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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-282- 6.83% |
$40K - $43.1K
|
3.85K
$584K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.08K- 3.22% |
$154K - $166K
|
32.6K
$4.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.19% |
$284 - $306
|
1.04K
$157K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.88KNew |
$551K - $593K
|
3.88K
$589K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-50- 4.88% |
$7.1K - $7.64K
|
975
$148K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.83KNew |
$259K - $279K
|
1.83K
$278K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-59- 1.64% |
$8.38K - $9.02K
|
3.53K
$536K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
981+ 1.15% |
$139K - $150K
|
86.1K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-93- 4.21% |
$13.2K - $14.2K
|
2.12K
$322K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
195+ 63.93% |
$27.7K - $29.8K
|
500
$75.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56- 0.22% |
$7.95K - $8.56K
|
25.8K
$3.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-227- 1.8% |
$32.2K - $34.7K
|
12.4K
$1.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.59K+ 1.12% |
$226K - $244K
|
143K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.37KNew |
$194K - $209K
|
1.37K
$208K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
894+ 49.64% |
$127K - $137K
|
2.7K
$409K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-223- 20.04% |
$31.7K - $34.1K
|
890
$135K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
52.1KNew |
$7.39M - $7.96M
|
52.1K
$7.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
833+ 3.31% |
$118K - $127K
|
26K
$3.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 82.39% |
$2.52M - $2.72M
|
3.8K
$577K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.36% |
$4.68K - $5.04K
|
2.4K
$364K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.07K- 8.81% |
$152K - $163K
|
11.1K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
SELL
|
- |
-500- 31.25% |
$71K - $76.4K
|
1.1K
$167K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-665- 9.22% |
$94.4K - $102K
|
6.55K
$994K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.06K+ 3.47% |
$292K - $315K
|
61.5K
$9.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.3KNew |
$185K - $199K
|
1.3K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.75K+ 57.35% |
$249K - $268K
|
4.8K
$729K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$6.36M - $6.85M
|
44.8K
$6.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
26.6KNew |
$3.77M - $4.06M
|
26.6K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 7.27% |
$18.2K - $19.6K
|
1.89K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.09% |
$1.42K - $1.53K
|
10.8K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 39.7% |
$237K - $255K
|
5.88K
$893K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.98K- 50.98% |
$281K - $302K
|
1.9K
$289K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-203- 7.04% |
$28.8K - $31K
|
2.68K
$407K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25K+ 88.62% |
$3.55M - $3.83M
|
53.3K
$8.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-102- 2.19% |
$14.5K - $15.6K
|
4.55K
$691K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.79K+ 10.66% |
$538K - $579K
|
39.3K
$5.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$209K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
350+ 20.06% |
$49.7K - $53.5K
|
2.1K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
331+ 4.12% |
$47K - $50.6K
|
8.36K
$1.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
19+ 2.18% |
$2.7K - $2.9K
|
892
$135K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-7- 0.22% |
$994 - $1.07K
|
3.11K
$471K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
288+ 5.03% |
$40.9K - $44K
|
6.02K
$913K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.58K+ 187.14% |
$791K - $852K
|
8.55K
$1.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 15.49% |
$198K - $213K
|
7.59K
$1.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
300+ 9.18% |
$42.6K - $45.8K
|
3.57K
$542K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
185+ 1.33% |
$26.3K - $28.3K
|
14.1K
$2.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.19K+ 4.71% |
$453K - $487K
|
70.9K
$10.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.39K+ 69.47% |
$624K - $671K
|
10.7K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 21.93% |
$157K - $169K
|
6.16K
$935K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-164- 0.27% |
$23.3K - $25.1K
|
59.8K
$9.07M
|
|