Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.82% |
$4.29K - $4.56K
|
3.74K
$522K
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-27- 0.07% |
$3.74K - $3.97K
|
38.8K
$5.42M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-26- 1.85% |
$3.6K - $3.82K
|
1.38K
$193K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.27% |
$3.46K - $3.68K
|
9.07K
$1.27M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.79% |
$3.46K - $3.68K
|
3.15K
$439K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 1.65% |
$2.77K - $2.94K
|
1.19K
$166K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 1.01% |
$2.77K - $2.94K
|
1.96K
$274K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 6.25% |
$2.77K - $2.94K
|
300
$41.9K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-19- 0.24% |
$2.63K - $2.79K
|
7.81K
$1.09M
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.44% |
$2.35K - $2.5K
|
3.88K
$542K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-15- 0.21% |
$2.08K - $2.21K
|
6.99K
$975K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-10- 0.66% |
$1.38K - $1.47K
|
1.5K
$209K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-7- 0.53% |
$969 - $1.03K
|
1.3K
$182K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5- 0.17% |
$692 - $735
|
3.03K
$422K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.01% |
$277 - $294
|
14.8K
$2.07M
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-292K- 97.18% |
$40.4M - $43.2M
|
8.46K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-122K- 64.41% |
$17M - $18.1M
|
67.7K
$9.45M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-48.7K- 75.15% |
$6.74M - $7.2M
|
16.1K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-14.2K- 30.72% |
$1.96M - $2.09M
|
32K
$4.46M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.83K- 71.24% |
$1.22M - $1.3M
|
3.56K
$497K
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.91K- 64.61% |
$541K - $578K
|
2.14K
$299K
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-3.68K- 60.0% |
$509K - $544K
|
2.45K
$342K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.45K- 50.53% |
$478K - $511K
|
3.38K
$472K
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.93KClosed |
$405K - $433K
|
0
$0
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 97.18% |
$357K - $381K
|
75
$10.5K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.58K- 89.57% |
$357K - $381K
|
300
$41.9K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.46K- 28.99% |
$341K - $364K
|
6.03K
$841K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 46.18% |
$241K - $258K
|
2.03K
$284K
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.69KClosed |
$234K - $250K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 46.76% |
$208K - $222K
|
1.71K
$238K
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.37K- 8.34% |
$189K - $202K
|
15K
$2.1M
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.36K- 81.34% |
$189K - $202K
|
313
$43.7K
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.1K- 21.48% |
$152K - $163K
|
4.02K
$561K
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 40.09% |
$150K - $160K
|
1.61K
$225K
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 20.0% |
$138K - $148K
|
4K
$558K
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1K- 9.35% |
$138K - $148K
|
9.7K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-993- 11.96% |
$138K - $147K
|
7.31K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-978- 0.13% |
$135K - $145K
|
757K
$106M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-946- 37.21% |
$131K - $140K
|
1.6K
$223K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-918- 43.86% |
$127K - $136K
|
1.18K
$164K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-870- 4.21% |
$120K - $129K
|
19.8K
$2.76M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-849- 33.62% |
$118K - $126K
|
1.68K
$234K
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-740- 12.49% |
$102K - $109K
|
5.19K
$724K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-660- 41.48% |
$91.4K - $97.6K
|
931
$130K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-463- 67.0% |
$64.1K - $68.5K
|
228
$31.8K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-446- 18.94% |
$61.8K - $65.9K
|
1.91K
$266K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-400- 11.47% |
$55.4K - $59.1K
|
3.09K
$431K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-265- 4.25% |
$36.7K - $39.2K
|
5.97K
$833K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 8.76% |
$34.9K - $37.3K
|
2.63K
$366K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-224- 53.85% |
$31K - $33.1K
|
192
$26.8K
|