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 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.34K+ 31.12% |
$560K - $606K
|
18.3K
$2.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
22+ 0.29% |
$2.84K - $3.07K
|
7.61K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 0.93% |
$3.23K - $3.49K
|
2.65K
$403K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 28.4% |
$77.4K - $83.8K
|
1.51K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.86K+ 353.42% |
$1.27M - $1.38M
|
12.7K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.05K- 5.91% |
$135K - $147K
|
16.7K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-209- 2.32% |
$27K - $29.2K
|
8.81K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.81K- 21.29% |
$234K - $253K
|
6.7K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-22- 0.21% |
$2.84K - $3.07K
|
10.7K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-52- 0.71% |
$6.71K - $7.27K
|
7.26K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.11K+ 56.16% |
$401K - $434K
|
8.64K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
149+ 2.15% |
$19.2K - $20.8K
|
7.07K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-5.7K- 65.52% |
$735K - $796K
|
3K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.81K- 20.55% |
$233K - $252K
|
6.99K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34- 1.73% |
$4.39K - $4.75K
|
1.94K
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.96K- 56.61% |
$253K - $274K
|
1.5K
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
694+ 21.04% |
$89.5K - $97K
|
3.99K
$606K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-310- 11.64% |
$40K - $43.3K
|
2.35K
$357K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28KNew |
$3.61M - $3.91M
|
28K
$4.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-646- 2.38% |
$83.3K - $90.3K
|
26.5K
$4.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.02K- 7.5% |
$131K - $142K
|
12.5K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20.3KNew |
$2.62M - $2.83M
|
20.3K
$3.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-39- 2.95% |
$5.03K - $5.45K
|
1.28K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
967+ 6.47% |
$125K - $135K
|
15.9K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-206- 1.86% |
$26.6K - $28.8K
|
10.9K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13New |
$1.68K - $1.82K
|
13
$1.97K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.77K+ 14.55% |
$357K - $386K
|
21.8K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.48% |
$516 - $559
|
843
$128K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-715K- 21.72% |
$92.2M - $99.8M
|
2.58M
$391M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
566+ 4.74% |
$73K - $79.1K
|
12.5K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-341- 8.34% |
$44K - $47.6K
|
3.75K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-357- 9.27% |
$46.1K - $49.9K
|
3.49K
$530K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-505- 70.63% |
$65.2K - $70.6K
|
210
$31.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
16.9K+ 11.72% |
$2.18M - $2.36M
|
161K
$24.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
485+ 1.76% |
$62.6K - $67.8K
|
28K
$4.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
38New |
$4.9K - $5.31K
|
38
$5.77K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-903- 71.1% |
$116K - $126K
|
367
$55.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-286- 12.4% |
$36.9K - $40K
|
2.02K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 13.52% |
$2.54M - $2.75M
|
165K
$25.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-919- 1.88% |
$119K - $128K
|
47.9K
$7.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
24+ 0.61% |
$3.1K - $3.35K
|
3.99K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-373- 13.3% |
$48.1K - $52.1K
|
2.43K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.8K- 33.44% |
$5.4M - $5.84M
|
83.2K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.02K- 27.13% |
$389K - $422K
|
8.1K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
98+ 1.73% |
$12.6K - $13.7K
|
5.78K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.12K- 44.78% |
$273K - $296K
|
2.61K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-60- 0.31% |
$7.74K - $8.38K
|
19.5K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 8.31% |
$175K - $190K
|
15K
$2.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.22K- 27.76% |
$416K - $450K
|
8.39K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-9.2K- 21.49% |
$1.19M - $1.29M
|
33.6K
$5.1M
|
|