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 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-62- 0.26% |
$8.45K - $9.59K
|
24K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.87K+ 4.07% |
$1.21M - $1.37M
|
227K
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
81+ 0.25% |
$11K - $12.5K
|
32.6K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-365- 19.23% |
$49.7K - $56.5K
|
1.53K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 4.05% |
$233K - $264K
|
40.4K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-52- 1.53% |
$7.09K - $8.05K
|
3.35K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.62KNew |
$220K - $250K
|
1.62K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-286- 1.16% |
$39K - $44.3K
|
24.4K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-44- 1.41% |
$6K - $6.81K
|
3.07K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-150- 69.44% |
$20.4K - $23.2K
|
66
$9.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.7K+ 82.83% |
$1.19M - $1.35M
|
19.2K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.85% |
$5.72K - $6.5K
|
4.97K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59M- 19.18% |
$353M - $401M
|
10.9M
$1.57B
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
22.2KNew |
$3.02M - $3.43M
|
22.2K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.53KNew |
$208K - $236K
|
1.53K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.7K- 11.46% |
$2.14M - $2.43M
|
121K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
689+ 2.53% |
$93.9K - $107K
|
27.9K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-397- 8.11% |
$54.1K - $61.4K
|
4.5K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 10.1% |
$1.36K - $1.55K
|
89
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
42.2KNew |
$5.75M - $6.53M
|
42.2K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.59K- 11.97% |
$762K - $866K
|
41.1K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
510+ 10.02% |
$69.5K - $78.9K
|
5.6K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 8.06% |
$263K - $298K
|
22K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
4.28KNew |
$583K - $662K
|
4.28K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.45K+ 0.89% |
$606K - $688K
|
506K
$72.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 0.05% |
$2.04K - $2.32K
|
32.9K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
33.1K+ 43.06% |
$4.51M - $5.12M
|
110K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23.6KClosed |
$3.21M - $3.64M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$1.43M - $1.62M
|
10.5K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 9.11% |
$667K - $758K
|
48.9K
$7.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.3K- 48.25% |
$1.81M - $2.05M
|
14.2K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.56K+ 62.17% |
$622K - $706K
|
11.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.82K- 7.36% |
$384K - $436K
|
35.4K
$5.1M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-185- 7.59% |
$25.2K - $28.6K
|
2.25K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
963+ 8.04% |
$131K - $149K
|
12.9K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-340- 1.65% |
$46.3K - $52.6K
|
20.3K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-563K- 43.7% |
$76.8M - $87.2M
|
726K
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
88K+ 15.68% |
$12M - $13.6M
|
649K
$93.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.7K- 27.27% |
$7.45M - $8.46M
|
146K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-306- 41.35% |
$41.7K - $47.4K
|
434
$62.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
98.7KNew |
$13.4M - $15.3M
|
98.7K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
613New |
$83.5K - $94.9K
|
613
$88.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 6.14% |
$166K - $189K
|
21.1K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
159+ 3.03% |
$21.7K - $24.6K
|
5.41K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
22.4KNew |
$3.05M - $3.46M
|
22.4K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-59.1K- 95.84% |
$8.06M - $9.15M
|
2.57K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
57+ 1.89% |
$7.77K - $8.82K
|
3.08K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
5.59KNew |
$762K - $865K
|
5.59K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 13.11% |
$225K - $256K
|
14.3K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 9.29% |
$362K - $411K
|
31.2K
$4.49M
|