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 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
106+ 2.65% |
$14.4K - $16.4K
|
4.1K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
939+ 3.51% |
$128K - $145K
|
27.7K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 1.1% |
$13.6K - $15.5K
|
8.97K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
301+ 20.24% |
$41K - $46.6K
|
1.79K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-56.4K- 12.36% |
$7.69M - $8.73M
|
400K
$57.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-301K- 44.76% |
$41M - $46.6M
|
372K
$53.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 3.91% |
$395K - $448K
|
77K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-804- 30.54% |
$110K - $124K
|
1.83K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 12.53% |
$32K - $36.4K
|
1.64K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.27% |
$1.5K - $1.7K
|
4.05K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.57K- 21.84% |
$351K - $398K
|
9.21K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.45K- 41.72% |
$197K - $224K
|
2.02K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
432+ 236.07% |
$58.9K - $66.8K
|
615
$88.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
480+ 9.03% |
$65.4K - $74.3K
|
5.79K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.02MNew |
$820M - $931M
|
6.02M
$866M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$44.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 0.2% |
$2.32K - $2.63K
|
8.59K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 31.47% |
$274K - $311K
|
8.39K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.07K+ 0.61% |
$146K - $166K
|
178K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.41% |
$3.68K - $4.18K
|
1.94K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 2.11% |
$6.81K - $7.74K
|
2.32K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-650- 7.44% |
$88.6K - $101K
|
8.09K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-575- 2.52% |
$78.4K - $89K
|
22.2K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.48K- 26.58% |
$339K - $384K
|
6.86K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-636- 7.36% |
$86.7K - $98.4K
|
8.01K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.2K- 62.25% |
$1.66M - $1.89M
|
7.4K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
575+ 150.13% |
$78.4K - $89K
|
958
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30.6K+ 27.97% |
$4.17M - $4.73M
|
140K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.63K- 29.25% |
$223K - $253K
|
3.95K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 1.66% |
$10.2K - $11.6K
|
4.45K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23- 1.46% |
$3.13K - $3.56K
|
1.55K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-195- 3.42% |
$26.6K - $30.2K
|
5.51K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-73.5K- 34.89% |
$10M - $11.4M
|
137K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-48- 0.19% |
$6.54K - $7.43K
|
24.9K
$3.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 1.28% |
$309K - $351K
|
176K
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.68K- 26.75% |
$773K - $878K
|
15.5K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 15.21% |
$230K - $261K
|
9.4K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.36% |
$10.2K - $11.6K
|
5.45K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58KNew |
$623K - $708K
|
4.58K
$658K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.41KNew |
$1.01M - $1.15M
|
7.41K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.8K+ 41.64% |
$245K - $278K
|
6.11K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$136 - $155
|
1.18K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.2K- 6.26% |
$4.67M - $5.3M
|
513K
$73.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$294K - $333K
|
2.16K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-901- 5.48% |
$123K - $139K
|
15.5K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 1.56% |
$181K - $206K
|
86.7K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-362- 1.8% |
$49.3K - $56K
|
19.8K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 1.92% |
$54.5K - $61.9K
|
20.5K
$2.94M
|