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 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-500- 13.11% |
$64.4K - $72.2K
|
3.31K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-19K- 86.36% |
$2.45M - $2.74M
|
3K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.03K- 37.24% |
$133K - $149K
|
1.74K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
29+ 8.17% |
$3.73K - $4.18K
|
384
$58.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-385K- 14.29% |
$49.5M - $55.5M
|
2.31M
$350M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-315- 23.92% |
$40.6K - $45.5K
|
1K
$152K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-71- 0.78% |
$9.14K - $10.2K
|
9K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
132New |
$17K - $19K
|
132
$20K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.78K- 41.1% |
$358K - $401K
|
3.98K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-89- 4.03% |
$11.5K - $12.8K
|
2.12K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.34K- 44.55% |
$173K - $194K
|
1.67K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$1.55K - $1.73K
|
12
$1.82K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
30+ 0.88% |
$3.86K - $4.33K
|
3.44K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.15K+ 6.23% |
$276K - $310K
|
36.6K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-622- 25.24% |
$80.1K - $89.8K
|
1.84K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-610- 13.72% |
$78.5K - $88K
|
3.84K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.12KNew |
$788K - $883K
|
6.12K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-243- 5.08% |
$31.3K - $35.1K
|
4.54K
$689K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
249New |
$32.1K - $35.9K
|
249
$37.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.16K+ 0.58% |
$149K - $167K
|
202K
$30.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.92K- 29.93% |
$247K - $276K
|
4.48K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-190- 0.96% |
$24.5K - $27.4K
|
19.5K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-30.7K- 88.84% |
$3.95M - $4.42M
|
3.85K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$1.61M - $1.8M
|
12.5K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.6KNew |
$4.85M - $5.43M
|
37.6K
$5.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
299+ 1.74% |
$38.5K - $43.1K
|
17.5K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.3KNew |
$1.45M - $1.62M
|
11.3K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-425- 35.71% |
$54.7K - $61.3K
|
765
$116K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
50+ 2.53% |
$6.44K - $7.22K
|
2.03K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-160- 8.32% |
$20.6K - $23.1K
|
1.76K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-864- 17.42% |
$111K - $125K
|
4.1K
$622K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64+ 18.93% |
$8.24K - $9.24K
|
402
$61K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 6.53% |
$5.15K - $5.77K
|
653
$99.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.28K+ 6.33% |
$293K - $329K
|
38.3K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-551- 7.84% |
$71K - $79.5K
|
6.48K
$983K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
980New |
$126K - $141K
|
980
$149K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
100New |
$12.9K - $14.4K
|
100
$15.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
220New |
$28.3K - $31.7K
|
220
$33.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-914- 30.6% |
$118K - $132K
|
2.07K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-195- 9.22% |
$25.1K - $28.1K
|
1.92K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-147- 86.47% |
$18.9K - $21.2K
|
23
$3.49K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$618K - $693K
|
4.8K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.03K- 27.82% |
$133K - $149K
|
2.68K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.92KNew |
$247K - $276K
|
1.92K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-20.1K- 25.97% |
$2.58M - $2.9M
|
57.2K
$8.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.7K+ 80.41% |
$1.51M - $1.69M
|
26.3K
$3.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.17KNew |
$408K - $457K
|
3.17K
$481K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-484- 20.02% |
$62.3K - $69.8K
|
1.93K
$293K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-275- 11.03% |
$35.4K - $39.7K
|
2.22K
$337K
|
|
| Q1 2025 | |||||||
|
Oct 01, 2025
Q1 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
3.35K+ 8.95% |
$461K - $502K
|
40.8K
$6.19M
|
|