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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.78KNew |
$841K - $920K
|
6.78K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.48KNew |
$432K - $472K
|
3.48K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.33KNew |
$414K - $453K
|
3.33K
$482K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.74KNew |
$340K - $372K
|
2.74K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.41KNew |
$299K - $328K
|
2.41K
$349K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
2.04KNew |
$253K - $277K
|
2.04K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$239K - $262K
|
1.93K
$279K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$224K - $245K
|
1.8K
$261K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.62KNew |
$202K - $221K
|
1.62K
$235K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.31K+ 2.44% |
$163K - $178K
|
55K
$7.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.02K+ 5.16% |
$127K - $139K
|
20.8K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
915New |
$114K - $124K
|
915
$132K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
900New |
$112K - $122K
|
900
$130K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
625+ 173.61% |
$77.6K - $84.9K
|
985
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600+ 27.78% |
$74.5K - $81.5K
|
2.76K
$399K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
561+ 14.67% |
$69.6K - $76.2K
|
4.39K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
552New |
$68.5K - $75K
|
552
$79.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
373New |
$46.3K - $50.7K
|
373
$53.9K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
372+ 1.52% |
$46.2K - $50.5K
|
24.9K
$3.6M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
308+ 43.32% |
$38.2K - $41.8K
|
1.02K
$147K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
232New |
$28.8K - $31.5K
|
232
$33.5K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
199+ 7.12% |
$24.7K - $27K
|
2.99K
$433K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
94+ 1.82% |
$11.7K - $12.8K
|
5.27K
$762K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
90New |
$11.2K - $12.2K
|
90
$13K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
88+ 1.84% |
$10.9K - $12K
|
4.88K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
60New |
$7.45K - $8.15K
|
60
$8.68K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
33+ 0.03% |
$4.1K - $4.48K
|
97K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.33% |
$124 - $136
|
305
$44.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1.25MNew |
$152M - $175M
|
1.25M
$181M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
874KNew |
$106M - $122M
|
874K
$126M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
744K+ 2976.8% |
$90.7M - $104M
|
769K
$111M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
373KNew |
$45.5M - $52.3M
|
373K
$53.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
102KNew |
$12.4M - $14.2M
|
102K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.5KNew |
$7.5M - $8.62M
|
61.5K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
49.7KNew |
$6.06M - $6.96M
|
49.7K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
PUT |
37K+ 160.87% |
$4.51M - $5.18M
|
60K
$8.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$4.18M - $4.8M
|
34.3K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34.1KNew |
$4.16M - $4.78M
|
34.1K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
32.7KNew |
$3.99M - $4.58M
|
32.7K
$4.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
30.7KNew |
$3.74M - $4.31M
|
30.7K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
30KNew |
$3.66M - $4.2M
|
30K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
19KNew |
$2.31M - $2.66M
|
19K
$2.74M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18.8KNew |
$2.29M - $2.64M
|
18.8K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
18KNew |
$2.19M - $2.52M
|
18K
$2.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
17.6KNew |
$2.15M - $2.47M
|
17.6K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
CALL |
15KNew |
$1.83M - $2.1M
|
15K
$2.17M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.2KNew |
$1.73M - $1.99M
|
14.2K
$2.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
12.4KNew |
$1.51M - $1.74M
|
12.4K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.3K+ 13.81% |
$1.5M - $1.73M
|
102K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$1.4M - $1.61M
|
11.5K
$1.66M
|
|