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 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
19+ 0.06% |
$2.61K - $2.84K
|
34.4K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
19+ 0.77% |
$2.61K - $2.84K
|
2.5K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 1.61% |
$2.61K - $2.84K
|
1.2K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 0.15% |
$2.48K - $2.69K
|
12.2K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
16+ 0.36% |
$2.2K - $2.39K
|
4.47K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
16+ 0.46% |
$2.2K - $2.39K
|
3.51K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
15+ 0.61% |
$2.06K - $2.25K
|
2.46K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
15+ 0.19% |
$2.06K - $2.25K
|
8.1K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
14+ 66.67% |
$1.93K - $2.1K
|
35
$4.64K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.93K - $2.1K
|
6.5K
$862K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.66% |
$1.79K - $1.95K
|
1.99K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.38% |
$1.79K - $1.95K
|
3.45K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
11+ 0.19% |
$1.51K - $1.65K
|
5.76K
$763K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$1.51K - $1.65K
|
11
$1.46K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
11+ 0.01% |
$1.51K - $1.65K
|
125K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 12.09% |
$1.51K - $1.65K
|
102
$13.5K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.16% |
$1.51K - $1.65K
|
6.97K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10+ 0.15% |
$1.38K - $1.5K
|
6.77K
$898K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9+ 0.36% |
$1.24K - $1.35K
|
2.49K
$331K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.24K - $1.35K
|
9
$1.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.21% |
$1.1K - $1.2K
|
3.76K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.2% |
$1.1K - $1.2K
|
4.05K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8+ 0.26% |
$1.1K - $1.2K
|
3.08K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.17% |
$963 - $1.05K
|
4.12K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$963 - $1.05K
|
1.97K
$261K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.13% |
$963 - $1.05K
|
5.49K
$728K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
7+ 0.39% |
$963 - $1.05K
|
1.8K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.13% |
$826 - $898
|
4.52K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.25% |
$826 - $898
|
2.38K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.37% |
$826 - $898
|
1.64K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.31% |
$826 - $898
|
1.97K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$688 - $748
|
12K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5+ 0.01% |
$688 - $748
|
40.4K
$5.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.01% |
$550 - $599
|
31.3K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$413 - $449
|
1.71K
$227K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.19% |
$275 - $299
|
1.03K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$275 - $299
|
1.03K
$136K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.01% |
$275 - $299
|
201
$26.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.09% |
$275 - $299
|
2.13K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$275 - $299
|
3.25K
$431K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.05% |
$275 - $299
|
4.17K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.09% |
$275 - $299
|
2.15K
$285K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$275 - $299
|
815
$108K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.09% |
$138 - $150
|
1.11K
$147K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$138 - $150
|
248
$32.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.02% |
$138 - $150
|
4.08K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.7% |
$138 - $150
|
144
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.06% |
$138 - $150
|
1.62K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.88% |
$138 - $150
|
114
$15.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$138 - $150
|
3.04K
$403K
|