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 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 31.47% |
$274K - $311K
|
8.39K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2KNew |
$272K - $309K
|
2K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.98K+ 1.24% |
$270K - $307K
|
162K
$23.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.98K+ 25.77% |
$270K - $306K
|
9.66K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.98K+ 16.92% |
$270K - $306K
|
13.7K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.95KNew |
$266K - $302K
|
1.95K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 12.96% |
$262K - $298K
|
16.8K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 1.92% |
$262K - $298K
|
102K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.92K+ 33.08% |
$262K - $298K
|
7.74K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.9KNew |
$259K - $294K
|
1.9K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.89K+ 6.99% |
$258K - $293K
|
28.9K
$4.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.88K+ 18.32% |
$257K - $291K
|
12.2K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.88K+ 20.47% |
$256K - $291K
|
11.1K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.87K+ 40.86% |
$254K - $289K
|
6.43K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.86KNew |
$254K - $288K
|
1.86K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.85K+ 90.98% |
$252K - $286K
|
3.88K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.83KNew |
$250K - $284K
|
1.83K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.82KNew |
$248K - $282K
|
1.82K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.81KNew |
$246K - $280K
|
1.81K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.8KNew |
$245K - $278K
|
1.8K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.8K+ 41.64% |
$245K - $278K
|
6.11K
$883K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.77K+ 1.69% |
$241K - $274K
|
107K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.77KNew |
$241K - $274K
|
1.77K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.76KNew |
$240K - $272K
|
1.76K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.76K+ 6.04% |
$239K - $272K
|
30.8K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.74KNew |
$237K - $269K
|
1.74K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.71K+ 13.14% |
$232K - $264K
|
14.7K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$232K - $263K
|
1.7K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.69K+ 29.67% |
$230K - $261K
|
7.37K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.68K+ 46.36% |
$229K - $260K
|
5.31K
$768K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 2.27% |
$226K - $257K
|
74.9K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.66K+ 52.34% |
$226K - $257K
|
4.83K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.66K+ 25.62% |
$226K - $257K
|
8.13K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 13.11% |
$225K - $256K
|
14.3K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.64K+ 37.01% |
$223K - $253K
|
6.06K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.63K+ 3.74% |
$222K - $252K
|
45.2K
$6.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.62K+ 56.85% |
$221K - $251K
|
4.48K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.62KNew |
$220K - $250K
|
1.62K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$219K - $249K
|
1.61K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.6K+ 17.21% |
$218K - $247K
|
10.9K
$1.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.58KNew |
$216K - $245K
|
1.58K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.58K+ 11.45% |
$215K - $244K
|
15.4K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.56KNew |
$212K - $241K
|
1.56K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.55KNew |
$212K - $240K
|
1.55K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.55K+ 39.02% |
$211K - $239K
|
5.51K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.54K+ 2.43% |
$210K - $239K
|
65K
$9.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.53KNew |
$208K - $236K
|
1.53K
$221K
|