-22K- 6.08% |
$2.84M - $3.08M
|
340K
$51.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-757- 1.73% |
$97.7K - $106K
|
42.9K
$6.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
409K+ 217.24% |
$52.7M - $57.1M
|
597K
$90.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
27KNew |
$3.48M - $3.77M
|
27K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.3K- 16.85% |
$297K - $321K
|
11.3K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-513- 6.31% |
$66.2K - $71.7K
|
7.61K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.57K- 26.58% |
$331K - $359K
|
7.1K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.2K- 71.62% |
$542K - $587K
|
1.66K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.35K+ 24.15% |
$690K - $747K
|
27.5K
$4.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.8K- 7.56% |
$2.55M - $2.76M
|
241K
$36.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
145+ 7.63% |
$18.7K - $20.3K
|
2.05K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-198- 3.97% |
$25.5K - $27.7K
|
4.79K
$727K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.74K- 6.58% |
$354K - $383K
|
38.9K
$5.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.45KNew |
$187K - $203K
|
1.45K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
61.6K+ 19.16% |
$7.95M - $8.61M
|
383K
$58.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.01K+ 18.82% |
$131K - $142K
|
6.4K
$971K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-880- 11.98% |
$114K - $123K
|
6.47K
$982K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
347K+ 1055.11% |
$44.7M - $48.4M
|
380K
$57.6M
|
|