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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
971+ 19.41% |
$134K - $145K
|
5.97K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
960+ 54.24% |
$132K - $144K
|
2.73K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 47.5% |
$131K - $142K
|
2.95K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
948+ 6.2% |
$130K - $142K
|
16.2K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
928+ 14.01% |
$128K - $139K
|
7.55K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
926+ 33.07% |
$127K - $139K
|
3.73K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
923+ 2.51% |
$127K - $138K
|
37.7K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
917+ 2.76% |
$126K - $137K
|
34.1K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
903+ 31.89% |
$124K - $135K
|
3.74K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
880+ 8.09% |
$121K - $132K
|
11.8K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
878+ 20.71% |
$121K - $131K
|
5.12K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
862+ 8.34% |
$119K - $129K
|
11.2K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
859+ 18.66% |
$118K - $129K
|
5.46K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
850+ 5.43% |
$117K - $127K
|
16.5K
$2.19M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$116K - $126K
|
844
$112K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
831+ 0.47% |
$114K - $124K
|
178K
$23.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
827+ 25.2% |
$114K - $124K
|
4.11K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
827+ 1.76% |
$114K - $124K
|
47.8K
$6.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
820+ 10.09% |
$113K - $123K
|
8.95K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
811+ 8.81% |
$112K - $121K
|
10K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
805+ 32.03% |
$111K - $120K
|
3.32K
$440K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
803+ 34.94% |
$111K - $120K
|
3.1K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
800+ 3.57% |
$110K - $120K
|
23.2K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
790+ 9.15% |
$109K - $118K
|
9.43K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
762+ 1.71% |
$105K - $114K
|
45.3K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739+ 68.24% |
$102K - $111K
|
1.82K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
703New |
$96.7K - $105K
|
703
$93.2K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
697+ 12.49% |
$95.9K - $104K
|
6.28K
$833K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
686+ 214.37% |
$94.4K - $103K
|
1.01K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
685+ 116.89% |
$94.3K - $103K
|
1.27K
$169K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
667+ 19.41% |
$91.8K - $99.8K
|
4.1K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
667New |
$91.8K - $99.8K
|
667
$88.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
651+ 8.13% |
$89.6K - $97.4K
|
8.66K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
627+ 2.59% |
$86.3K - $93.8K
|
24.9K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
624New |
$85.9K - $93.4K
|
624
$82.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
605+ 3.22% |
$83.3K - $90.6K
|
19.4K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
598+ 22.38% |
$82.3K - $89.5K
|
3.27K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598+ 3.98% |
$82.3K - $89.5K
|
15.6K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
597+ 3.54% |
$82.2K - $89.4K
|
17.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 11.77% |
$80.5K - $87.6K
|
5.56K
$737K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
578+ 4.85% |
$79.5K - $86.5K
|
12.5K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
567+ 4.63% |
$78K - $84.9K
|
12.8K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
557+ 1.01% |
$76.6K - $83.4K
|
55.9K
$7.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
554+ 6.1% |
$76.2K - $82.9K
|
9.64K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
553+ 3.41% |
$76.1K - $82.8K
|
16.8K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
533+ 5.46% |
$73.3K - $79.8K
|
10.3K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532+ 16.9% |
$73.2K - $79.6K
|
3.68K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
527+ 2.7% |
$72.5K - $78.9K
|
20K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
523+ 38.26% |
$72K - $78.3K
|
1.89K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
517+ 1.22% |
$71.1K - $77.4K
|
42.8K
$5.68M
|