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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-225- 1.07% |
$29K - $31.4K
|
20.8K
$3.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.42K- 13.01% |
$313K - $339K
|
16.2K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-71- 0.45% |
$9.16K - $9.92K
|
15.6K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.09K+ 257.72% |
$528K - $571K
|
5.68K
$862K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 1.82% |
$450K - $487K
|
195K
$29.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-96- 2.04% |
$12.4K - $13.4K
|
4.61K
$700K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
499+ 14.64% |
$64.4K - $69.7K
|
3.91K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
40+ 1.57% |
$5.16K - $5.59K
|
2.59K
$394K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.81K- 54.11% |
$234K - $253K
|
1.54K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-183- 0.41% |
$23.6K - $25.6K
|
44.1K
$6.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 10.9% |
$142K - $154K
|
8.99K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-360- 2.3% |
$46.4K - $50.3K
|
15.3K
$2.32M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.45K- 60.36% |
$961K - $1.04M
|
4.89K
$743K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-197- 2.07% |
$25.4K - $27.5K
|
9.34K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.24K- 9.72% |
$289K - $313K
|
20.8K
$3.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-918- 5.06% |
$118K - $128K
|
17.2K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.53K+ 8.06% |
$971K - $1.05M
|
101K
$15.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
29+ 6.55% |
$3.74K - $4.05K
|
472
$71.7K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-589- 2.69% |
$76K - $82.3K
|
21.3K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.42K- 13.44% |
$183K - $198K
|
9.15K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-223- 8.01% |
$28.8K - $31.2K
|
2.56K
$389K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.42% |
$1.03K - $1.12K
|
1.9K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
163+ 8.74% |
$21K - $22.8K
|
2.03K
$308K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-288- 7.25% |
$37.2K - $40.2K
|
3.69K
$560K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-300- 25.21% |
$38.7K - $41.9K
|
890
$135K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
251+ 12.73% |
$32.4K - $35.1K
|
2.22K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.85K- 7.45% |
$238K - $258K
|
22.9K
$3.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-32.6K- 4.64% |
$4.2M - $4.55M
|
669K
$102M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.58K- 5.79% |
$204K - $221K
|
25.8K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-117- 7.1% |
$15.1K - $16.3K
|
1.53K
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
7+ 0.09% |
$903 - $978
|
8.07K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
641+ 20.93% |
$82.7K - $89.6K
|
3.7K
$562K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
222+ 14.39% |
$28.6K - $31K
|
1.77K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-690- 16.25% |
$89K - $96.4K
|
3.56K
$540K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.09% |
$258 - $279
|
2.28K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
211+ 2.48% |
$27.2K - $29.5K
|
8.73K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.3K- 59.35% |
$2.24M - $2.42M
|
11.9K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.99K+ 9.06% |
$385K - $417K
|
35.9K
$5.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 4.66% |
$161K - $175K
|
25.6K
$3.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.18% |
$129 - $140
|
86
$13.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
844+ 14.18% |
$109K - $118K
|
6.8K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19.7KNew |
$2.54M - $2.75M
|
19.7K
$2.99M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.89K+ 10.82% |
$243K - $263K
|
19.3K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.92KNew |
$248K - $268K
|
1.92K
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$387 - $419
|
805
$122K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-25- 4.09% |
$3.23K - $3.49K
|
586
$89K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.85K- 2.41% |
$238K - $258K
|
75K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.27K+ 16.37% |
$164K - $177K
|
9.03K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 51.56% |
$1.73M - $1.87M
|
12.6K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
701+ 292.08% |
$90.4K - $97.9K
|
941
$143K
|
|