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 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-334- 8.73% |
$43.1K - $46.7K
|
3.49K
$530K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
445+ 8.13% |
$57.4K - $62.2K
|
5.92K
$899K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.41K- 25.73% |
$439K - $476K
|
9.83K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.3K+ 2.4% |
$3.26M - $3.53M
|
1.08M
$164M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-896- 4.86% |
$116K - $125K
|
17.5K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.71K- 5.36% |
$350K - $379K
|
47.9K
$7.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-286- 13.43% |
$36.9K - $40K
|
1.84K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.2K+ 34.16% |
$7.25M - $7.85M
|
221K
$33.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-1.27K- 5.88% |
$164K - $177K
|
20.3K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
271+ 15.66% |
$35K - $37.9K
|
2K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-197K- 39.41% |
$25.4M - $27.5M
|
303K
$45.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.1K- 33.9% |
$4.4M - $4.77M
|
66.5K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
90New |
$11.6K - $12.6K
|
90
$13.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
399+ 2.31% |
$51.5K - $55.7K
|
17.7K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.87K- 21.03% |
$242K - $262K
|
7.04K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.83% |
$3.23K - $3.49K
|
1.34K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.42K- 52.83% |
$1.09M - $1.18M
|
7.52K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.34K- 9.18% |
$173K - $188K
|
13.3K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
250+ 9.52% |
$32.3K - $34.9K
|
2.88K
$437K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-956- 83.64% |
$123K - $134K
|
187
$28.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.98K- 1.72% |
$256K - $277K
|
113K
$17.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 43.01% |
$712K - $772K
|
18.4K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.48K- 4.14% |
$190K - $206K
|
34.1K
$5.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5+ 0.11% |
$645 - $699
|
4.49K
$682K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
61+ 4.05% |
$7.87K - $8.52K
|
1.57K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
3.69KNew |
$475K - $515K
|
3.69K
$559K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.45KNew |
$186K - $202K
|
1.45K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.1K- 8.98% |
$7.89M - $8.54M
|
620K
$94.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.73K- 36.58% |
$352K - $381K
|
4.73K
$718K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
280+ 10.5% |
$36.1K - $39.1K
|
2.95K
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.7K+ 3.36% |
$1.51M - $1.63M
|
359K
$54.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
42K+ 51.9% |
$5.42M - $5.87M
|
123K
$18.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
124K+ 58.73% |
$16M - $17.3M
|
334K
$50.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-135K- 94.0% |
$17.4M - $18.8M
|
8.61K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.13K- 8.1% |
$275K - $298K
|
24.2K
$3.68M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-389- 6.84% |
$50.2K - $54.4K
|
5.3K
$804K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.79KNew |
$230K - $250K
|
1.79K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 1.56% |
$3.1K - $3.35K
|
1.56K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-263- 6.24% |
$33.9K - $36.7K
|
3.95K
$600K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-176- 10.13% |
$22.7K - $24.6K
|
1.56K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-267- 2.65% |
$34.4K - $37.3K
|
9.8K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4- 0.04% |
$516 - $559
|
10K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-6.21K- 15.12% |
$801K - $867K
|
34.8K
$5.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.67K- 10.13% |
$216K - $234K
|
14.8K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.4K- 15.45% |
$438K - $474K
|
18.6K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-867- 3.94% |
$112K - $121K
|
21.2K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-378- 0.87% |
$48.8K - $52.8K
|
43.2K
$6.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-132- 0.07% |
$17K - $18.4K
|
184K
$27.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$129 - $140
|
435
$66K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.7K- 1.58% |
$735K - $796K
|
355K
$53.9M
|
|