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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-220- 3.43% |
$30.3K - $32.9K
|
6.2K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 9.78% |
$68.8K - $74.8K
|
5.61K
$852K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.59KNew |
$219K - $238K
|
1.59K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
168K+ 1615.45% |
$23.1M - $25.1M
|
178K
$27M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$497K - $541K
|
3.62K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 14.29% |
$6.88K - $7.48K
|
400
$60.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$18.6K - $20.2K
|
135
$20.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$4.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.01KNew |
$551K - $600K
|
4.01K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 1.82% |
$4.54K - $4.94K
|
1.78K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
150New |
$20.6K - $22.5K
|
150
$22.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-226- 8.62% |
$31.1K - $33.8K
|
2.4K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$195K - $212K
|
1.42K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
130+ 2.62% |
$17.9K - $19.5K
|
5.08K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.54% |
$138 - $150
|
66
$10K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-130- 5.99% |
$17.9K - $19.5K
|
2.04K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 38.89% |
$1.19M - $1.29M
|
13.6K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 14.41% |
$13.8K - $15K
|
594
$90.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
113+ 7.45% |
$15.5K - $16.9K
|
1.63K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-10.6K- 17.07% |
$1.46M - $1.58M
|
51.4K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.46KNew |
$201K - $218K
|
1.46K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47+ 1.34% |
$6.47K - $7.03K
|
3.56K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
302+ 50.33% |
$41.6K - $45.2K
|
902
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.61K+ 309.4% |
$634K - $690K
|
6.1K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$963 - $1.05K
|
1.97K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
7.02KNew |
$966K - $1.05M
|
7.02K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-17.9K- 83.4% |
$2.46M - $2.68M
|
3.56K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.46KNew |
$201K - $219K
|
1.46K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
39.1KNew |
$5.38M - $5.85M
|
39.1K
$5.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
176+ 16.67% |
$24.2K - $26.3K
|
1.23K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$15.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-206- 35.27% |
$28.3K - $30.8K
|
378
$57.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.85KNew |
$254K - $276K
|
1.85K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-110- 8.79% |
$15.1K - $16.5K
|
1.14K
$173K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 11.61% |
$27.5K - $29.9K
|
1.52K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.21% |
$37.4K - $40.7K
|
4.05K
$614K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3K+ 371.43% |
$179K - $195K
|
1.65K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41+ 18.72% |
$5.64K - $6.14K
|
260
$39.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.2KNew |
$716K - $778K
|
5.2K
$790K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-367- 7.39% |
$50.5K - $54.9K
|
4.6K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-340- 14.07% |
$46.8K - $50.9K
|
2.08K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
251New |
$34.5K - $37.6K
|
251
$38.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-125- 3.23% |
$17.2K - $18.7K
|
3.74K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-400- 18.84% |
$55K - $59.9K
|
1.72K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-481- 25.08% |
$66.2K - $72K
|
1.44K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
205+ 176.72% |
$28.2K - $30.7K
|
321
$48.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-73- 3.9% |
$10K - $10.9K
|
1.8K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$212K
|
|