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
|
South State Corp
|
BUY
|
- |
976+ 20.77% |
$133K - $151K
|
5.67K
$816K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
202K+ 61.13% |
$27.5M - $31.2M
|
532K
$76.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
200K+ 11.78% |
$27.2M - $30.9M
|
1.89M
$272M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$136 - $155
|
1.45K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.62K- 40.12% |
$493K - $559K
|
5.4K
$776K
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
23.4K+ 24.05% |
$3.19M - $3.62M
|
121K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-389- 19.56% |
$53K - $60.2K
|
1.6K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-520- 21.99% |
$70.9K - $80.5K
|
1.85K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 43.19% |
$1.56M - $1.77M
|
15.1K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-90- 0.12% |
$12.3K - $13.9K
|
73.4K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
611New |
$83.3K - $94.5K
|
611
$87.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-819- 27.32% |
$112K - $127K
|
2.18K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-19.4K- 28.02% |
$2.64M - $3M
|
49.8K
$7.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-432- 2.03% |
$58.9K - $66.8K
|
20.9K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
650+ 11.2% |
$88.6K - $101K
|
6.45K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-16.2K- 59.28% |
$2.2M - $2.5M
|
11.1K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-185- 0.88% |
$25.2K - $28.6K
|
20.9K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.83K- 11.9% |
$385K - $437K
|
20.9K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
761+ 11.43% |
$104K - $118K
|
7.42K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332+ 7.43% |
$45.2K - $51.4K
|
4.8K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.94K- 8.74% |
$809K - $919K
|
62K
$8.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.05% |
$18.9K - $21.5K
|
282K
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16.4K- 50.13% |
$2.24M - $2.54M
|
16.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.08% |
$6.95K - $7.89K
|
4.77K
$686K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
750New |
$102K - $116K
|
750
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.7K- 9.66% |
$368K - $418K
|
25.2K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-112- 4.46% |
$15.3K - $17.3K
|
2.4K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09K- 25.13% |
$148K - $168K
|
3.24K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.97KNew |
$404K - $459K
|
2.97K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79New |
$10.8K - $12.2K
|
79
$11.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$409 - $464
|
14K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.4KNew |
$873K - $991K
|
6.4K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.11K+ 75.42% |
$696K - $790K
|
11.9K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.79KNew |
$516K - $586K
|
3.79K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2KNew |
$272K - $309K
|
2K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 8.84% |
$7.18M - $8.16M
|
543K
$78.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
320+ 1777.78% |
$43.6K - $49.5K
|
338
$48.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.12K- 13.63% |
$1.11M - $1.26M
|
51.4K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 23.66% |
$159K - $181K
|
3.78K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.03K+ 6.17% |
$276K - $314K
|
34.9K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-635- 7.21% |
$86.5K - $98.3K
|
8.17K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.33K+ 7.44% |
$454K - $515K
|
48.1K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.98% |
$20.4K - $23.2K
|
1.82K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 29.71% |
$5.59K - $6.34K
|
97
$14K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
791+ 12.82% |
$108K - $122K
|
6.96K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
85+ 5.9% |
$11.6K - $13.2K
|
1.53K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 1.88% |
$5.18K - $5.88K
|
1.98K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-10- 32.26% |
$1.36K - $1.55K
|
21
$3.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-921- 32.08% |
$126K - $143K
|
1.95K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
830+ 11.3% |
$113K - $128K
|
8.18K
$1.18M
|