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 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
293+ 4.83% |
$37.8K - $40.9K
|
6.36K
$965K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
158+ 8.87% |
$20.4K - $22.1K
|
1.94K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.33KNew |
$300K - $325K
|
2.33K
$353K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.47% |
$129 - $140
|
215
$32.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.1K- 79.31% |
$2.33M - $2.52M
|
4.71K
$715K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-65- 0.75% |
$8.39K - $9.08K
|
8.65K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.46K+ 31.34% |
$447K - $484K
|
14.5K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.56K+ 20.72% |
$330K - $357K
|
14.9K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-277- 0.38% |
$35.7K - $38.7K
|
73.1K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.52K+ 6.99% |
$326K - $353K
|
38.6K
$5.86M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.91K- 49.65% |
$247K - $267K
|
1.94K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-568- 4.42% |
$73.3K - $79.4K
|
12.3K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.09K+ 9863.64% |
$140K - $152K
|
1.1K
$166K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.71K+ 24.5% |
$221K - $239K
|
8.7K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.12K+ 23.04% |
$403K - $436K
|
16.7K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-153- 7.97% |
$19.7K - $21.4K
|
1.77K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-572- 9.26% |
$73.8K - $79.9K
|
5.6K
$851K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.37K- 32.94% |
$306K - $331K
|
4.83K
$733K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 2.45% |
$6.19K - $6.71K
|
2.01K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
659+ 0.8% |
$85K - $92.1K
|
82.9K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4K- 85.36% |
$516K - $559K
|
686
$104K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-400- 11.04% |
$51.6K - $55.9K
|
3.22K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
343+ 15.56% |
$44.3K - $47.9K
|
2.55K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.17KNew |
$667K - $723K
|
5.17K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-10- 5.62% |
$1.29K - $1.4K
|
168
$25.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.77K- 15.23% |
$486K - $527K
|
21K
$3.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
149+ 1.05% |
$19.2K - $20.8K
|
14.4K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.6KNew |
$335K - $363K
|
2.6K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-105- 0.6% |
$13.5K - $14.7K
|
17.3K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.28K+ 26.92% |
$423K - $458K
|
15.4K
$2.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-638- 9.78% |
$82.3K - $89.1K
|
5.89K
$894K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
265+ 3.79% |
$34.2K - $37K
|
7.25K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
35+ 2.16% |
$4.52K - $4.89K
|
1.66K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.28% |
$1.29K - $1.4K
|
3.63K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-354- 1.51% |
$45.7K - $49.5K
|
23.1K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.52K+ 8.94% |
$196K - $212K
|
18.5K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-505- 0.48% |
$65.2K - $70.6K
|
104K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-122- 5.31% |
$15.7K - $17K
|
2.18K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-311- 2.18% |
$40.1K - $43.5K
|
14K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-685- 3.61% |
$88.4K - $95.7K
|
18.3K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-41- 1.47% |
$5.29K - $5.73K
|
2.74K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.22K- 28.99% |
$286K - $309K
|
5.43K
$824K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2- 0.11% |
$258 - $279
|
1.76K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
70+ 1.81% |
$9.03K - $9.78K
|
3.94K
$598K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-901- 18.76% |
$116K - $126K
|
3.9K
$592K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-5.05K- 52.0% |
$651K - $705K
|
4.66K
$708K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-117- 4.94% |
$15.1K - $16.3K
|
2.25K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-800- 25.66% |
$103K - $112K
|
2.32K
$352K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.9K- 28.37% |
$1.41M - $1.52M
|
27.5K
$4.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 16.52% |
$2.45K - $2.65K
|
96
$14.6K
|
|