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 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.03K- 4.62% |
$133K - $144K
|
21.4K
$3.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
175+ 5.09% |
$22.6K - $24.5K
|
3.61K
$549K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $140
|
2.79K
$424K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.19K- 19.89% |
$153K - $166K
|
4.78K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-437- 0.05% |
$56.4K - $61.1K
|
966K
$147M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
377+ 8.85% |
$48.6K - $52.7K
|
4.64K
$704K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.51K+ 7.98% |
$195K - $211K
|
20.4K
$3.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-698K- 22.62% |
$90.1M - $97.6M
|
2.39M
$363M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.4K+ 62.61% |
$181K - $196K
|
3.64K
$553K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-605- 3.71% |
$78.1K - $84.5K
|
15.7K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-384- 3.6% |
$49.5K - $53.7K
|
10.3K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$7.74K - $8.38K
|
60
$9.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-600- 8.01% |
$77.4K - $83.8K
|
6.89K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-824- 20.82% |
$106K - $115K
|
3.13K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-553- 6.04% |
$71.3K - $77.3K
|
8.61K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-74- 1.83% |
$9.55K - $10.3K
|
3.97K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9- 0.39% |
$1.16K - $1.26K
|
2.32K
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-5.52K- 7.63% |
$712K - $771K
|
66.9K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-371- 77.13% |
$47.9K - $51.8K
|
110
$16.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-16.8K- 6.57% |
$2.16M - $2.34M
|
239K
$36.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-666- 11.31% |
$85.9K - $93.1K
|
5.22K
$793K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
356+ 1.86% |
$45.9K - $49.7K
|
19.5K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
508+ 3.2% |
$65.5K - $71K
|
16.4K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-13.2K- 21.56% |
$1.71M - $1.85M
|
48.2K
$7.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.37K+ 77.26% |
$176K - $191K
|
3.13K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-312- 6.25% |
$40.3K - $43.6K
|
4.68K
$711K
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
100+ 6.09% |
$12.9K - $14K
|
1.74K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.07K+ 2.85% |
$267K - $289K
|
74.6K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-488- 35.08% |
$63K - $68.2K
|
903
$137K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-50- 0.53% |
$6.45K - $6.99K
|
9.4K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.89K- 19.21% |
$373K - $404K
|
12.2K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$129 - $140
|
673
$102K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
830+ 9.57% |
$107K - $116K
|
9.51K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 12.35% |
$132K - $143K
|
7.26K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-339- 8.21% |
$43.7K - $47.4K
|
3.79K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.01K+ 26.96% |
$1.03M - $1.12M
|
37.7K
$5.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-156- 0.7% |
$20.1K - $21.8K
|
22.1K
$3.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-142- 1.91% |
$18.3K - $19.8K
|
7.3K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-224- 6.91% |
$28.9K - $31.3K
|
3.02K
$458K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-932- 3.35% |
$120K - $130K
|
26.9K
$4.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-336- 14.29% |
$43.3K - $46.9K
|
2.02K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-54- 3.56% |
$6.97K - $7.54K
|
1.46K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.01% |
$129 - $140
|
11.2K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
189+ 5.25% |
$24.4K - $26.4K
|
3.79K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.91K+ 4.76% |
$891K - $965K
|
152K
$23.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$129 - $140
|
2.83K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-507- 5.97% |
$65.4K - $70.8K
|
7.99K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 23.59% |
$148K - $161K
|
3.73K
$566K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9.19K- 12.39% |
$1.19M - $1.28M
|
65K
$9.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.44K- 36.05% |
$185K - $201K
|
2.55K
$387K
|
|