Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$244K - $267K
|
1.7K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.57KNew |
$225K - $247K
|
1.57K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$225K - $246K
|
1.57K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.51KNew |
$217K - $238K
|
1.51K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.44KNew |
$207K - $227K
|
1.44K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$206K - $226K
|
1.44K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.43KNew |
$204K - $224K
|
1.43K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.43KNew |
$204K - $224K
|
1.43K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.42KNew |
$204K - $224K
|
1.42K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.42KNew |
$204K - $223K
|
1.42K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$203K - $223K
|
1.42K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.38KNew |
$197K - $216K
|
1.38K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$196K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.36KNew |
$195K - $214K
|
1.36K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.34KNew |
$192K - $210K
|
1.34K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$191K - $209K
|
1.33K
$191K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.31KNew |
$187K - $206K
|
1.31K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.31KNew |
$187K - $205K
|
1.31K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.19K+ 4.56% |
$171K - $188K
|
27.4K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.19KNew |
$171K - $188K
|
1.19K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.14K+ 4.28% |
$163K - $179K
|
27.8K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
958+ 3.92% |
$137K - $151K
|
25.4K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
950+ 9.43% |
$136K - $149K
|
11K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
924+ 23.93% |
$132K - $145K
|
4.79K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
921New |
$132K - $145K
|
921
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$121K - $133K
|
844
$121K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
838New |
$120K - $132K
|
838
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
832New |
$119K - $131K
|
832
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
812New |
$116K - $128K
|
812
$117K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
794+ 9.26% |
$114K - $125K
|
9.37K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
765+ 15.39% |
$110K - $120K
|
5.74K
$825K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
687New |
$98.4K - $108K
|
687
$98.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
520+ 16.77% |
$74.5K - $81.8K
|
3.62K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
511+ 37.94% |
$73.2K - $80.3K
|
1.86K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 384.62% |
$71.7K - $78.6K
|
630
$90.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
490New |
$70.2K - $77K
|
490
$70.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
455+ 8.06% |
$65.2K - $71.5K
|
6.1K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
417+ 5.7% |
$59.8K - $65.6K
|
7.74K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406New |
$58.2K - $63.8K
|
406
$58.4K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
368+ 23.5% |
$52.7K - $57.9K
|
1.93K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
351+ 102.33% |
$50.3K - $55.2K
|
694
$99.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
349New |
$50K - $54.9K
|
349
$50.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
323+ 12.56% |
$46.3K - $50.8K
|
2.89K
$416K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
319+ 9.97% |
$45.7K - $50.2K
|
3.52K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
300New |
$43K - $47.2K
|
300
$43.1K
|