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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 11.63% |
$30.1K - $34.2K
|
1.68K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
735+ 13.45% |
$100K - $114K
|
6.2K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$19.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$47.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.63K- 29.25% |
$223K - $253K
|
3.95K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58KNew |
$623K - $708K
|
4.58K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$294K - $333K
|
2.16K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-130- 11.9% |
$17.7K - $20.1K
|
962
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
206+ 9.04% |
$28.1K - $31.9K
|
2.48K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 2.34% |
$3.27K - $3.71K
|
1.05K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-22.3K- 88.47% |
$3.04M - $3.45M
|
2.91K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-25K- 99.23% |
$3.41M - $3.87M
|
194
$29.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.03K- 14.94% |
$277K - $315K
|
11.6K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
4.11K+ 16.88% |
$561K - $637K
|
28.5K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-622- 2.14% |
$84.8K - $96.2K
|
28.4K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
39.7KNew |
$5.41M - $6.14M
|
39.7K
$6.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37.5KNew |
$5.11M - $5.8M
|
37.5K
$5.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
936New |
$128K - $145K
|
936
$142K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.46KNew |
$199K - $226K
|
1.46K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-9- 1.28% |
$1.23K - $1.39K
|
696
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-202- 3.1% |
$27.5K - $31.3K
|
6.31K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 35.24% |
$110K - $125K
|
1.48K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.55M - $1.76M
|
11.4K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
423New |
$57.6K - $65.5K
|
423
$64.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-11.9K- 41.18% |
$1.62M - $1.84M
|
17K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
464+ 2.05% |
$63.2K - $71.8K
|
23.1K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-165- 5.03% |
$22.5K - $25.5K
|
3.12K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$232K - $263K
|
1.7K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 1269.32% |
$457K - $519K
|
3.62K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
2.5KNew |
$341K - $387K
|
2.5K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47KNew |
$200K - $227K
|
1.47K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-70- 1.34% |
$9.54K - $10.8K
|
5.15K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486+ 55.93% |
$66.2K - $75.2K
|
1.36K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 19.94% |
$27.3K - $30.9K
|
803
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.15KNew |
$702K - $797K
|
5.15K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76- 4.66% |
$10.4K - $11.8K
|
1.55K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
247+ 18.41% |
$33.7K - $38.2K
|
1.59K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.15K- 23.68% |
$294K - $333K
|
6.94K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51.8K+ 340.28% |
$7.06M - $8.02M
|
67K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 9.51% |
$1.05M - $1.2M
|
73.6K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 26.42% |
$1.91K - $2.17K
|
39
$5.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.32KNew |
$862K - $978K
|
6.32K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.66KNew |
$499K - $566K
|
3.66K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.44K- 49.5% |
$196K - $222K
|
1.47K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
89.7K+ 1163.2% |
$12.2M - $13.9M
|
97.4K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$18.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-153- 8.64% |
$20.9K - $23.7K
|
1.62K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-32- 28.32% |
$4.36K - $4.95K
|
81
$12.3K
|
|