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 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-114- 30.89% |
$15.7K - $17.1K
|
255
$33.8K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-115- 4.5% |
$15.8K - $17.2K
|
2.44K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-115- 2.47% |
$15.8K - $17.2K
|
4.54K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-116- 8.39% |
$16K - $17.4K
|
1.27K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-116- 7.45% |
$16K - $17.4K
|
1.44K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-121- 1.09% |
$16.7K - $18.1K
|
11K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-124- 3.79% |
$17.1K - $18.6K
|
3.15K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-124- 6.18% |
$17.1K - $18.6K
|
1.88K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-124- 0.3% |
$17.1K - $18.6K
|
41.6K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-125- 3.23% |
$17.2K - $18.7K
|
3.74K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-125- 5.46% |
$17.2K - $18.7K
|
2.16K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-127- 0.91% |
$17.5K - $19K
|
13.8K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-130- 5.99% |
$17.9K - $19.5K
|
2.04K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-131- 4.53% |
$18K - $19.6K
|
2.76K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-133- 3.24% |
$18.3K - $19.9K
|
3.97K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-135- 13.51% |
$18.6K - $20.2K
|
864
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-135- 0.72% |
$18.6K - $20.2K
|
18.5K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-135- 1.08% |
$18.6K - $20.2K
|
12.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-138- 26.9% |
$19K - $20.7K
|
375
$49.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-143- 8.4% |
$19.7K - $21.4K
|
1.56K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-145- 3.26% |
$20K - $21.7K
|
4.3K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-146- 0.69% |
$20.1K - $21.9K
|
20.9K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-149- 6.84% |
$20.5K - $22.3K
|
2.03K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-149- 4.88% |
$20.5K - $22.3K
|
2.9K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 0.84% |
$20.6K - $22.5K
|
17.7K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 2.72% |
$20.6K - $22.5K
|
5.36K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-150- 1.12% |
$20.6K - $22.5K
|
13.2K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-151- 3.56% |
$20.8K - $22.6K
|
4.09K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-160- 2.2% |
$22K - $23.9K
|
7.1K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-162- 1.08% |
$22.3K - $24.2K
|
14.8K
$1.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-164- 3.14% |
$22.6K - $24.5K
|
5.06K
$671K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-165- 7.43% |
$22.7K - $24.7K
|
2.06K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-165- 3.75% |
$22.7K - $24.7K
|
4.24K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-166- 4.0% |
$22.8K - $24.8K
|
3.98K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-167- 2.76% |
$23K - $25K
|
5.89K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-170- 7.66% |
$23.4K - $25.4K
|
2.05K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-170- 8.72% |
$23.4K - $25.4K
|
1.78K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-170- 2.03% |
$23.4K - $25.4K
|
8.22K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-175- 15.42% |
$24.1K - $26.2K
|
960
$127K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-176- 0.24% |
$24.2K - $26.3K
|
72.5K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-177- 2.5% |
$24.4K - $26.5K
|
6.91K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-180- 2.84% |
$24.8K - $26.9K
|
6.16K
$817K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-185- 2.57% |
$25.5K - $27.7K
|
7.03K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-185- 24.67% |
$25.5K - $27.7K
|
565
$74.9K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-186- 9.82% |
$25.6K - $27.8K
|
1.71K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-187- 2.57% |
$25.7K - $28K
|
7.09K
$941K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-187- 7.2% |
$25.7K - $28K
|
2.41K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-192- 4.56% |
$26.4K - $28.7K
|
4.02K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-192- 6.4% |
$26.4K - $28.7K
|
2.81K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 7.17% |
$26.8K - $29.2K
|
2.53K
$335K
|