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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-100- 5.29% |
$12.9K - $14.4K
|
1.79K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.52K- 47.65% |
$196K - $219K
|
1.67K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-134- 4.35% |
$17.3K - $19.3K
|
2.95K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
3.63KNew |
$467K - $524K
|
3.63K
$551K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.52KNew |
$1.23M - $1.37M
|
9.52K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.21KNew |
$285K - $319K
|
2.21K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-29- 0.18% |
$3.73K - $4.18K
|
16.3K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-237- 12.6% |
$30.5K - $34.2K
|
1.64K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115K- 99.82% |
$14.9M - $16.7M
|
211
$32K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-51- 56.67% |
$6.57K - $7.36K
|
39
$5.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-482- 19.67% |
$62.1K - $69.6K
|
1.97K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-64.7K- 94.25% |
$8.34M - $9.34M
|
3.95K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-315- 15.77% |
$40.6K - $45.5K
|
1.68K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-366- 16.17% |
$47.1K - $52.8K
|
1.9K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
123New |
$15.8K - $17.7K
|
123
$18.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-11K- 99.72% |
$1.41M - $1.58M
|
31
$4.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
394+ 5.9% |
$50.7K - $56.9K
|
7.08K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.92K- 7.23% |
$248K - $278K
|
24.7K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.05% |
$129 - $144
|
2.15K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1K+ 327.51% |
$1.55M - $1.74M
|
15.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
14+ 140.0% |
$1.8K - $2.02K
|
24
$3.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.04K+ 11.08% |
$1.16M - $1.3M
|
90.6K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-619- 1.61% |
$79.7K - $89.3K
|
37.8K
$5.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-77- 30.2% |
$9.92K - $11.1K
|
178
$27K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
379New |
$48.8K - $54.7K
|
379
$57.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 1.22% |
$3.22K - $3.61K
|
2.03K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.34KNew |
$172K - $193K
|
1.34K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-299- 2.31% |
$38.5K - $43.1K
|
12.7K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
550New |
$70.8K - $79.4K
|
550
$83.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.26MNew |
$163M - $182M
|
1.26M
$192M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-701- 4.57% |
$90.3K - $101K
|
14.7K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49+ 2.03% |
$6.31K - $7.07K
|
2.46K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25- 0.62% |
$3.22K - $3.61K
|
4.03K
$611K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.21K- 40.93% |
$156K - $175K
|
1.75K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-49- 87.5% |
$6.31K - $7.07K
|
7
$1.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.46K- 34.77% |
$188K - $211K
|
2.75K
$417K
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-167K- 95.12% |
$21.5M - $24M
|
8.54K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15.2K- 90.88% |
$1.96M - $2.2M
|
1.53K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 35.8% |
$3.73K - $4.18K
|
52
$7.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-147- 8.66% |
$18.9K - $21.2K
|
1.55K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$13.5K - $15.2K
|
105
$15.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
683+ 2.17% |
$87.9K - $98.6K
|
32.1K
$4.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 2.54% |
$644 - $722
|
192
$29.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.7K+ 35.58% |
$476K - $534K
|
14.1K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-408- 20.37% |
$52.5K - $58.9K
|
1.6K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.92% |
$129 - $144
|
53
$8.05K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.62KNew |
$209K - $234K
|
1.62K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10.8K- 95.56% |
$1.39M - $1.55M
|
500
$75.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.15K- 33.01% |
$148K - $166K
|
2.34K
$355K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-229- 10.31% |
$29.5K - $33K
|
1.99K
$302K
|
|