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 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
2.5KNew |
$341K - $387K
|
2.5K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.93KNew |
$945K - $1.07M
|
6.93K
$997K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$1.41M - $1.61M
|
10.4K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
34.2KNew |
$4.66M - $5.3M
|
34.2K
$4.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47KNew |
$200K - $227K
|
1.47K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.34% |
$136 - $155
|
291
$41.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-70- 1.34% |
$9.54K - $10.8K
|
5.15K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47- 42.73% |
$6.41K - $7.27K
|
63
$9.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21KNew |
$574K - $652K
|
4.21K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-49.2K- 88.72% |
$6.71M - $7.62M
|
6.26K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.17KNew |
$159K - $181K
|
1.17K
$168K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
88+ 0.2% |
$12K - $13.6K
|
43.1K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-611- 15.36% |
$83.3K - $94.5K
|
3.37K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 36.19% |
$2.68M - $3.05M
|
74.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.09K+ 13.77% |
$421K - $478K
|
25.5K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.5K- 99.73% |
$9.75M - $11.1M
|
197
$28.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486+ 55.93% |
$66.2K - $75.2K
|
1.36K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-62- 0.28% |
$8.45K - $9.59K
|
21.9K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.23K+ 52.49% |
$167K - $190K
|
3.56K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-89- 5.46% |
$12.1K - $13.8K
|
1.54K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.33% |
$4.09K - $4.64K
|
9.05K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.13% |
$3.82K - $4.33K
|
21.4K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
276+ 4.31% |
$37.6K - $42.7K
|
6.69K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
105+ 1.03% |
$14.3K - $16.2K
|
10.3K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.03% |
$136 - $155
|
3.94K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
506+ 176.92% |
$69K - $78.3K
|
792
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-463- 7.95% |
$63.1K - $71.6K
|
5.36K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.11K- 36.28% |
$560K - $636K
|
7.21K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-182- 47.15% |
$24.8K - $28.2K
|
204
$29.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-500- 11.44% |
$68.1K - $77.4K
|
3.87K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
23.9KNew |
$3.26M - $3.7M
|
23.9K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 24.16% |
$18.5K - $21K
|
699
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-362K- 49.25% |
$49.3M - $56M
|
373K
$53.7M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
871+ 1.64% |
$119K - $135K
|
54K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
366New |
$49.9K - $56.6K
|
366
$52.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$2.69M - $3.05M
|
19.7K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
70+ 10.22% |
$9.54K - $10.8K
|
755
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.17% |
$2.32K - $2.63K
|
10.1K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
175+ 4.17% |
$23.8K - $27.1K
|
4.37K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.57K- 17.33% |
$351K - $398K
|
12.3K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.16K- 26.79% |
$567K - $644K
|
11.4K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.3K+ 19.74% |
$177K - $201K
|
7.89K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-70- 2.16% |
$9.54K - $10.8K
|
3.18K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-514- 12.99% |
$70K - $79.5K
|
3.44K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-794- 3.85% |
$108K - $123K
|
19.9K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 3.95% |
$25.8K - $29.2K
|
4.97K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 6.61% |
$1.64M - $1.86M
|
194K
$27.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.18KNew |
$1.12M - $1.27M
|
8.18K
$1.18M
|