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 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.92K- 28.13% |
$376K - $407K
|
7.45K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
149+ 206.94% |
$19.2K - $20.8K
|
221
$33.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
202+ 94.39% |
$26.1K - $28.2K
|
416
$63.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 32.03% |
$6.32K - $6.85K
|
104
$15.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.47K- 49.73% |
$319K - $345K
|
2.5K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
92+ 1.62% |
$11.9K - $12.9K
|
5.77K
$876K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.27% |
$129 - $140
|
369
$56K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
215KNew |
$27.7M - $30M
|
215K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
28+ 0.46% |
$3.61K - $3.91K
|
6.08K
$923K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.3% |
$129 - $140
|
339
$51.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.53K+ 5.8% |
$713K - $772K
|
101K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.42KNew |
$183K - $198K
|
1.42K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.24K+ 6.25% |
$160K - $173K
|
21.1K
$3.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
500+ 12.34% |
$64.5K - $69.9K
|
4.55K
$691K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.76KNew |
$356K - $386K
|
2.76K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 9.16% |
$1.29M - $1.4M
|
99.5K
$15.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-85- 0.25% |
$11K - $11.9K
|
33.9K
$5.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-37- 1.0% |
$4.77K - $5.17K
|
3.68K
$558K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 68.63% |
$4.52K - $4.89K
|
16
$2.43K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.07% |
$387 - $419
|
4.58K
$695K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
259+ 13.9% |
$33.4K - $36.2K
|
2.12K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-742- 19.69% |
$95.7K - $104K
|
3.03K
$460K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
345+ 7.19% |
$44.5K - $48.2K
|
5.14K
$781K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-681- 13.37% |
$87.9K - $95.1K
|
4.41K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27New |
$3.48K - $3.77K
|
27
$4.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.93K+ 33.88% |
$249K - $270K
|
7.64K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.48% |
$153K - $165K
|
46.5K
$7.06M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.36% |
$903 - $978
|
1.97K
$299K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 68.94% |
$172K - $186K
|
600
$91.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
375+ 13.64% |
$48.4K - $52.4K
|
3.13K
$474K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-993- 7.84% |
$128K - $139K
|
11.7K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.94K- 47.6% |
$380K - $411K
|
3.24K
$492K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.03KNew |
$133K - $144K
|
1.03K
$156K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-509- 18.51% |
$65.7K - $71.1K
|
2.24K
$340K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
231+ 10.85% |
$29.8K - $32.3K
|
2.36K
$358K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
227+ 6.72% |
$29.3K - $31.7K
|
3.6K
$547K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
866+ 6.43% |
$112K - $121K
|
14.3K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.4% |
$1.29K - $1.4K
|
2.49K
$377K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$129 - $140
|
250
$38K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.47K+ 4.58% |
$319K - $346K
|
56.5K
$8.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-14- 0.47% |
$1.81K - $1.96K
|
3K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
2.12K+ 6.62% |
$274K - $296K
|
34.2K
$5.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.69% |
$129 - $140
|
145
$22K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
964+ 5.64% |
$124K - $135K
|
18.1K
$2.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.21K+ 20.65% |
$414K - $448K
|
18.7K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 0.14% |
$3.1K - $3.35K
|
17.5K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-12- 0.58% |
$1.55K - $1.68K
|
2.06K
$312K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.24K- 36.95% |
$160K - $173K
|
2.12K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
200New |
$25.8K - $27.9K
|
200
$30.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 6.69% |
$300K - $325K
|
37.1K
$5.64M
|
|