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 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 38.68% |
$523K - $566K
|
6.42K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-100- 6.08% |
$12.9K - $14K
|
1.55K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
727+ 22.38% |
$93.8K - $102K
|
3.98K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-707- 55.58% |
$91.2K - $98.8K
|
565
$85.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-432- 40.64% |
$55.7K - $60.4K
|
631
$95.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
199+ 2.43% |
$25.7K - $27.8K
|
8.4K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.9K+ 11.95% |
$2.95M - $3.2M
|
214K
$32.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
CALL |
-200- 33.33% |
$25.8K - $27.9K
|
400
$60.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
70.5KNew |
$9.1M - $9.86M
|
70.5K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 39.53% |
$164K - $178K
|
4.49K
$681K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.07K- 12.08% |
$654K - $708K
|
36.9K
$5.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-231- 5.62% |
$29.8K - $32.3K
|
3.88K
$589K
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.56% |
$6.45K - $6.99K
|
8.87K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.48K- 33.24% |
$191K - $207K
|
2.97K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.52K- 12.08% |
$196K - $213K
|
11.1K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
45+ 88.24% |
$5.81K - $6.29K
|
96
$14.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-982- 18.74% |
$127K - $137K
|
4.26K
$646K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
191+ 1.63% |
$24.6K - $26.7K
|
11.9K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-315- 79.55% |
$40.6K - $44K
|
81
$12.3K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.69KNew |
$218K - $236K
|
1.69K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-72- 3.22% |
$9.29K - $10.1K
|
2.17K
$329K
|
|
|
Nov 10, 2025
Q3 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
16.1K+ 11.64% |
$2.08M - $2.25M
|
154K
$23.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 15.45% |
$1.8M - $1.95M
|
76.4K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-146- 6.85% |
$18.8K - $20.4K
|
1.98K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.27K- 2.08% |
$164K - $177K
|
59.6K
$9.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
53+ 2.87% |
$6.84K - $7.41K
|
1.9K
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-140- 3.84% |
$18.1K - $19.6K
|
3.5K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-82- 2.13% |
$10.6K - $11.5K
|
3.76K
$571K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.04K+ 1.67% |
$908K - $983K
|
428K
$65.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-325- 4.7% |
$41.9K - $45.4K
|
6.59K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.34K+ 6.19% |
$173K - $188K
|
23.1K
$3.5M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-635- 3.78% |
$81.9K - $88.7K
|
16.2K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.71K- 2.31% |
$220K - $238K
|
72K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.98K+ 2.89% |
$255K - $276K
|
70.5K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.7K+ 3.47% |
$1.9M - $2.05M
|
439K
$66.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
130+ 0.37% |
$16.8K - $18.2K
|
34.8K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.6KNew |
$207K - $224K
|
1.6K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
817+ 2.05% |
$105K - $114K
|
40.6K
$6.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.01K+ 312.87% |
$646K - $700K
|
6.61K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 15.99% |
$5.35M - $5.8M
|
218K
$33.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-22.8K- 93.64% |
$2.94M - $3.18M
|
1.55K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
87+ 4.53% |
$11.2K - $12.2K
|
2.01K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.46K- 11.87% |
$318K - $344K
|
18.3K
$2.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.13M+ 8.9% |
$146M - $158M
|
13.8M
$2.1B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
902+ 3.18% |
$116K - $126K
|
29.3K
$4.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-875- 55.98% |
$113K - $122K
|
688
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.44KNew |
$186K - $201K
|
1.44K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-228- 2.64% |
$29.4K - $31.9K
|
8.41K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.1K- 9.6% |
$1.69M - $1.83M
|
123K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 1.57% |
$3.87K - $4.19K
|
1.94K
$294K
|
|