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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.91K- 13.29% |
$274K - $301K
|
12.5K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-500- 13.21% |
$71.7K - $78.6K
|
3.28K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99+ 0.46% |
$14.2K - $15.6K
|
21.5K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$38K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6KNew |
$373K - $409K
|
2.6K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.73K+ 17.21% |
$248K - $272K
|
11.8K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3- 0.06% |
$430 - $472
|
5.43K
$825K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$697K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-90- 0.73% |
$12.9K - $14.2K
|
12.2K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
511+ 37.94% |
$73.2K - $80.3K
|
1.86K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.79M - $1.96M
|
12.5K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
34.5KNew |
$4.94M - $5.42M
|
34.5K
$5.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-1.67K- 49.04% |
$239K - $262K
|
1.73K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.81K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-188- 68.86% |
$26.9K - $29.6K
|
85
$12.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
99+ 1.04% |
$14.2K - $15.6K
|
9.59K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.14K+ 4.28% |
$163K - $179K
|
27.8K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.38KNew |
$197K - $216K
|
1.38K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16.9KNew |
$2.41M - $2.65M
|
16.9K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 0.14% |
$6.02K - $6.6K
|
31K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$5.73K - $6.29K
|
40
$6.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$2.29K - $2.52K
|
16
$2.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32K+ 1103.38% |
$4.58M - $5.03M
|
34.9K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.53KNew |
$506K - $555K
|
3.53K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-495K- 10.79% |
$71M - $77.9M
|
4.09M
$622M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 2.67% |
$6.01M - $6.59M
|
1.61M
$245M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-25- 58.14% |
$3.58K - $3.93K
|
18
$2.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-133- 9.03% |
$19.1K - $20.9K
|
1.34K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$74.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 2.57% |
$2.01K - $2.2K
|
558
$84.7K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.99K+ 16.33% |
$1.43M - $1.57M
|
71.2K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 1.44% |
$5.59K - $6.13K
|
2.75K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8- 44.44% |
$1.15K - $1.26K
|
10
$1.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
91+ 0.3% |
$13K - $14.3K
|
30.8K
$4.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.37K+ 12.2% |
$483K - $530K
|
31K
$4.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-149- 9.43% |
$21.4K - $23.4K
|
1.43K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.26% |
$1K - $1.1K
|
2.73K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-115- 47.92% |
$16.5K - $18.1K
|
125
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.14% |
$287 - $314
|
1.42K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
122New |
$17.5K - $19.2K
|
122
$18.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$127K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-107- 3.17% |
$15.3K - $16.8K
|
3.27K
$497K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 23.61% |
$4.87K - $5.35K
|
110
$16.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
64New |
$9.17K - $10.1K
|
64
$9.72K
|
|