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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-32- 28.32% |
$4.36K - $4.95K
|
81
$12.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.21K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$1.52M - $1.73M
|
11.2K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 3.43% |
$7.5K - $8.51K
|
1.55K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $155
|
1.97K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.74KNew |
$237K - $269K
|
1.74K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-260- 2.97% |
$35.4K - $40.2K
|
8.5K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.43K+ 10.98% |
$1.01M - $1.15M
|
75.1K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$4.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31.1K- 65.65% |
$4.23M - $4.81M
|
16.3K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$954K - $1.08M
|
7K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-6.7K- 65.31% |
$913K - $1.04M
|
3.56K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 2.23% |
$330K - $374K
|
111K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.01K- 28.79% |
$683K - $776K
|
12.4K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14KNew |
$292K - $331K
|
2.14K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$49.2K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.68% |
$4.77K - $5.42K
|
5.14K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-553- 91.71% |
$75.4K - $85.6K
|
50
$7.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$42.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.76KNew |
$375K - $426K
|
2.76K
$418K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$445K - $505K
|
3.26K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$361K
|
|
| Q3 2024 | |||||||
|
Jan 05, 2026
Q3 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-35Closed |
$5.02K - $5.5K
|
0
$0
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-73.4KClosed |
$10.5M - $11.5M
|
0
$0
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$287 - $314
|
66
$10K
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
15KNew |
$2.15M - $2.36M
|
15K
$2.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23New |
$3.3K - $3.62K
|
23
$3.49K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
50+ 5000.0% |
$7.17K - $7.86K
|
51
$7.74K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.74KNew |
$679K - $745K
|
4.74K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61+ 10.74% |
$8.74K - $9.59K
|
629
$95.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-650- 29.41% |
$93.1K - $102K
|
1.56K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
95+ 5.78% |
$13.6K - $14.9K
|
1.74K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
91.5KNew |
$13.1M - $14.4M
|
91.5K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-290- 15.01% |
$41.6K - $45.6K
|
1.64K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.57KNew |
$225K - $247K
|
1.57K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.62KNew |
$518K - $568K
|
3.62K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2K+ 200.05% |
$1.75M - $1.92M
|
18.3K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
$301K - $330K
|
2.1K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-149K- 13.43% |
$21.4M - $23.4M
|
961K
$146M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
29.9K+ 879.62% |
$4.29M - $4.7M
|
33.3K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
52.6KNew |
$7.54M - $8.27M
|
52.6K
$7.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$2.78M - $3.05M
|
19.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
14.4KNew |
$2.06M - $2.26M
|
14.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.21K- 93.5% |
$173K - $190K
|
84
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.98K+ 1.22% |
$427K - $468K
|
247K
$37.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$207K
|
|