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 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-135- 4.87% |
$17.4K - $18.9K
|
2.64K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-111- 6.03% |
$14.3K - $15.5K
|
1.73K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-81- 0.4% |
$10.4K - $11.3K
|
20.3K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-984- 26.21% |
$127K - $137K
|
2.77K
$421K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-156- 1.67% |
$20.1K - $21.8K
|
9.21K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
5.69K+ 13.69% |
$734K - $795K
|
47.3K
$7.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.31K+ 23.84% |
$168K - $182K
|
6.78K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-189- 1.41% |
$24.4K - $26.4K
|
13.2K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-824- 13.4% |
$106K - $115K
|
5.32K
$808K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$52.4K - $56.7K
|
406
$61.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
777+ 210.0% |
$100K - $109K
|
1.15K
$174K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-419- 11.9% |
$54.1K - $58.5K
|
3.1K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
275+ 1.28% |
$35.5K - $38.4K
|
21.8K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-88.6K- 42.33% |
$11.4M - $12.4M
|
121K
$18.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-789- 3.51% |
$102K - $110K
|
21.7K
$3.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.92K- 8.1% |
$377K - $408K
|
33.1K
$5.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
11.1KNew |
$1.44M - $1.56M
|
11.1K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-765- 22.66% |
$98.7K - $107K
|
2.61K
$396K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$6.45K - $6.99K
|
7.11K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.8KNew |
$233K - $252K
|
1.8K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.7KNew |
$735K - $796K
|
5.7K
$865K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
314+ 14.21% |
$40.5K - $43.9K
|
2.52K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.86K- 16.36% |
$369K - $400K
|
14.6K
$2.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-60- 36.81% |
$7.74K - $8.38K
|
103
$15.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.27K+ 26.67% |
$550K - $596K
|
20.3K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.46% |
$1.81K - $1.96K
|
3.05K
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
6.37K+ 32.16% |
$822K - $890K
|
26.2K
$3.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-141- 6.71% |
$18.2K - $19.7K
|
1.96K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.05K- 6.08% |
$781K - $846K
|
93.5K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.76K+ 30.49% |
$356K - $386K
|
11.8K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-60- 1.52% |
$7.74K - $8.38K
|
3.89K
$591K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10- 0.32% |
$1.29K - $1.4K
|
3.11K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-168- 1.91% |
$21.7K - $23.5K
|
8.65K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-6.62K- 67.7% |
$854K - $925K
|
3.16K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-838- 5.63% |
$108K - $117K
|
14.1K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8K+ 76.49% |
$1.65M - $1.79M
|
29.6K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-127- 2.79% |
$16.4K - $17.7K
|
4.42K
$671K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
115+ 2.7% |
$14.8K - $16.1K
|
4.38K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.93K+ 8.25% |
$507K - $549K
|
51.6K
$7.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-232- 5.51% |
$29.9K - $32.4K
|
3.98K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.42% |
$3.1K - $3.35K
|
5.69K
$864K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.32K- 8.14% |
$299K - $324K
|
26.2K
$3.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.85K+ 5.07% |
$238K - $258K
|
38.2K
$5.8M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-74- 0.38% |
$9.55K - $10.3K
|
19.4K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
294+ 1.52% |
$37.9K - $41.1K
|
19.7K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 18.61% |
$131K - $142K
|
4.45K
$676K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
60+ 1.85% |
$7.74K - $8.38K
|
3.3K
$502K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-483- 8.06% |
$62.3K - $67.5K
|
5.51K
$837K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.17KNew |
$151K - $163K
|
1.17K
$178K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-156- 3.47% |
$20.1K - $21.8K
|
4.33K
$658K
|
|