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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.07K+ 10.47% |
$282K - $321K
|
21.9K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.45% |
$1.36K - $1.55K
|
2.26K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$10.6M - $12M
|
77.8K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
623+ 5.51% |
$84.9K - $96.4K
|
11.9K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 171.62% |
$420K - $477K
|
4.88K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.92K+ 33.08% |
$262K - $298K
|
7.74K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
213New |
$29K - $33K
|
213
$30.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 7.96% |
$154K - $175K
|
15.3K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-279- 11.32% |
$38K - $43.2K
|
2.19K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-42K- 39.07% |
$5.72M - $6.5M
|
65.5K
$9.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.48KNew |
$338K - $384K
|
2.48K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.04K+ 35.76% |
$141K - $160K
|
3.93K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-28- 1.79% |
$3.82K - $4.33K
|
1.54K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.8K+ 2.04% |
$2.56M - $2.91M
|
940K
$135M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
112+ 0.38% |
$15.3K - $17.3K
|
29.4K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
576+ 40.31% |
$78.5K - $89.1K
|
2.01K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-568- 2.75% |
$77.4K - $87.9K
|
20.1K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 11.63% |
$30.1K - $34.2K
|
1.68K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 5.11% |
$5.2M - $5.91M
|
709K
$102M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
247+ 3.07% |
$33.7K - $38.2K
|
8.28K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
217+ 0.86% |
$29.6K - $33.6K
|
25.5K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 16.88% |
$79.6K - $90.4K
|
4.04K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13.3KNew |
$1.82M - $2.06M
|
13.3K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 19.05% |
$186K - $212K
|
5.81K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365+ 6.98% |
$49.7K - $56.5K
|
5.59K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.3K- 45.42% |
$8.35M - $9.48M
|
73.6K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-89- 6.45% |
$12.1K - $13.8K
|
1.29K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
157+ 3.64% |
$21.4K - $24.3K
|
4.47K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 14.35% |
$568K - $645K
|
33.2K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
448New |
$61.1K - $69.3K
|
448
$64.4K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.05K- 8.75% |
$552K - $626K
|
42.2K
$6.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
735+ 13.45% |
$100K - $114K
|
6.2K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 3.44% |
$11.7K - $13.3K
|
2.42K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
798+ 4.13% |
$109K - $123K
|
20.1K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 29.96% |
$293K - $333K
|
5.02K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-442- 9.16% |
$60.2K - $68.4K
|
4.38K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 7.12% |
$14.9K - $16.9K
|
1.64K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
118+ 0.42% |
$16.1K - $18.3K
|
28.3K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.26KNew |
$989K - $1.12M
|
7.26K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.3K- 31.87% |
$6.86M - $7.79M
|
108K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-338- 11.81% |
$46.1K - $52.3K
|
2.52K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.6K- 5.51% |
$4.58M - $5.2M
|
576K
$82.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
815+ 17.2% |
$111K - $126K
|
5.55K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
37.1K+ 15.62% |
$5.06M - $5.74M
|
275K
$39.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
117New |
$15.9K - $18.1K
|
117
$16.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.89% |
$92.5K - $105K
|
6.96K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
8.25KNew |
$1.12M - $1.28M
|
8.25K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.89K- 28.34% |
$530K - $601K
|
9.83K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-728- 5.7% |
$99.2K - $113K
|
12.1K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
139K+ 18.06% |
$18.9M - $21.5M
|
908K
$131M
|