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 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.0% |
$62.1K - $67.9K
|
4.5K
$628K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-455- 88.35% |
$56.5K - $61.8K
|
60
$8.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-445- 21.19% |
$55.2K - $60.4K
|
1.66K
$231K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-428- 12.29% |
$53.1K - $58.1K
|
3.06K
$426K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-322- 64.79% |
$40K - $43.7K
|
175
$24.4K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-283- 14.25% |
$35.1K - $38.4K
|
1.7K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-257- 9.49% |
$31.9K - $34.9K
|
2.45K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-250- 3.54% |
$31K - $34K
|
6.81K
$951K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-235- 25.74% |
$29.2K - $31.9K
|
678
$94.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 6.5% |
$14K - $15.3K
|
1.63K
$227K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-111Closed |
$13.8K - $15.1K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-91- 40.27% |
$11.3K - $12.4K
|
135
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-67- 0.93% |
$8.32K - $9.1K
|
7.13K
$995K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-59- 53.64% |
$7.32K - $8.01K
|
51
$7.12K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 3.18% |
$7.08K - $7.74K
|
1.73K
$242K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-37- 2.28% |
$4.59K - $5.03K
|
1.58K
$221K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 6.98% |
$3.72K - $4.07K
|
400
$55.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.7% |
$1.86K - $2.04K
|
2.12K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.2% |
$248 - $272
|
1K
$140K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-70.9K- 97.75% |
$8.63M - $9.93M
|
1.63K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-35.3K- 92.31% |
$4.31M - $4.95M
|
2.94K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.66K- 82.82% |
$1.06M - $1.21M
|
1.8K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.22K- 22.86% |
$514K - $591K
|
14.2K
$1.99M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 41.16% |
$347K - $399K
|
4.07K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.36K- 31.68% |
$287K - $330K
|
5.09K
$710K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.08K- 5.51% |
$253K - $291K
|
35.7K
$4.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.81% |
$224K - $258K
|
36.4K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 4.56% |
$183K - $210K
|
31.4K
$4.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.48K- 37.75% |
$180K - $207K
|
2.44K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.19K- 6.33% |
$145K - $167K
|
17.7K
$2.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-949- 19.01% |
$116K - $133K
|
4.04K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-755- 6.12% |
$92K - $106K
|
11.6K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-432- 8.55% |
$52.6K - $60.5K
|
4.62K
$645K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-377- 7.93% |
$45.9K - $52.8K
|
4.38K
$611K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-368- 9.64% |
$44.8K - $51.6K
|
3.45K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-350- 12.23% |
$42.6K - $49K
|
2.51K
$351K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-295- 36.15% |
$35.9K - $41.3K
|
521
$72.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.22% |
$30.5K - $35K
|
7.51K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 30.77% |
$24.4K - $28K
|
450
$62.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-162- 7.37% |
$19.7K - $22.7K
|
2.04K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-130- 3.19% |
$15.8K - $18.2K
|
3.94K
$550K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-114- 6.22% |
$13.9K - $16K
|
1.72K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-112- 6.01% |
$13.6K - $15.7K
|
1.75K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-111- 0.57% |
$13.5K - $15.6K
|
19.3K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-98- 5.09% |
$11.9K - $13.7K
|
1.83K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-94- 5.51% |
$11.5K - $13.2K
|
1.61K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-64- 1.36% |
$7.8K - $8.97K
|
4.63K
$647K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-60- 1.95% |
$7.31K - $8.41K
|
3.02K
$422K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30- 21.43% |
$3.66K - $4.2K
|
110
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-25- 96.15% |
$3.05K - $3.5K
|
1
$140
|
|