Purchases and Sales Made in Q1 2025 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.82M+ 14674.22% |
$388M - $422M
|
2.84M
$376M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.75M+ 16.01% |
$241M - $262M
|
12.7M
$1.68B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24M+ 11.42% |
$171M - $186M
|
12.1M
$1.61B
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.19MNew |
$163M - $178M
|
1.19M
$157M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
996K+ 2657.12% |
$137M - $149M
|
1.03M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
825K+ 131.52% |
$113M - $123M
|
1.45M
$193M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
735K+ 37.56% |
$101M - $110M
|
2.69M
$357M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
564K+ 16.23% |
$77.6M - $84.4M
|
4.04M
$536M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
553K+ 9.34% |
$76.1M - $82.8M
|
6.47M
$859M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
450K+ 30.65% |
$61.9M - $67.4M
|
1.92M
$255M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
415K+ 57.17% |
$57.1M - $62.1M
|
1.14M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
413K+ 1997.48% |
$56.8M - $61.8M
|
433K
$57.5M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
389K+ 24.75% |
$53.6M - $58.3M
|
1.96M
$260M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
368K+ 87.65% |
$50.6M - $55.1M
|
788K
$104M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
352K+ 178.26% |
$48.5M - $52.7M
|
550K
$72.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
340K+ 11.03% |
$46.8M - $50.9M
|
3.42M
$454M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
327K+ 869.81% |
$45M - $49M
|
365K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
308K+ 52.62% |
$42.3M - $46.1M
|
892K
$118M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
240K+ 130.3% |
$33M - $35.9M
|
424K
$56.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
224K+ 376.62% |
$30.8M - $33.5M
|
283K
$37.5M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
217K+ 22382.37% |
$29.9M - $32.5M
|
218K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 2.85% |
$26.4M - $28.7M
|
6.94M
$920M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
168K+ 1615.45% |
$23.1M - $25.1M
|
178K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
155K+ 45.3% |
$21.3M - $23.2M
|
496K
$65.8M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
151KNew |
$20.8M - $22.6M
|
151K
$20M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
147K+ 14500.98% |
$20.3M - $22.1M
|
148K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
133KNew |
$18.3M - $19.9M
|
133K
$17.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
131KNew |
$18M - $19.6M
|
131K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129KNew |
$17.7M - $19.3M
|
129K
$17.1M
|
|
|
May 23, 2025
Q1 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
123KNew |
$17M - $18.5M
|
123K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
122K+ 86.04% |
$16.8M - $18.3M
|
264K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
120K+ 10.45% |
$16.5M - $18M
|
1.27M
$168M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
116K+ 175077.27% |
$15.9M - $17.3M
|
116K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
106KNew |
$14.6M - $15.9M
|
106K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.4M - $15.7M
|
105K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 12.33% |
$14.3M - $15.5M
|
946K
$125M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
103KNew |
$14.2M - $15.4M
|
103K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
100K+ 60.41% |
$13.8M - $15M
|
267K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
100K+ 62.5% |
$13.8M - $15M
|
260K
$34.5M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
99.8K+ 207.3% |
$13.7M - $14.9M
|
148K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.6K+ 3.26% |
$13.6M - $14.8M
|
3.12M
$414M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
93.7K+ 41.37% |
$12.9M - $14M
|
320K
$42.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
93.6K+ 283.32% |
$12.9M - $14M
|
127K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
91.8KNew |
$12.6M - $13.7M
|
91.8K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
91.7K+ 110.38% |
$12.6M - $13.7M
|
175K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.8K+ 25.66% |
$11.9M - $13M
|
425K
$56.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.4K+ 155.2% |
$10.7M - $11.6M
|
127K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.4K+ 14.06% |
$10.5M - $11.4M
|
620K
$82.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
73.2K+ 2304.03% |
$10.1M - $11M
|
76.4K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
70.3K+ 5.43% |
$9.67M - $10.5M
|
1.36M
$181M
|