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 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
122+ 4.3% |
$16.8K - $18.3K
|
2.96K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
121+ 2.16% |
$16.7K - $18.1K
|
5.72K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
114+ 3.18% |
$15.7K - $17.1K
|
3.7K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
113+ 7.45% |
$15.5K - $16.9K
|
1.63K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113+ 0.36% |
$15.5K - $16.9K
|
31.4K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
108+ 5.02% |
$14.9K - $16.2K
|
2.26K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
108+ 4.31% |
$14.9K - $16.2K
|
2.61K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
108+ 1.92% |
$14.9K - $16.2K
|
5.74K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
108+ 4.61% |
$14.9K - $16.2K
|
2.45K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 4.11% |
$14.7K - $16K
|
2.71K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
104+ 1.95% |
$14.3K - $15.6K
|
5.45K
$722K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
102+ 0.42% |
$14K - $15.3K
|
24.2K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
102+ 3.09% |
$14K - $15.3K
|
3.4K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.24% |
$13.8K - $15K
|
4.56K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$13.3K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 83.33% |
$13.8K - $15K
|
220
$29.2K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
100+ 3.7% |
$13.8K - $15K
|
2.8K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
99+ 0.36% |
$13.6K - $14.8K
|
27.8K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
98+ 0.81% |
$13.5K - $14.7K
|
12.3K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97+ 49.24% |
$13.3K - $14.5K
|
294
$39K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 0.6% |
$13.2K - $14.4K
|
16K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
95+ 1.43% |
$13.1K - $14.2K
|
6.72K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
92+ 2.79% |
$12.7K - $13.8K
|
3.39K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
92+ 0.78% |
$12.7K - $13.8K
|
11.9K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
91+ 36.99% |
$12.5K - $13.6K
|
337
$44.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
91+ 2.48% |
$12.5K - $13.6K
|
3.76K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
90+ 1.32% |
$12.4K - $13.5K
|
6.89K
$914K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
89+ 54.6% |
$12.2K - $13.3K
|
252
$33.4K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89+ 1.85% |
$12.2K - $13.3K
|
4.91K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
89+ 2.45% |
$12.2K - $13.3K
|
3.73K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
88+ 2.4% |
$12.1K - $13.2K
|
3.75K
$497K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
87New |
$12K - $13K
|
87
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
86+ 1.52% |
$11.8K - $12.9K
|
5.76K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
84+ 0.65% |
$11.6K - $12.6K
|
13K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
82+ 0.39% |
$11.3K - $12.3K
|
20.9K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
82+ 195.24% |
$11.3K - $12.3K
|
124
$16.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
81+ 1.77% |
$11.1K - $12.1K
|
4.66K
$619K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
80+ 0.6% |
$11K - $12K
|
13.4K
$1.78M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
80+ 2.75% |
$11K - $12K
|
2.99K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79+ 2.66% |
$10.9K - $11.8K
|
3.05K
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
79+ 3.58% |
$10.9K - $11.8K
|
2.29K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
77+ 1.76% |
$10.6K - $11.5K
|
4.45K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
76+ 3.74% |
$10.5K - $11.4K
|
2.11K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 1.17% |
$10.3K - $11.2K
|
6.49K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
74+ 4.86% |
$10.2K - $11.1K
|
1.6K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 74.47% |
$9.63K - $10.5K
|
164
$21.8K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
70+ 0.34% |
$9.63K - $10.5K
|
20.5K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
67+ 2.75% |
$9.22K - $10K
|
2.5K
$332K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
65+ 0.85% |
$8.94K - $9.73K
|
7.69K
$1.02M
|