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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
236KNew |
$32.2M - $36.6M
|
236K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.84KNew |
$659K - $748K
|
4.84K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.36K- 1.44% |
$458K - $520K
|
230K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.43K- 3.05% |
$195K - $222K
|
45.5K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.23K+ 50.41% |
$167K - $190K
|
3.66K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-751- 5.92% |
$102K - $116K
|
11.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.77KNew |
$241K - $274K
|
1.77K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
200+ 10.0% |
$27.3K - $30.9K
|
2.2K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.94K+ 0.93% |
$400K - $454K
|
318K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.52K- 16.52% |
$616K - $699K
|
22.8K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.26K+ 275.66% |
$580K - $659K
|
5.8K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.32K+ 19.27% |
$1.27M - $1.44M
|
57.7K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.09K- 3.83% |
$421K - $478K
|
77.5K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.24K- 28.84% |
$169K - $191K
|
3.05K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-593- 9.49% |
$80.8K - $91.8K
|
5.65K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-141K- 87.23% |
$19.2M - $21.8M
|
20.7K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 1.99% |
$9.6M - $10.9M
|
3.48M
$500M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
607K+ 297.65% |
$82.7M - $93.9M
|
811K
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.83KNew |
$250K - $284K
|
1.83K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.49K+ 26.01% |
$202K - $230K
|
7.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.97K+ 4.57% |
$541K - $614K
|
90.8K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.08K- 6.24% |
$147K - $167K
|
16.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.3K- 49.64% |
$2.35M - $2.67M
|
17.5K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.73K- 57.88% |
$372K - $422K
|
1.99K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
120+ 5.16% |
$16.4K - $18.6K
|
2.45K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.99K- 60.11% |
$1.36M - $1.55M
|
6.63K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
313+ 2.11% |
$42.7K - $48.4K
|
15.2K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 1.41% |
$1.36K - $1.55K
|
718
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.53K- 46.16% |
$890K - $1.01M
|
7.62K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35K- 5.76% |
$4.77M - $5.42M
|
573K
$82.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 1.59% |
$33.3K - $37.8K
|
15.1K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 10.54% |
$879K - $998K
|
54.7K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17.1K- 36.69% |
$2.33M - $2.65M
|
29.5K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.41% |
$1.09K - $1.24K
|
1.96K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.52K- 11.49% |
$343K - $390K
|
19.4K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.66K+ 52.34% |
$226K - $257K
|
4.83K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
42.5KNew |
$5.79M - $6.58M
|
42.5K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$8.18M - $9.28M
|
60K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.6K- 20.64% |
$2.54M - $2.88M
|
71.6K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
860K+ 56.92% |
$117M - $133M
|
2.37M
$341M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.01K- 33.08% |
$137K - $156K
|
2.03K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-280K- 66.35% |
$38.1M - $43.3M
|
142K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 0.61% |
$2.53M - $2.87M
|
3.02M
$435M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.98K- 25.19% |
$1.22M - $1.39M
|
26.7K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
61.1KNew |
$8.32M - $9.45M
|
61.1K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.54K- 18.49% |
$618K - $702K
|
20K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
17.7K+ 19.83% |
$2.41M - $2.74M
|
107K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.31KNew |
$315K - $358K
|
2.31K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-565K- 15.49% |
$77M - $87.4M
|
3.08M
$443M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
416KNew |
$56.6M - $64.3M
|
416K
$59.8M
|