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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.71K+ 13.14% |
$232K - $264K
|
14.7K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
514+ 1.77% |
$70K - $79.5K
|
29.6K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-21K- 93.93% |
$2.86M - $3.25M
|
1.36K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-161- 3.68% |
$21.9K - $24.9K
|
4.21K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-7.51K- 22.28% |
$1.02M - $1.16M
|
26.2K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-919- 11.19% |
$125K - $142K
|
7.29K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
10.9KNew |
$1.49M - $1.69M
|
10.9K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-943- 15.45% |
$129K - $146K
|
5.16K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-202- 3.1% |
$27.5K - $31.3K
|
6.31K
$908K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 35.24% |
$110K - $125K
|
1.48K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.46K+ 2.44% |
$743K - $844K
|
229K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$27.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
440+ 8.01% |
$60K - $68.1K
|
5.94K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-548- 17.94% |
$74.7K - $84.8K
|
2.51K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 16.83% |
$23.8K - $27.1K
|
865
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272K+ 9.63% |
$37M - $42.1M
|
3.09M
$445M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.95K+ 111.13% |
$1.08M - $1.23M
|
15.1K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.38K- 3.6% |
$325K - $369K
|
63.8K
$9.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.3K- 85.05% |
$2.08M - $2.36M
|
2.68K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.89K+ 6.99% |
$258K - $293K
|
28.9K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.37K+ 61.3% |
$324K - $367K
|
6.25K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.8K- 99.75% |
$6.65M - $7.55M
|
124
$17.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.05K- 20.69% |
$824K - $936K
|
23.2K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.67% |
$2.39M - $2.72M
|
164K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.01K- 17.98% |
$819K - $930K
|
27.4K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-659- 18.83% |
$89.8K - $102K
|
2.84K
$408K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.41% |
$136 - $155
|
246
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
219New |
$29.8K - $33.9K
|
219
$31.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.09% |
$273 - $309
|
2.13K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.63K- 8.68% |
$358K - $407K
|
27.6K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.55M - $1.76M
|
11.4K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.25KNew |
$171K - $194K
|
1.25K
$180K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
423New |
$57.6K - $65.5K
|
423
$60.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 1.31% |
$50.4K - $57.3K
|
28.6K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
22.1K+ 521.14% |
$3.01M - $3.41M
|
26.3K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.9K- 11.82% |
$6.12M - $6.94M
|
335K
$48.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.96K- 35.99% |
$404K - $458K
|
5.27K
$758K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
642+ 22.97% |
$87.5K - $99.3K
|
3.44K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-11.9K- 41.18% |
$1.62M - $1.84M
|
17K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-344- 16.03% |
$46.9K - $53.2K
|
1.8K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-116- 0.73% |
$15.8K - $17.9K
|
15.7K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.45K- 7.67% |
$334K - $379K
|
29.5K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$136 - $155
|
3.03K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
218+ 1.36% |
$29.7K - $33.7K
|
16.2K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
464+ 2.05% |
$63.2K - $71.8K
|
23.1K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.78% |
$136 - $155
|
130
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
146+ 1.02% |
$19.9K - $22.6K
|
14.5K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4.99K+ 7.52% |
$680K - $772K
|
71.4K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.74K+ 107.79% |
$509K - $578K
|
7.2K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-282- 55.51% |
$38.4K - $43.6K
|
226
$32.5K
|