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 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$609 - $701
|
5
$719
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.81% |
$224K - $258K
|
36.4K
$5.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
450+ 9.54% |
$54.8K - $63K
|
5.17K
$743K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.31KNew |
$281K - $323K
|
2.31K
$332K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
12.4KNew |
$1.51M - $1.74M
|
12.4K
$1.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-949- 19.01% |
$116K - $133K
|
4.04K
$582K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.5KNew |
$183K - $211K
|
1.5K
$216K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
502New |
$61.2K - $70.3K
|
502
$72.2K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
611+ 5.23% |
$74.5K - $85.6K
|
12.3K
$1.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$205K - $235K
|
1.68K
$242K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54New |
$6.58K - $7.57K
|
54
$7.77K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
17.6KNew |
$2.15M - $2.47M
|
17.6K
$2.53M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-295- 36.15% |
$35.9K - $41.3K
|
521
$74.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.89K+ 8.41% |
$352K - $404K
|
37.2K
$5.35M
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-25.8K- 99.61% |
$3.12M - $3.46M
|
100
$14.4K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-151K- 83.81% |
$18.3M - $20.3M
|
29.2K
$4.2M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-215K- 47.4% |
$26M - $28.8M
|
238K
$34.3M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.9K- 49.9% |
$1.32M - $1.47M
|
11K
$1.58M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-92- 2.74% |
$11.1K - $12.4K
|
3.26K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.45K- 17.0% |
$176K - $195K
|
7.09K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.61K+ 28.75% |
$195K - $216K
|
7.2K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-100- 8.33% |
$12.1K - $13.4K
|
1.1K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.23K- 51.79% |
$270K - $299K
|
2.07K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51+ 6.04% |
$6.18K - $6.85K
|
895
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-9- 0.52% |
$1.09K - $1.21K
|
1.74K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9.61K- 41.18% |
$1.16M - $1.29M
|
13.7K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-31.7KClosed |
$3.83M - $4.25M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$6.06M - $6.71M
|
50K
$7.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.74K+ 100.35% |
$210K - $233K
|
3.47K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.8K+ 7.32% |
$1.55M - $1.72M
|
188K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
130K+ 169.13% |
$15.8M - $17.5M
|
208K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
13New |
$1.57K - $1.75K
|
13
$1.87K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
CALL |
15+ 150.0% |
$1.82K - $2.01K
|
25
$3.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-245- 2.2% |
$29.7K - $32.9K
|
10.9K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.39M - $2.65M
|
19.8K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.56K+ 12.42% |
$310K - $344K
|
23.2K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
555+ 87.82% |
$67.2K - $74.5K
|
1.19K
$171K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
89+ 1.86% |
$10.8K - $12K
|
4.88K
$701K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$848 - $940
|
3.08K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.52K- 9.53% |
$790K - $875K
|
61.9K
$8.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
349K+ 52.59% |
$42.3M - $46.9M
|
1.01M
$146M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
349K+ 52.58% |
$42.3M - $46.9M
|
1.01M
$146M
|
|
|
Nov 10, 2022
Q3 2022
|
Point State Capital LP
New York, NY |
SELL
|
- |
-210K- 75.59% |
$25.4M - $28.2M
|
67.7K
$9.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-816K- 71.68% |
$98.8M - $110M
|
322K
$46.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
1.22K+ 46.73% |
$148K - $164K
|
3.84K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.53KNew |
$427K - $474K
|
3.53K
$508K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.12KClosed |
$136K - $150K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
370New |
$44.8K - $49.7K
|
370
$53.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
57.7KNew |
$6.99M - $7.75M
|
57.7K
$8.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-3.39K- 10.15% |
$411K - $456K
|
30K
$4.32M
|
|