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 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 3.09% |
$4.13K - $4.47K
|
1.07K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
12.8K+ 16.09% |
$1.65M - $1.79M
|
92.5K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Scp Investment, LP
|
BUY
|
- |
10KNew |
$1.29M - $1.4M
|
10K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
24K+ 19335.48% |
$3.09M - $3.35M
|
24.1K
$3.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.06K- 13.74% |
$395K - $427K
|
19.2K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-611- 18.61% |
$78.8K - $85.4K
|
2.67K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
152+ 0.99% |
$19.6K - $21.2K
|
15.4K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-139- 2.28% |
$17.9K - $19.4K
|
5.95K
$904K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
92+ 3.21% |
$11.9K - $12.9K
|
2.96K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.06K+ 120.02% |
$653K - $707K
|
9.27K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
369+ 0.58% |
$47.6K - $51.6K
|
63.7K
$9.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-41- 0.47% |
$5.29K - $5.73K
|
8.78K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-20.1K- 72.28% |
$2.6M - $2.81M
|
7.72K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
245+ 8.18% |
$31.6K - $34.2K
|
3.24K
$492K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-5.97K- 20.01% |
$770K - $834K
|
23.9K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-300K- 83.59% |
$38.7M - $41.9M
|
58.8K
$8.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-378- 5.32% |
$48.8K - $52.8K
|
6.72K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.39KNew |
$309K - $334K
|
2.39K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-102- 6.01% |
$13.2K - $14.3K
|
1.6K
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-197- 6.38% |
$25.4K - $27.5K
|
2.89K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-82- 0.48% |
$10.6K - $11.5K
|
17K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-123- 0.42% |
$15.9K - $17.2K
|
29.3K
$4.45M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-25- 1.28% |
$3.23K - $3.49K
|
1.93K
$294K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.5K- 68.45% |
$1.48M - $1.61M
|
5.3K
$805K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
15+ 0.41% |
$1.94K - $2.1K
|
3.71K
$563K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
55+ 1.44% |
$7.1K - $7.68K
|
3.88K
$589K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
87+ 4.13% |
$11.2K - $12.2K
|
2.2K
$333K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.92KNew |
$505K - $547K
|
3.92K
$595K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.17K- 18.84% |
$408K - $442K
|
13.6K
$2.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
126+ 5.18% |
$16.3K - $17.6K
|
2.56K
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-70- 0.31% |
$9.03K - $9.78K
|
22.7K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-5- 0.26% |
$645 - $699
|
1.92K
$292K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.07K- 5.65% |
$138K - $149K
|
17.8K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
440+ 0.19% |
$56.8K - $61.5K
|
234K
$35.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.21% |
$903 - $978
|
3.41K
$518K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.31K- 1.8% |
$169K - $183K
|
71.5K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$15K - $16.2K
|
116
$17.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-285- 7.68% |
$36.8K - $39.8K
|
3.43K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-7.22K- 11.48% |
$931K - $1.01M
|
55.6K
$8.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.53K- 10.77% |
$198K - $214K
|
12.7K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.82K+ 6.56% |
$235K - $254K
|
29.5K
$4.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
22.9K+ 16.09% |
$2.96M - $3.21M
|
165K
$25.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-816- 4.04% |
$105K - $114K
|
19.4K
$2.94M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-2.02K- 27.79% |
$261K - $282K
|
5.25K
$797K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-598- 9.22% |
$77.1K - $83.6K
|
5.89K
$894K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.8KNew |
$361K - $391K
|
2.8K
$425K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-225- 5.19% |
$29K - $31.4K
|
4.11K
$624K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
464+ 8.53% |
$59.9K - $64.8K
|
5.91K
$897K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-68- 0.81% |
$8.77K - $9.5K
|
8.33K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-462- 1.4% |
$59.6K - $64.6K
|
32.4K
$4.93M
|
|