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 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.21K- 30.07% |
$305K - $331K
|
5.15K
$782K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 7.17% |
$26.8K - $29.2K
|
2.53K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-46- 10.85% |
$6.33K - $6.89K
|
378
$57.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.76KNew |
$517K - $562K
|
3.76K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.78K+ 7.44% |
$245K - $266K
|
25.7K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19New |
$2.61K - $2.84K
|
19
$2.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-27- 0.72% |
$3.72K - $4.04K
|
3.72K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.76KNew |
$243K - $264K
|
1.76K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$1.93M - $2.1M
|
14K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-463- 23.44% |
$63.7K - $69.3K
|
1.51K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.51KNew |
$1.31M - $1.42M
|
9.51K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-200- 2.0% |
$27.5K - $29.9K
|
9.78K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-3.02K- 38.75% |
$415K - $452K
|
4.77K
$724K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
272+ 2.01% |
$37.4K - $40.7K
|
13.8K
$2.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.78% |
$13.8K - $15K
|
1.38K
$209K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 1.06% |
$17.1K - $18.6K
|
11.8K
$1.79M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
170New |
$23.2K - $26.3K
|
170
$25.8K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
308New |
$42K - $47.7K
|
308
$46.8K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-70.1K- 97.88% |
$9.55M - $10.8M
|
1.52K
$231K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
589+ 36.9% |
$80.3K - $91.1K
|
2.19K
$332K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.77K - $2.01K
|
13
$1.97K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.91KNew |
$260K - $295K
|
1.91K
$289K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2New |
$273 - $309
|
2
$304
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28Closed |
$3.82K - $4.33K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$409 - $464
|
3
$455
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-990- 18.81% |
$135K - $153K
|
4.27K
$649K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-429- 14.69% |
$58.5K - $66.4K
|
2.49K
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200New |
$27.3K - $30.9K
|
200
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
25.7KNew |
$3.5M - $3.97M
|
25.7K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
CALL |
-256K- 85.33% |
$34.9M - $39.6M
|
44K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.45KNew |
$334K - $379K
|
2.45K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57+ 19.52% |
$7.77K - $8.82K
|
349
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
10.5KNew |
$1.43M - $1.62M
|
10.5K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
131KNew |
$17.9M - $20.3M
|
131K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
$40.9M - $46.4M
|
300K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.32K+ 19.27% |
$1.27M - $1.44M
|
57.7K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.83KNew |
$250K - $284K
|
1.83K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.31KNew |
$315K - $358K
|
2.31K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
45.4K+ 984.83% |
$6.19M - $7.02M
|
50K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-10.8K- 49.09% |
$1.47M - $1.67M
|
11.2K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
214KNew |
$29.1M - $33.1M
|
214K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.45K- 99.52% |
$198K - $225K
|
7
$1.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-382- 15.88% |
$52.1K - $59.1K
|
2.02K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 50.0% |
$3.41K - $3.87K
|
25
$3.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
529+ 30.25% |
$72.1K - $81.9K
|
2.28K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-44.7K- 80.05% |
$6.1M - $6.92M
|
11.1K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.82KNew |
$248K - $282K
|
1.82K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
157New |
$21.4K - $24.3K
|
157
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.55KNew |
$212K - $240K
|
1.55K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
589+ 35.31% |
$80.3K - $91.1K
|
2.26K
$343K
|
|