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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-210- 10.37% |
$29.1K - $31.1K
|
1.82K
$253K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-207- 46.1% |
$28.7K - $30.6K
|
242
$33.8K
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.34% |
$27.7K - $29.6K
|
8.36K
$1.17M
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 35.62% |
$23K - $24.5K
|
300
$41.9K
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-166- 3.35% |
$23K - $24.5K
|
4.78K
$668K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-105- 5.18% |
$14.5K - $15.5K
|
1.92K
$268K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-102- 5.21% |
$14.1K - $15.1K
|
1.85K
$259K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-95- 0.56% |
$13.2K - $14K
|
16.9K
$2.36M
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-65- 19.82% |
$9K - $9.61K
|
263
$36.7K
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-64- 3.8% |
$8.86K - $9.46K
|
1.62K
$226K
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-56- 42.11% |
$7.75K - $8.28K
|
77
$10.7K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 22.94% |
$6.92K - $7.39K
|
168
$23.5K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 5.32% |
$4.99K - $5.32K
|
641
$89.5K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-35- 1.6% |
$4.85K - $5.18K
|
2.15K
$300K
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 2.26% |
$4.71K - $5.03K
|
1.47K
$205K
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-32- 0.37% |
$4.43K - $4.73K
|
8.7K
$1.21M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 23.08% |
$4.15K - $4.44K
|
100
$14K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-25- 21.55% |
$3.46K - $3.7K
|
91
$12.7K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-22- 1.33% |
$3.05K - $3.25K
|
1.64K
$228K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$2.77K - $2.96K
|
8.43K
$1.18M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-14- 0.4% |
$1.94K - $2.07K
|
3.51K
$490K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-8- 7.77% |
$1.11K - $1.18K
|
95
$13.3K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.7K- 98.33% |
$2.67M - $2.95M
|
369
$51.5K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-18.2K- 68.64% |
$2.24M - $2.48M
|
8.3K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-11.1K- 56.37% |
$1.37M - $1.52M
|
8.6K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.89K- 29.92% |
$1.09M - $1.21M
|
20.8K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.18K- 78.06% |
$760K - $842K
|
1.74K
$242K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.87K- 41.94% |
$722K - $800K
|
8.12K
$1.13M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 9.56% |
$471K - $522K
|
36.2K
$5.06M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-2.9K- 7.09% |
$357K - $396K
|
38K
$5.3M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.4M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 45.18% |
$243K - $269K
|
2.4K
$335K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$473K
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.39K- 33.28% |
$171K - $189K
|
2.79K
$389K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.22K- 61.68% |
$150K - $166K
|
756
$106K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 83.35% |
$113K - $126K
|
184
$25.7K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-867- 99.2% |
$107K - $118K
|
7
$977
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-763- 9.89% |
$94K - $104K
|
6.95K
$970K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-505- 7.84% |
$62.2K - $68.9K
|
5.93K
$828K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-501- 17.05% |
$61.7K - $68.3K
|
2.44K
$340K
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-394- 2.38% |
$48.5K - $53.7K
|
16.2K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-375- 16.7% |
$46.2K - $51.1K
|
1.87K
$261K
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-326- 3.9% |
$40.1K - $44.5K
|
8.03K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-315- 18.55% |
$38.8K - $43K
|
1.38K
$193K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-306- 0.99% |
$37.7K - $41.7K
|
30.6K
$4.28M
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-300- 18.98% |
$36.9K - $40.9K
|
1.28K
$179K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-297- 61.88% |
$36.6K - $40.5K
|
183
$25.5K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-275- 15.45% |
$33.9K - $37.5K
|
1.51K
$210K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-270- 14.93% |
$33.2K - $36.8K
|
1.54K
$215K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-265- 8.5% |
$32.6K - $36.1K
|
2.85K
$398K
|