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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
4.28KNew |
$583K - $662K
|
4.28K
$619K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.26K+ 275.66% |
$580K - $659K
|
5.8K
$839K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21KNew |
$574K - $652K
|
4.21K
$609K
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.18K+ 17.35% |
$570K - $647K
|
28.3K
$4.09M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 14.35% |
$568K - $645K
|
33.2K
$4.81M
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.17KNew |
$568K - $645K
|
4.17K
$603K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.12K+ 111.02% |
$561K - $637K
|
7.83K
$1.13M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
4.11K+ 16.88% |
$561K - $637K
|
28.5K
$4.12M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.05KNew |
$552K - $627K
|
4.05K
$586K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.03K+ 27.7% |
$550K - $624K
|
18.6K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.97K+ 4.57% |
$541K - $614K
|
90.8K
$13.1M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.96KNew |
$539K - $612K
|
3.96K
$572K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.9K+ 265.53% |
$531K - $603K
|
5.37K
$776K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.89K+ 280.61% |
$530K - $602K
|
5.28K
$763K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.83KNew |
$522K - $593K
|
3.83K
$554K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.79KNew |
$516K - $586K
|
3.79K
$548K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 13.06% |
$513K - $582K
|
32.6K
$4.71M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75K+ 61.96% |
$511K - $580K
|
9.79K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.74K+ 5.36% |
$509K - $578K
|
73.5K
$10.6M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.74K+ 107.79% |
$509K - $578K
|
7.2K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.7KNew |
$505K - $573K
|
3.7K
$536K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.66KNew |
$499K - $567K
|
3.66K
$529K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.66KNew |
$499K - $566K
|
3.66K
$529K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.52K+ 11.64% |
$480K - $545K
|
33.7K
$4.88M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 45.34% |
$469K - $533K
|
11K
$1.6M
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.44K+ 10.55% |
$468K - $532K
|
36K
$5.21M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.43KNew |
$467K - $531K
|
3.43K
$496K
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.42K+ 11.05% |
$467K - $530K
|
34.4K
$4.97M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.39KNew |
$461K - $524K
|
3.39K
$489K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 1269.32% |
$457K - $519K
|
3.62K
$523K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.33K+ 7.44% |
$454K - $515K
|
48.1K
$6.95M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.32K+ 17.68% |
$452K - $513K
|
22.1K
$3.19M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.31KNew |
$452K - $513K
|
3.31K
$479K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3KNew |
$450K - $511K
|
3.3K
$477K
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$445K - $505K
|
3.26K
$472K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.26K+ 42.08% |
$444K - $504K
|
11K
$1.59M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.24KNew |
$442K - $502K
|
3.24K
$469K
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.24K+ 4.42% |
$442K - $502K
|
76.5K
$11.1M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.21K+ 57.35% |
$438K - $497K
|
8.81K
$1.27M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.12K+ 4.58% |
$425K - $482K
|
71.1K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.1KNew |
$422K - $480K
|
3.1K
$448K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.09K+ 13.77% |
$421K - $478K
|
25.5K
$3.69M
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 171.62% |
$420K - $477K
|
4.88K
$706K
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.07KNew |
$419K - $475K
|
3.07K
$444K
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.03K+ 4.4% |
$412K - $468K
|
71.7K
$10.4M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.01KNew |
$410K - $466K
|
3.01K
$435K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$409K - $464K
|
3K
$434K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.99KNew |
$407K - $463K
|
2.99K
$432K
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.97KNew |
$404K - $459K
|
2.97K
$429K
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.97K+ 5.49% |
$404K - $459K
|
56.9K
$8.23M
|