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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-43- 2.08% |
$5.95K - $6.32K
|
2.02K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.79% |
$3.46K - $3.68K
|
3.15K
$478K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-292K- 97.18% |
$40.4M - $43.2M
|
8.46K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-122K- 64.41% |
$17M - $18.1M
|
67.7K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-48.7K- 75.15% |
$6.74M - $7.2M
|
16.1K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-14.2K- 30.72% |
$1.96M - $2.09M
|
32K
$4.85M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.83K- 71.24% |
$1.22M - $1.3M
|
3.56K
$541K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.91K- 64.61% |
$541K - $578K
|
2.14K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.45K- 50.53% |
$478K - $511K
|
3.38K
$513K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 97.18% |
$357K - $381K
|
75
$11.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.58K- 89.57% |
$357K - $381K
|
300
$45.5K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$304K - $324K
|
0
$0
|
|
|
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
$259K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.37K- 8.34% |
$189K - $202K
|
15K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 20.0% |
$138K - $148K
|
4K
$607K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-993- 11.96% |
$138K - $147K
|
7.31K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-978- 0.13% |
$135K - $145K
|
757K
$115M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-946- 37.21% |
$131K - $140K
|
1.6K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-870- 4.21% |
$120K - $129K
|
19.8K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-849- 33.62% |
$118K - $126K
|
1.68K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-740- 12.49% |
$102K - $109K
|
5.19K
$788K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-463- 67.0% |
$64.1K - $68.5K
|
228
$34.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-265- 4.25% |
$36.7K - $39.2K
|
5.97K
$906K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-224- 53.85% |
$31K - $33.1K
|
192
$29.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-207- 46.1% |
$28.7K - $30.6K
|
242
$36.7K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-168- 76.36% |
$23.3K - $24.8K
|
52
$7.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 35.62% |
$23K - $24.5K
|
300
$45.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-105- 5.18% |
$14.5K - $15.5K
|
1.92K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-95- 0.56% |
$13.2K - $14K
|
16.9K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-64- 3.8% |
$8.86K - $9.46K
|
1.62K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 22.94% |
$6.92K - $7.39K
|
168
$25.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 5.32% |
$4.99K - $5.32K
|
641
$97.3K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 2.26% |
$4.71K - $5.03K
|
1.47K
$223K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 23.08% |
$4.15K - $4.44K
|
100
$15.2K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-25- 21.55% |
$3.46K - $3.7K
|
91
$13.8K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-22- 1.33% |
$3.05K - $3.25K
|
1.64K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-14- 0.4% |
$1.94K - $2.07K
|
3.51K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-8- 7.77% |
$1.11K - $1.18K
|
95
$14.4K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.7K- 98.33% |
$2.67M - $2.95M
|
369
$56K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-11.1K- 56.37% |
$1.37M - $1.52M
|
8.6K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.89K- 29.92% |
$1.09M - $1.21M
|
20.8K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.18K- 78.06% |
$760K - $842K
|
1.74K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 9.56% |
$471K - $522K
|
36.2K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-2.9K- 7.09% |
$357K - $396K
|
38K
$5.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.58K- 9.58% |
$318K - $352K
|
24.4K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.98K- 45.18% |
$243K - $269K
|
2.4K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 29.15% |
$172K - $190K
|
3.39K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.39K- 33.28% |
$171K - $189K
|
2.79K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 83.35% |
$113K - $126K
|
184
$27.9K
|
|