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 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
82+ 0.39% |
$11.3K - $12.3K
|
20.9K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129KNew |
$17.7M - $19.3M
|
129K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.84KNew |
$391K - $426K
|
2.84K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-829- 1.51% |
$114K - $124K
|
54.2K
$8.22M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5KNew |
$482K - $524K
|
3.5K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
859+ 18.66% |
$118K - $129K
|
5.46K
$829K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-72- 6.0% |
$9.91K - $10.8K
|
1.13K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.6KNew |
$220K - $239K
|
1.6K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$263K - $286K
|
1.91K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
155New |
$21.3K - $23.2K
|
155
$23.5K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-50- 16.67% |
$6.88K - $7.48K
|
250
$38K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$179K - $194K
|
1.3K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38KNew |
$189K - $206K
|
1.38K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 128.46% |
$1.52M - $1.65M
|
19.6K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.3K- 95.36% |
$178K - $194K
|
63
$9.57K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.87% |
$5.5K - $5.99K
|
4.57K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-22.4K- 92.34% |
$3.08M - $3.35M
|
1.86K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-512- 26.96% |
$70.5K - $76.6K
|
1.39K
$211K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
32New |
$4.4K - $4.79K
|
32
$4.86K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 1.3% |
$5.78K - $6.29K
|
3.2K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-2- 0.06% |
$275 - $299
|
3.08K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-712- 6.74% |
$98K - $107K
|
9.86K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.0% |
$8.26K - $8.98K
|
3.06K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.38% |
$1.79K - $1.95K
|
3.45K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$55K - $59.9K
|
400
$60.7K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
11+ 0.19% |
$1.51K - $1.65K
|
5.76K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
65New |
$8.94K - $9.73K
|
65
$9.87K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10- 1.16% |
$1.38K - $1.5K
|
855
$130K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.52KNew |
$209K - $228K
|
1.52K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.64KNew |
$225K - $245K
|
1.64K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-863- 90.08% |
$119K - $129K
|
95
$14.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-600- 60.0% |
$82.6K - $89.8K
|
400
$60.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.34% |
$5.09K - $5.54K
|
11K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20+ 0.35% |
$2.75K - $2.99K
|
5.76K
$874K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-170- 8.72% |
$23.4K - $25.4K
|
1.78K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-135- 0.72% |
$18.6K - $20.2K
|
18.5K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$29.7K - $32.3K
|
216
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 1.38% |
$2.89K - $3.14K
|
1.55K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.4KNew |
$3.63M - $3.95M
|
26.4K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
992+ 2.92% |
$137K - $148K
|
34.9K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-336- 0.46% |
$46.2K - $50.3K
|
72.7K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.65KNew |
$364K - $396K
|
2.65K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.85% |
$138 - $150
|
116
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.86KNew |
$255K - $278K
|
1.86K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$35.4K - $38.5K
|
257
$39K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$321K - $349K
|
2.33K
$354K
|
|