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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-768- 33.12% |
$98.9K - $111K
|
1.55K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-945- 37.57% |
$122K - $136K
|
1.57K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.63KNew |
$210K - $235K
|
1.63K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
262+ 13.69% |
$33.7K - $37.8K
|
2.18K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
200+ 11.27% |
$25.8K - $28.9K
|
1.97K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
19KNew |
$2.44M - $2.74M
|
19K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
498+ 3.68% |
$64.1K - $71.9K
|
14K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
600+ 4.59% |
$77.3K - $86.6K
|
13.7K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-81- 1.58% |
$10.4K - $11.7K
|
5.04K
$765K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-17K- 33.93% |
$2.19M - $2.45M
|
33K
$5.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-364- 9.41% |
$46.9K - $52.5K
|
3.5K
$532K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-591- 10.77% |
$76.1K - $85.3K
|
4.89K
$743K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-189K- 76.61% |
$24.4M - $27.3M
|
57.8K
$8.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
14New |
$1.8K - $2.02K
|
14
$2.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
259+ 16.06% |
$33.4K - $37.4K
|
1.87K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.75K+ 14.35% |
$225K - $252K
|
13.9K
$2.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-116K- 77.32% |
$15M - $16.8M
|
34.1K
$5.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-1.56K- 35.96% |
$201K - $225K
|
2.77K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 3.37% |
$901 - $1.01K
|
201
$30.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 100.0% |
$129 - $144
|
2
$304
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.37KNew |
$433K - $486K
|
3.37K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-56- 1.7% |
$7.21K - $8.08K
|
3.24K
$492K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
106+ 6.86% |
$13.6K - $15.3K
|
1.65K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
242New |
$31.2K - $34.9K
|
242
$36.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-529- 19.19% |
$68.1K - $76.3K
|
2.23K
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
157New |
$20.2K - $22.7K
|
157
$23.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-40- 0.26% |
$5.15K - $5.77K
|
15.3K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
175+ 625.0% |
$22.5K - $25.3K
|
203
$30.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-201- 10.01% |
$25.9K - $29K
|
1.81K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.25KNew |
$547K - $613K
|
4.25K
$645K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.04KNew |
$262K - $294K
|
2.04K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
33+ 1.7% |
$4.25K - $4.76K
|
1.98K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-17- 0.33% |
$2.19K - $2.45K
|
5.14K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-17- 0.19% |
$2.19K - $2.45K
|
9.02K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-527- 8.55% |
$67.9K - $76K
|
5.63K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-600- 15.14% |
$77.3K - $86.6K
|
3.36K
$510K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-53.3K- 96.49% |
$6.87M - $7.69M
|
1.94K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-665- 22.68% |
$85.6K - $96K
|
2.27K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4KNew |
$515K - $577K
|
4K
$607K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-85- 45.95% |
$10.9K - $12.3K
|
100
$15.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$129 - $144
|
2.56K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
80.2KNew |
$10.3M - $11.6M
|
80.2K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-120- 4.28% |
$15.5K - $17.3K
|
2.68K
$407K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-90- 4.36% |
$11.6K - $13K
|
1.97K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.47K- 7.66% |
$189K - $212K
|
17.7K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-53- 1.77% |
$6.82K - $7.65K
|
2.94K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 2.86% |
$2.58K - $2.89K
|
719
$109K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.21% |
$901 - $1.01K
|
3.33K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.72K+ 611.5% |
$1.12M - $1.26M
|
10.1K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-45- 0.84% |
$5.79K - $6.49K
|
5.28K
$802K
|
|