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 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-127- 6.87% |
$16.4K - $17.7K
|
1.72K
$261K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-182- 33.03% |
$23.5K - $25.4K
|
369
$56K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 3.95% |
$329K - $356K
|
67.1K
$10.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.49% |
$129 - $140
|
204
$31K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-71- 76.34% |
$9.14K - $10.2K
|
22
$3.34K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.32K- 90.01% |
$169K - $190K
|
146
$22.2K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.41K+ 52.97% |
$181K - $203K
|
4.06K
$617K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-280- 1.19% |
$36.1K - $40.4K
|
23.3K
$3.53M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
84KNew |
$10.8M - $12.1M
|
84K
$12.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-351K- 11.26% |
$45.2M - $50.7M
|
2.77M
$420M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-17.2K- 80.34% |
$2.21M - $2.48M
|
4.21K
$638K
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.52K- 50.0% |
$195K - $219K
|
1.52K
$230K
|
|
|
Nov 04, 2025
Q2 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
55.5KNew |
$7.15M - $8.01M
|
55.5K
$8.42M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.2KNew |
$2.09M - $2.34M
|
16.2K
$2.46M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.84K+ 1.74% |
$881K - $987K
|
400K
$60.7M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.2K+ 43.53% |
$155K - $173K
|
3.96K
$601K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.27K- 69.06% |
$678K - $760K
|
2.36K
$358K
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
11.6KNew |
$1.49M - $1.67M
|
11.6K
$1.76M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
186New |
$24K - $26.8K
|
186
$28.2K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-539- 9.39% |
$69.4K - $77.8K
|
5.2K
$789K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
255New |
$32.8K - $36.8K
|
255
$38.7K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-5.72KClosed |
$737K - $826K
|
0
$0
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-392- 20.78% |
$50.5K - $56.6K
|
1.49K
$227K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
41+ 0.71% |
$5.28K - $5.92K
|
5.85K
$888K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-214- 15.46% |
$27.6K - $30.9K
|
1.17K
$178K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
340+ 2.5% |
$43.8K - $49.1K
|
14K
$2.12M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-16.6K- 81.9% |
$2.14M - $2.4M
|
3.68K
$558K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.42K- 15.38% |
$570K - $638K
|
24.3K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2- 5.71% |
$258 - $289
|
33
$5.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
350KNew |
$45.1M - $50.5M
|
350K
$53.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
150KNew |
$19.3M - $21.7M
|
150K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-458- 48.21% |
$59K - $66.1K
|
492
$74.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.22KNew |
$286K - $321K
|
2.22K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Srb Corp
Boston, MA |
BUY
|
- |
498K+ 850.35% |
$64.2M - $71.9M
|
557K
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
70KNew |
$9.01M - $10.1M
|
70K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
31KNew |
$3.99M - $4.47M
|
31K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26K+ 401.93% |
$3.34M - $3.75M
|
32.4K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-99- 4.83% |
$12.7K - $14.3K
|
1.95K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
12.6KNew |
$1.63M - $1.83M
|
12.6K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.1K+ 286.92% |
$1.94M - $2.18M
|
20.3K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-375K- 93.75% |
$48.3M - $54.1M
|
25K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-153Closed |
$19.7K - $22.1K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
438+ 13.03% |
$56.4K - $63.2K
|
3.8K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Symmetry Investments LP
|
BUY
|
- |
8.76KNew |
$1.13M - $1.26M
|
8.76K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.22KNew |
$801K - $898K
|
6.22K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.3KNew |
$167K - $188K
|
1.3K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-228- 11.25% |
$29.4K - $32.9K
|
1.8K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
20KNew |
$2.58M - $2.89M
|
20K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 1.29% |
$773 - $866
|
458
$69.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69K+ 107.14% |
$8.88M - $9.96M
|
133K
$20.3M
|
|