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 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.86KNew |
$806K - $877K
|
5.86K
$889K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
778+ 5.06% |
$107K - $116K
|
16.1K
$2.45M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.24K - $1.35K
|
9
$1.37K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$206K - $224K
|
1.5K
$228K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$116K - $126K
|
844
$128K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$275 - $299
|
815
$124K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-202- 3.33% |
$27.8K - $30.2K
|
5.86K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5K- 25.0% |
$688K - $748K
|
15K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-138- 26.9% |
$19K - $20.7K
|
375
$56.9K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.06K- 97.25% |
$146K - $159K
|
30
$4.55K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-447K- 11.28% |
$61.6M - $67M
|
3.52M
$534M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.88K+ 4.56% |
$258K - $281K
|
43K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
800+ 3.57% |
$110K - $120K
|
23.2K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
91.8KNew |
$12.6M - $13.7M
|
91.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-4.3K- 5.98% |
$592K - $644K
|
67.6K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.78K+ 20.25% |
$245K - $267K
|
10.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
2.3KNew |
$317K - $344K
|
2.3K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$284K - $309K
|
2.07K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-273- 15.66% |
$37.6K - $40.9K
|
1.47K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.01K+ 6.96% |
$689K - $749K
|
77K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.13K+ 30.5% |
$1.12M - $1.22M
|
34.8K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.42KNew |
$195K - $213K
|
1.42K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 64.96% |
$1.41M - $1.53M
|
26K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.19MNew |
$163M - $178M
|
1.19M
$180M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-300- 7.07% |
$41.3K - $44.9K
|
3.94K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Luxor Capital Group, LP
New York, NY |
BUY
|
PUT |
1.14MNew |
$157M - $171M
|
1.14M
$174M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-17.7K- 29.0% |
$2.44M - $2.65M
|
43.3K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
300KNew |
$41.3M - $44.9M
|
300K
$45.5M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
40KNew |
$5.5M - $5.99M
|
40K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
CALL |
-35K- 7.53% |
$4.82M - $5.24M
|
430K
$65.2M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-65- 0.52% |
$8.94K - $9.73K
|
12.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
151KNew |
$20.8M - $22.6M
|
151K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
150KNew |
$20.6M - $22.5M
|
150K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
23New |
$3.17K - $3.44K
|
23
$3.49K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.29KNew |
$452K - $492K
|
3.29K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2K- 26.24% |
$275K - $299K
|
5.62K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
413KNew |
$56.8M - $61.7M
|
413K
$62.6M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-106K- 22.56% |
$14.6M - $15.9M
|
364K
$55.3M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-611- 6.44% |
$84.1K - $91.5K
|
8.87K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 47.5% |
$131K - $142K
|
2.95K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18- 5.33% |
$2.48K - $2.69K
|
320
$48.6K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-985- 39.99% |
$136K - $147K
|
1.48K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3K+ 21.09% |
$1.56M - $1.69M
|
65K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
202+ 13.58% |
$27.8K - $30.2K
|
1.69K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.17K+ 85.72% |
$160K - $174K
|
2.52K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-500- 79.37% |
$68.8K - $74.8K
|
130
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-81- 2.49% |
$11.1K - $12.1K
|
3.17K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
300KNew |
$41.3M - $44.9M
|
300K
$45.5M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.6KNew |
$1.46M - $1.59M
|
10.6K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
135+ 8.81% |
$18.6K - $20.2K
|
1.67K
$253K
|
|