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 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-210- 3.08% |
$27.1K - $29.3K
|
6.62K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.8K- 3.87% |
$361K - $391K
|
69.4K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.7K+ 3.71% |
$606K - $656K
|
131K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
155+ 0.52% |
$20K - $21.7K
|
29.9K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-21- 0.29% |
$2.71K - $2.93K
|
7.32K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 7.09% |
$5.29K - $5.73K
|
537
$81.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
838+ 0.9% |
$108K - $117K
|
93.8K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06M- 18.33% |
$137M - $149M
|
4.74M
$720M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-568- 2.09% |
$73.3K - $79.4K
|
26.6K
$4.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
439+ 4.16% |
$56.6K - $61.3K
|
11K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
459+ 9.8% |
$59.2K - $64.1K
|
5.14K
$781K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-398- 1.98% |
$51.3K - $55.6K
|
19.7K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-117- 5.2% |
$15.1K - $16.3K
|
2.13K
$324K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-13- 0.35% |
$1.68K - $1.82K
|
3.75K
$570K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
1+ 0.07% |
$129 - $140
|
1.51K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-2.28K- 41.45% |
$294K - $319K
|
3.22K
$489K
|
|
|
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
|
|