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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.42KNew |
$196K - $213K
|
1.42K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
624New |
$85.9K - $93.4K
|
624
$94.7K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.8K- 90.02% |
$1.9M - $2.07M
|
1.53K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-770- 82.44% |
$106K - $115K
|
164
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.4KNew |
$467K - $508K
|
3.4K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.32K+ 15.99% |
$182K - $198K
|
9.58K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 17.14% |
$8.26K - $8.98K
|
290
$44K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
60New |
$8.26K - $8.98K
|
60
$9.11K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.29K+ 5.46% |
$177K - $193K
|
24.9K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-116- 7.45% |
$16K - $17.4K
|
1.44K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
35.1KNew |
$4.82M - $5.25M
|
35.1K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.72% |
$3.99K - $4.34K
|
3.97K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 19.41% |
$289K - $314K
|
12.9K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
4.88KNew |
$671K - $730K
|
4.88K
$740K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.55% |
$138K - $150K
|
7.87K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
17.7KNew |
$2.43M - $2.65M
|
17.7K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-420- 2.26% |
$57.8K - $62.9K
|
18.1K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.09K- 38.95% |
$149K - $163K
|
1.7K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
5.51KNew |
$758K - $824K
|
5.51K
$836K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1- 0.03% |
$138 - $150
|
3.79K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 30.04% |
$141K - $153K
|
2.38K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-62- 4.16% |
$8.53K - $9.28K
|
1.43K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$298K - $325K
|
2.17K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 31.88% |
$24.2K - $26.3K
|
728
$111K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.05% |
$275 - $299
|
4.17K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 12.09% |
$1.51K - $1.65K
|
102
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-97- 5.87% |
$13.3K - $14.5K
|
1.56K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
238New |
$32.8K - $35.6K
|
238
$36.1K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-800- 8.41% |
$110K - $120K
|
8.72K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.05K- 97.85% |
$695K - $756K
|
111
$16.9K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-28Closed |
$3.85K - $4.19K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-99- 1.09% |
$13.6K - $14.8K
|
9K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-270- 14.93% |
$37.2K - $40.4K
|
1.54K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 78.26% |
$193K - $210K
|
3.19K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-9- 0.08% |
$1.24K - $1.35K
|
11.1K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.15K- 38.55% |
$434K - $472K
|
5.03K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-466- 27.92% |
$64.1K - $69.8K
|
1.2K
$183K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
274+ 8.17% |
$37.7K - $41K
|
3.63K
$551K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-13.6K- 1.51% |
$1.87M - $2.04M
|
887K
$135M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-713- 26.07% |
$98.1K - $107K
|
2.02K
$307K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.81% |
$3.72K - $4.04K
|
988
$150K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$275 - $299
|
3.25K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-49- 1.91% |
$6.74K - $7.33K
|
2.52K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-2.76K- 20.38% |
$380K - $414K
|
10.8K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 83.33% |
$13.8K - $15K
|
220
$33.4K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.8KNew |
$1.49M - $1.62M
|
10.8K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-501- 72.19% |
$68.9K - $75K
|
193
$29.3K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.55KNew |
$213K - $232K
|
1.55K
$235K
|
|