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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.48M - $1.59M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
688New |
$87.4K - $94.2K
|
688
$99K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-65Closed |
$8.26K - $8.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-656- 91.11% |
$83.4K - $89.8K
|
64
$9.21K
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
75+ 4.31% |
$9.53K - $10.3K
|
1.82K
$261K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-300Closed |
$38.1K - $41.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.22% |
$508 - $547
|
325
$46.7K
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.51KClosed |
$446K - $480K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-15.5KClosed |
$1.97M - $2.12M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17New |
$2.16K - $2.33K
|
17
$2.45K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-60- 1.79% |
$7.62K - $8.21K
|
3.3K
$475K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-684Closed |
$86.9K - $93.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.36KNew |
$1.06M - $1.14M
|
8.36K
$1.2M
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-10Closed |
$1.27K - $1.37K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-150Closed |
$19.1K - $20.5K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.48KClosed |
$443K - $477K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.36KClosed |
$427K - $460K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.65KClosed |
$209K - $226K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-13- 0.81% |
$1.65K - $1.78K
|
1.59K
$229K
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-1.93KClosed |
$245K - $264K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-105Closed |
$13.3K - $14.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.39KClosed |
$394K - $427K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-600Closed |
$69.8K - $75.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
96.8KNew |
$11.3M - $12.2M
|
96.8K
$13.9M
|
|
Aug 16, 2021
Q2 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-51.1KClosed |
$5.94M - $6.44M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-66.4KClosed |
$7.73M - $8.37M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
PUT |
-1MClosed |
$116M - $126M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-3.02KClosed |
$352K - $381K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
30KNew |
$3.5M - $3.79M
|
30K
$4.32M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
400New |
$46.6K - $50.4K
|
400
$57.5K
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-19Closed |
$2.21K - $2.39K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-136Closed |
$15.8K - $17.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-96Closed |
$11.2K - $12.1K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-166- 35.62% |
$19.3K - $20.9K
|
300
$43.1K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-17Closed |
$1.98K - $2.14K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.26KClosed |
$612K - $663K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-17Closed |
$1.98K - $2.14K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-1.71KClosed |
$199K - $215K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
800KNew |
$93.1M - $101M
|
800K
$115M
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-179Closed |
$20.8K - $22.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.7KNew |
$1.48M - $1.6M
|
12.7K
$1.83M
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-197Closed |
$22.9K - $24.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.6KNew |
$186K - $202K
|
1.6K
$230K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.93KClosed |
$224K - $243K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-336KClosed |
$39.1M - $42.3M
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
9.28KNew |
$1.08M - $1.17M
|
9.28K
$1.33M
|
|
Q1 2021 | |||||||
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26New |
$2.88K - $3.08K
|
26
$3.74K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$2.32M - $2.48M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.52KClosed |
$279K - $299K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-248Closed |
$27.5K - $29.4K
|
0
$0
|