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 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-30.6K- 88.29% |
$3.95M - $4.28M
|
4.06K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-7.05K- 23.56% |
$910K - $986K
|
22.9K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 4.71% |
$1.03K - $1.12K
|
178
$27K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-101- 38.11% |
$13K - $14.1K
|
164
$24.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
3.61K+ 8.72% |
$466K - $505K
|
45K
$6.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-675- 10.3% |
$87.1K - $94.3K
|
5.88K
$893K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.44K- 4.43% |
$702K - $760K
|
117K
$17.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
108+ 5.0% |
$13.9K - $15.1K
|
2.27K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
204+ 2.81% |
$26.3K - $28.5K
|
7.48K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
635+ 35.55% |
$81.9K - $88.7K
|
2.42K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
339+ 6.47% |
$43.7K - $47.4K
|
5.58K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.22KNew |
$674K - $730K
|
5.22K
$793K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168K- 25.13% |
$21.7M - $23.5M
|
500K
$76M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.57KNew |
$1.23M - $1.34M
|
9.57K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.7% |
$129 - $140
|
143
$21.7K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-583K- 22.22% |
$75.2M - $81.5M
|
2.04M
$310M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
814+ 34.7% |
$105K - $114K
|
3.16K
$480K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-80- 1.13% |
$10.3K - $11.2K
|
6.99K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-4.47K- 9.64% |
$576K - $624K
|
41.9K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-305- 10.25% |
$39.3K - $42.6K
|
2.67K
$405K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-214- 5.63% |
$27.6K - $29.9K
|
3.59K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.59K+ 19.19% |
$463K - $502K
|
22.3K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.58K- 30.18% |
$462K - $500K
|
8.28K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
3.3KNew |
$426K - $461K
|
3.3K
$501K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
12.1K+ 7.37% |
$1.56M - $1.69M
|
176K
$26.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
121+ 0.58% |
$15.6K - $16.9K
|
21.1K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.5KNew |
$193K - $209K
|
1.5K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
672+ 1.74% |
$86.7K - $93.9K
|
39.4K
$5.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 7.24% |
$3.48K - $3.77K
|
400
$60.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
981+ 7.09% |
$127K - $137K
|
14.8K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
88+ 4.86% |
$11.4K - $12.3K
|
1.9K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.52K- 5.46% |
$454K - $492K
|
61K
$9.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-203- 4.24% |
$26.2K - $28.4K
|
4.58K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-802- 9.29% |
$103K - $112K
|
7.83K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-218- 8.32% |
$28.1K - $30.5K
|
2.4K
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-47- 0.7% |
$6.06K - $6.57K
|
6.7K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17.3K- 85.98% |
$2.24M - $2.42M
|
2.83K
$429K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.38K- 8.05% |
$177K - $192K
|
15.7K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.19K- 54.66% |
$283K - $306K
|
1.82K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.89K- 33.35% |
$373K - $404K
|
5.78K
$877K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-654- 7.78% |
$84.4K - $91.4K
|
7.75K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-778- 21.37% |
$100K - $109K
|
2.86K
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 0.45% |
$7.35K - $7.96K
|
12.6K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
998+ 1.77% |
$129K - $139K
|
57.4K
$8.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.83K- 2.77% |
$236K - $256K
|
64.3K
$9.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-243- 1.59% |
$31.3K - $34K
|
15K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
10.3K+ 7.69% |
$1.33M - $1.44M
|
144K
$21.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.91% |
$4.77K - $5.17K
|
4.12K
$626K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1K- 15.32% |
$129K - $140K
|
5.54K
$841K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
5.1KNew |
$657K - $712K
|
5.1K
$774K
|
|