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 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-670- 9.27% |
$86.4K - $93.6K
|
6.55K
$995K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-100- 1.45% |
$12.9K - $14K
|
6.78K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-182- 1.69% |
$23.5K - $25.4K
|
10.6K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
102+ 6.03% |
$13.2K - $14.3K
|
1.79K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
5.8K+ 23.16% |
$748K - $810K
|
30.8K
$4.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6+ 0.09% |
$774 - $838
|
6.32K
$960K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.55K- 48.42% |
$1.23M - $1.33M
|
10.2K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-9.81K- 2.76% |
$1.27M - $1.37M
|
346K
$52.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.81K+ 6.68% |
$621K - $672K
|
76.9K
$11.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-116- 7.25% |
$15K - $16.2K
|
1.48K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-504- 10.7% |
$65K - $70.4K
|
4.21K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 0.21% |
$258 - $279
|
931
$141K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-222- 9.41% |
$28.6K - $31K
|
2.14K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1.2K+ 9.92% |
$155K - $167K
|
13.3K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.62% |
$174K - $188K
|
50.1K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
697New |
$89.9K - $97.4K
|
697
$106K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-805- 25.31% |
$104K - $112K
|
2.38K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
168+ 9.33% |
$21.7K - $23.5K
|
1.97K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-22- 0.25% |
$2.84K - $3.07K
|
8.72K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$774 - $838
|
2.71K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.22K- 21.91% |
$286K - $309K
|
7.9K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40.3K- 62.98% |
$5.19M - $5.63M
|
23.7K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7K+ 11.87% |
$2.03M - $2.2M
|
148K
$22.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.01K+ 0.93% |
$130K - $141K
|
109K
$16.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-131- 1.61% |
$16.9K - $18.3K
|
8K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.34K+ 19.78% |
$560K - $606K
|
26.3K
$3.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
286+ 3.23% |
$36.9K - $40K
|
9.14K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-22.3K- 56.9% |
$2.87M - $3.11M
|
16.9K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
566+ 144.76% |
$73K - $79.1K
|
957
$145K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
16.1K+ 25.26% |
$2.08M - $2.25M
|
79.9K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.24K+ 18.61% |
$159K - $173K
|
7.88K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
108+ 2.43% |
$13.9K - $15.1K
|
4.55K
$691K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.3K- 24.48% |
$1.58M - $1.71M
|
37.8K
$5.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-203- 6.74% |
$26.2K - $28.4K
|
2.81K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.9K+ 205.81% |
$7.73M - $8.37M
|
89.1K
$13.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.1K+ 7.25% |
$271K - $294K
|
31.1K
$4.73M
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
2.47K+ 7.15% |
$319K - $346K
|
37.1K
$5.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-418- 8.19% |
$53.9K - $58.4K
|
4.68K
$711K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
66+ 2.51% |
$8.51K - $9.22K
|
2.69K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
19.8K+ 731.64% |
$2.56M - $2.77M
|
22.5K
$3.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-177- 9.48% |
$22.8K - $24.7K
|
1.69K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.33K- 17.79% |
$687K - $744K
|
24.6K
$3.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
379+ 5.18% |
$48.9K - $53K
|
7.7K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.62K- 10.72% |
$338K - $366K
|
21.8K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-85- 5.56% |
$11K - $11.9K
|
1.45K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$1.03K - $1.12K
|
27K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
36.3K+ 118.75% |
$4.68M - $5.07M
|
66.8K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.1KNew |
$1.81M - $1.97M
|
14.1K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-49- 3.47% |
$6.32K - $6.85K
|
1.36K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-823- 7.25% |
$106K - $115K
|
10.5K
$1.6M
|
|