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 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
65+ 0.85% |
$8.94K - $9.73K
|
7.69K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
65New |
$8.94K - $9.73K
|
65
$8.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
63+ 1.66% |
$8.67K - $9.43K
|
3.87K
$513K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
63+ 95.45% |
$8.67K - $9.43K
|
129
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.0% |
$8.26K - $8.98K
|
3.06K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
60New |
$8.26K - $8.98K
|
60
$7.96K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
57+ 1.65% |
$7.84K - $8.53K
|
3.51K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
57+ 0.14% |
$7.84K - $8.53K
|
40.5K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.5% |
$7.71K - $8.38K
|
3.78K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53+ 1.77% |
$7.29K - $7.93K
|
3.04K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 14.29% |
$6.88K - $7.48K
|
400
$53.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47+ 1.34% |
$6.47K - $7.03K
|
3.56K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45+ 1.13% |
$6.19K - $6.74K
|
4.03K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
45+ 2.46% |
$6.19K - $6.74K
|
1.88K
$249K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44+ 0.17% |
$6.05K - $6.59K
|
25.6K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
42+ 1.65% |
$5.78K - $6.29K
|
2.58K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41+ 18.72% |
$5.64K - $6.14K
|
260
$34.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 2.29% |
$5.5K - $5.99K
|
1.79K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.34% |
$5.09K - $5.54K
|
11K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35+ 1.02% |
$4.82K - $5.24K
|
3.47K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
35+ 1.92% |
$4.82K - $5.24K
|
1.86K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.46% |
$4.82K - $5.24K
|
2.43K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
34+ 1.83% |
$4.68K - $5.09K
|
1.89K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34+ 0.2% |
$4.68K - $5.09K
|
16.7K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 2.0% |
$4.54K - $4.94K
|
1.68K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
33+ 0.67% |
$4.54K - $4.94K
|
4.94K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
32+ 0.4% |
$4.4K - $4.79K
|
8.1K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
32New |
$4.4K - $4.79K
|
32
$4.24K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 4.18% |
$4.13K - $4.49K
|
748
$99.2K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 1.61% |
$3.99K - $4.34K
|
1.83K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.58K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.81% |
$3.72K - $4.04K
|
988
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.13% |
$3.44K - $3.74K
|
19.2K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 1.0% |
$3.44K - $3.74K
|
2.52K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
25+ 0.74% |
$3.44K - $3.74K
|
3.41K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
24+ 1.45% |
$3.3K - $3.59K
|
1.68K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
23+ 1.48% |
$3.17K - $3.44K
|
1.58K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
23New |
$3.17K - $3.44K
|
23
$3.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
22+ 0.08% |
$3.03K - $3.29K
|
27.7K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
22+ 1.41% |
$3.03K - $3.29K
|
1.59K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.89K - $3.14K
|
21
$2.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.38% |
$2.89K - $3.14K
|
5.49K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 1.38% |
$2.89K - $3.14K
|
1.55K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.98% |
$2.75K - $2.99K
|
2.06K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20+ 0.35% |
$2.75K - $2.99K
|
5.76K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$2.61K - $2.84K
|
6.4K
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19New |
$2.61K - $2.84K
|
19
$2.52K
|