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 13, 2025
Q1 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
68.6K+ 62.43% |
$9.44M - $10.3M
|
178K
$23.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
67K+ 4034.74% |
$9.22M - $10M
|
68.7K
$9.11M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
65.8K+ 88.03% |
$9.05M - $9.84M
|
140K
$18.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.2K+ 83.59% |
$8.43M - $9.17M
|
135K
$17.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
59.6K+ 125.09% |
$8.2M - $8.92M
|
107K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56.9K+ 154.28% |
$7.82M - $8.51M
|
93.7K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.7K+ 155.23% |
$7.81M - $8.49M
|
93.3K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
56.5K+ 2.1% |
$7.78M - $8.46M
|
2.75M
$365M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
56.3KNew |
$7.75M - $8.43M
|
56.3K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
56.3KNew |
$7.75M - $8.43M
|
56.3K
$7.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
55.3K+ 1025.38% |
$7.61M - $8.27M
|
60.7K
$8.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.3KNew |
$7.6M - $8.27M
|
55.3K
$7.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
53.2K+ 9.47% |
$7.32M - $7.96M
|
614K
$81.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
50KNew |
$6.88M - $7.49M
|
50K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.4KNew |
$6.66M - $7.24M
|
48.4K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46.3K+ 58.03% |
$6.37M - $6.92M
|
126K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44.5K+ 41.35% |
$6.12M - $6.66M
|
152K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
43.6K+ 35152.42% |
$6M - $6.52M
|
43.7K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
43.6K+ 127.09% |
$5.99M - $6.52M
|
77.8K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40.6K+ 15.24% |
$5.58M - $6.07M
|
307K
$40.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.4K+ 11.79% |
$5.56M - $6.04M
|
383K
$50.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
39.9K+ 68.56% |
$5.49M - $5.97M
|
98K
$13M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
39.3KNew |
$5.41M - $5.88M
|
39.3K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
39.1KNew |
$5.38M - $5.85M
|
39.1K
$5.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37K+ 31.22% |
$5.09M - $5.54M
|
156K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
35.1KNew |
$4.82M - $5.25M
|
35.1K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$4.82M - $5.24M
|
35K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
34.8KNew |
$4.79M - $5.21M
|
34.8K
$4.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34.4K+ 11275.08% |
$4.73M - $5.15M
|
34.7K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Srb Corp
Boston, MA |
BUY
|
- |
34.2K+ 139.84% |
$4.7M - $5.11M
|
58.6K
$7.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
33.3KNew |
$4.59M - $4.99M
|
33.3K
$4.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 1.04% |
$4.41M - $4.8M
|
3.13M
$415M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.7K+ 27.22% |
$4.36M - $4.75M
|
148K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30.8K+ 183.98% |
$4.23M - $4.6M
|
47.5K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
29.8K+ 22.23% |
$4.1M - $4.46M
|
164K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
29.7K+ 752.23% |
$4.09M - $4.45M
|
33.7K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
27.5KNew |
$3.78M - $4.11M
|
27.5K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
27.4KNew |
$3.77M - $4.1M
|
27.4K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27K+ 35.08% |
$3.72M - $4.04M
|
104K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.4KNew |
$3.63M - $3.95M
|
26.4K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.3K+ 5.69% |
$3.61M - $3.93M
|
488K
$64.7M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
25.8K+ 2.84% |
$3.55M - $3.86M
|
934K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
25.6K+ 315.93% |
$3.52M - $3.83M
|
33.6K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 380.05% |
$3.48M - $3.78M
|
31.9K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.2K+ 69.44% |
$3.46M - $3.77M
|
61.4K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
24.5KNew |
$3.37M - $3.67M
|
24.5K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.8K+ 60.84% |
$3.28M - $3.57M
|
63K
$8.35M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
22.1K+ 353.61% |
$3.05M - $3.31M
|
28.4K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22KNew |
$3.03M - $3.3M
|
22K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
21.4K+ 7.79% |
$2.94M - $3.2M
|
296K
$39.3M
|