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 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18- 5.33% |
$2.48K - $2.69K
|
320
$42.4K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-19- 26.76% |
$2.61K - $2.84K
|
52
$6.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-20- 5.33% |
$2.75K - $2.99K
|
355
$47.1K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-20- 0.22% |
$2.75K - $2.99K
|
8.95K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-20- 1.33% |
$2.75K - $2.99K
|
1.49K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-20- 1.07% |
$2.75K - $2.99K
|
1.84K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 26.92% |
$2.89K - $3.14K
|
57
$7.56K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-23- 1.48% |
$3.17K - $3.44K
|
1.53K
$203K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24- 1.3% |
$3.3K - $3.59K
|
1.82K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25- 0.54% |
$3.44K - $3.74K
|
4.62K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.12% |
$3.44K - $3.74K
|
21.4K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-25- 1.22% |
$3.44K - $3.74K
|
2.03K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 1.67% |
$3.58K - $3.89K
|
1.54K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-27- 1.04% |
$3.72K - $4.04K
|
2.57K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-27- 0.72% |
$3.72K - $4.04K
|
3.72K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28- 1.72% |
$3.85K - $4.19K
|
1.6K
$212K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-28Closed |
$3.85K - $4.19K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.72% |
$3.99K - $4.34K
|
3.97K
$527K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-30- 0.7% |
$4.13K - $4.49K
|
4.23K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.62% |
$4.27K - $4.64K
|
4.99K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 2.48% |
$4.4K - $4.79K
|
1.26K
$167K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 1.82% |
$4.54K - $4.94K
|
1.78K
$236K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 22.82% |
$4.68K - $5.09K
|
115
$15.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-34- 2.18% |
$4.68K - $5.09K
|
1.53K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-34- 1.42% |
$4.68K - $5.09K
|
2.36K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-35- 1.18% |
$4.82K - $5.24K
|
2.93K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 7.81% |
$4.82K - $5.24K
|
413
$54.8K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-35- 1.06% |
$4.82K - $5.24K
|
3.27K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-36- 39.13% |
$4.95K - $5.39K
|
56
$7.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-37- 1.03% |
$5.09K - $5.54K
|
3.56K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-38- 4.26% |
$5.23K - $5.69K
|
853
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.42% |
$5.23K - $5.69K
|
8.95K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 6.18% |
$5.37K - $5.84K
|
592
$78.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 43.96% |
$5.5K - $5.99K
|
51
$6.76K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.87% |
$5.5K - $5.99K
|
4.57K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 1.3% |
$5.78K - $6.29K
|
3.2K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 0.96% |
$6.19K - $6.74K
|
4.63K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-45- 1.25% |
$6.19K - $6.74K
|
3.57K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-46- 10.85% |
$6.33K - $6.89K
|
378
$50.1K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-46- 2.04% |
$6.33K - $6.89K
|
2.21K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-46- 1.11% |
$6.33K - $6.89K
|
4.1K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-47- 0.79% |
$6.47K - $7.03K
|
5.91K
$783K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-48- 0.13% |
$6.61K - $7.18K
|
36.3K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-49- 1.91% |
$6.74K - $7.33K
|
2.52K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-50- 0.5% |
$6.88K - $7.48K
|
9.98K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-50- 16.67% |
$6.88K - $7.48K
|
250
$33.2K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-51- 1.51% |
$7.02K - $7.63K
|
3.32K
$440K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-53- 0.07% |
$7.29K - $7.93K
|
71.5K
$9.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-54- 3.38% |
$7.43K - $8.08K
|
1.55K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-55- 1.75% |
$7.57K - $8.23K
|
3.09K
$410K
|