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
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-55- 2.17% |
$7.57K - $8.23K
|
2.48K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-57- 0.23% |
$7.84K - $8.53K
|
24.8K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-58- 10.39% |
$7.98K - $8.68K
|
500
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-58- 2.23% |
$7.98K - $8.68K
|
2.55K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-59- 1.32% |
$8.12K - $8.83K
|
4.41K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-60- 0.87% |
$8.26K - $8.98K
|
6.8K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 17.14% |
$8.26K - $8.98K
|
290
$38.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 36.75% |
$8.39K - $9.13K
|
105
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-62- 4.16% |
$8.53K - $9.28K
|
1.43K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-65- 0.36% |
$8.94K - $9.73K
|
18.2K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-65- 2.05% |
$8.94K - $9.73K
|
3.11K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-65- 0.52% |
$8.94K - $9.73K
|
12.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-68- 3.64% |
$9.36K - $10.2K
|
1.8K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-69- 1.52% |
$9.5K - $10.3K
|
4.47K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-69- 1.71% |
$9.5K - $10.3K
|
3.96K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-69- 2.24% |
$9.5K - $10.3K
|
3.01K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-69- 10.34% |
$9.5K - $10.3K
|
598
$79.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 1.32% |
$9.63K - $10.5K
|
5.25K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-70- 8.84% |
$9.63K - $10.5K
|
722
$95.8K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-71- 0.6% |
$9.77K - $10.6K
|
11.9K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-72- 3.56% |
$9.91K - $10.8K
|
1.95K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-72- 6.0% |
$9.91K - $10.8K
|
1.13K
$150K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-73- 3.9% |
$10K - $10.9K
|
1.8K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-80- 2.8% |
$11K - $12K
|
2.78K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-81- 2.49% |
$11.1K - $12.1K
|
3.17K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-82- 0.48% |
$11.3K - $12.3K
|
16.8K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-84- 0.32% |
$11.6K - $12.6K
|
26.3K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-84- 11.13% |
$11.6K - $12.6K
|
671
$89K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-84- 1.35% |
$11.6K - $12.6K
|
6.15K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-85- 1.27% |
$11.7K - $12.7K
|
6.63K
$879K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-86- 0.19% |
$11.8K - $12.9K
|
45.3K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-86- 38.05% |
$11.8K - $12.9K
|
140
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-86- 0.53% |
$11.8K - $12.9K
|
16.2K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-86- 3.69% |
$11.8K - $12.9K
|
2.24K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-89- 1.15% |
$12.2K - $13.3K
|
7.66K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-90- 4.31% |
$12.4K - $13.5K
|
2K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-91- 3.2% |
$12.5K - $13.6K
|
2.76K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-91- 1.01% |
$12.5K - $13.6K
|
8.96K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-94- 4.16% |
$12.9K - $14.1K
|
2.16K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-95- 1.16% |
$13.1K - $14.2K
|
8.08K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-95- 2.85% |
$13.1K - $14.2K
|
3.24K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-97- 5.87% |
$13.3K - $14.5K
|
1.56K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-99- 1.09% |
$13.6K - $14.8K
|
9K
$1.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-100- 6.78% |
$13.8K - $15K
|
1.38K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 14.41% |
$13.8K - $15K
|
594
$78.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-104- 1.05% |
$14.3K - $15.6K
|
9.78K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-105- 2.71% |
$14.4K - $15.7K
|
3.77K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-110- 8.79% |
$15.1K - $16.5K
|
1.14K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-110- 1.98% |
$15.1K - $16.5K
|
5.44K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-112- 0.56% |
$15.4K - $16.8K
|
19.7K
$2.62M
|