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 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 17.65% |
$43K - $47.2K
|
2K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
283New |
$40.6K - $44.5K
|
283
$40.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
280+ 91.5% |
$40.1K - $44K
|
586
$84.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
250New |
$35.8K - $39.3K
|
250
$36K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.01% |
$35K - $38.4K
|
24.3K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
238+ 2.44% |
$34.1K - $37.4K
|
9.99K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
227+ 0.75% |
$32.5K - $35.7K
|
30.3K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
226New |
$32.4K - $35.5K
|
226
$32.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$29.8K - $32.7K
|
208
$29.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
200+ 20.41% |
$28.7K - $31.4K
|
1.18K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
185+ 52.26% |
$26.5K - $29.1K
|
539
$77.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
141+ 1.89% |
$20.2K - $22.2K
|
7.59K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
133+ 2.98% |
$19.1K - $20.9K
|
4.59K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 14.38% |
$18.9K - $20.8K
|
1.05K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
125+ 7.31% |
$17.9K - $19.7K
|
1.84K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124New |
$17.8K - $19.5K
|
124
$17.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
122New |
$17.5K - $19.2K
|
122
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
101+ 6.99% |
$14.5K - $15.9K
|
1.55K
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101New |
$14.5K - $15.9K
|
101
$14.5K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 6.03% |
$14.3K - $15.7K
|
1.76K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99+ 0.46% |
$14.2K - $15.6K
|
21.5K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
99+ 1.04% |
$14.2K - $15.6K
|
9.59K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
98+ 6.0% |
$14K - $15.4K
|
1.73K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
95+ 5.78% |
$13.6K - $14.9K
|
1.74K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
91+ 0.3% |
$13K - $14.3K
|
30.8K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
86+ 5.81% |
$12.3K - $13.5K
|
1.57K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$11.6K - $12.7K
|
81
$11.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
79+ 14.6% |
$11.3K - $12.4K
|
620
$89.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
76+ 2.77% |
$10.9K - $12K
|
2.82K
$405K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
64New |
$9.17K - $10.1K
|
64
$9.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61+ 10.74% |
$8.74K - $9.59K
|
629
$90.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
59+ 1.67% |
$8.45K - $9.28K
|
3.59K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
58New |
$8.31K - $9.12K
|
58
$8.34K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 3.15% |
$7.88K - $8.65K
|
1.8K
$259K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
50+ 5000.0% |
$7.17K - $7.86K
|
51
$7.34K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
50+ 2.32% |
$7.17K - $7.86K
|
2.21K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 0.14% |
$6.02K - $6.6K
|
31K
$4.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
40+ 0.27% |
$5.73K - $6.29K
|
15K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$5.73K - $6.29K
|
40
$5.75K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
39+ 1.59% |
$5.59K - $6.13K
|
2.49K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 1.44% |
$5.59K - $6.13K
|
2.75K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37+ 23.13% |
$5.3K - $5.82K
|
197
$28.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 1.16% |
$4.59K - $5.03K
|
2.79K
$401K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28+ 0.14% |
$4.01K - $4.4K
|
19.5K
$2.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23New |
$3.3K - $3.62K
|
23
$3.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
22+ 0.71% |
$3.15K - $3.46K
|
3.14K
$451K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
22+ 1.26% |
$3.15K - $3.46K
|
1.77K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$2.87K - $3.14K
|
20
$2.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16+ 0.13% |
$2.29K - $2.52K
|
12.4K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$2.29K - $2.52K
|
16
$2.3K
|