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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
28+ 80.0% |
$3.61K - $3.91K
|
63
$9.57K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
385+ 3.21% |
$49.7K - $53.8K
|
12.4K
$1.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
66+ 0.22% |
$8.51K - $9.22K
|
30.3K
$4.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-498- 8.2% |
$64.2K - $69.6K
|
5.58K
$847K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-111K- 67.34% |
$14.4M - $15.6M
|
54K
$8.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
47.4K+ 4.52% |
$6.11M - $6.62M
|
1.1M
$166M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.09M+ 53.08% |
$141M - $153M
|
3.15M
$478M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 6.37% |
$2.58K - $2.79K
|
294
$44.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.07K- 17.93% |
$525K - $569K
|
18.6K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-6.23K- 34.99% |
$804K - $871K
|
11.6K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-941- 2.87% |
$121K - $131K
|
31.9K
$4.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-2.94K- 36.36% |
$379K - $410K
|
5.14K
$780K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-22.6K- 39.25% |
$2.91M - $3.16M
|
35K
$5.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-402- 37.54% |
$51.9K - $56.2K
|
669
$102K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-91- 2.43% |
$11.7K - $12.7K
|
3.65K
$554K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.76K+ 47.73% |
$228K - $246K
|
5.46K
$829K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
91+ 0.13% |
$11.7K - $12.7K
|
69.6K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77K+ 576.4% |
$1.26M - $1.37M
|
11.5K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-151- 0.74% |
$19.5K - $21.1K
|
20.3K
$3.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
492+ 27.95% |
$63.5K - $68.7K
|
2.25K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-1K- 10.86% |
$129K - $140K
|
8.21K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 0.08% |
$516 - $559
|
5.22K
$792K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
453New |
$58.4K - $63.3K
|
453
$68.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-456- 8.02% |
$58.8K - $63.7K
|
5.23K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.47K+ 5.1% |
$190K - $205K
|
30.3K
$4.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-457- 13.35% |
$59K - $63.9K
|
2.97K
$450K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.1K- 37.98% |
$400K - $433K
|
5.06K
$768K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.21K- 1.81% |
$285K - $309K
|
120K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-341- 16.34% |
$44K - $47.6K
|
1.75K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
677New |
$87.3K - $94.6K
|
677
$103K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
250+ 6.58% |
$32.3K - $34.9K
|
4.05K
$615K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-289- 2.69% |
$37.3K - $40.4K
|
10.5K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
691+ 13.35% |
$89.1K - $96.5K
|
5.87K
$891K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.1% |
$258 - $279
|
1.96K
$297K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-70- 25.83% |
$9.03K - $9.78K
|
201
$30.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 0.15% |
$2.71K - $2.93K
|
14.2K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.02% |
$129 - $140
|
4.42K
$672K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.4K+ 5.43% |
$567K - $614K
|
85.3K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-112K- 55.25% |
$14.5M - $15.7M
|
90.7K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 5.69% |
$12.9K - $14K
|
1.66K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-821- 19.55% |
$106K - $115K
|
3.38K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.59K- 10.9% |
$205K - $222K
|
13K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
6.09KNew |
$785K - $851K
|
6.09K
$924K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
316+ 1.99% |
$40.8K - $44.2K
|
16.2K
$2.45M
|
|