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 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-197- 0.9% |
$27.1K - $29.5K
|
21.7K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-197- 5.47% |
$27.1K - $29.5K
|
3.4K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-198- 9.35% |
$27.2K - $29.6K
|
1.92K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-200- 2.0% |
$27.5K - $29.9K
|
9.78K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 11.61% |
$27.5K - $29.9K
|
1.52K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-200- 4.31% |
$27.5K - $29.9K
|
4.44K
$589K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-202- 3.33% |
$27.8K - $30.2K
|
5.86K
$778K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-206- 9.52% |
$28.3K - $30.8K
|
1.96K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-206- 35.27% |
$28.3K - $30.8K
|
378
$50.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-210- 0.21% |
$28.9K - $31.4K
|
100K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-210- 2.26% |
$28.9K - $31.4K
|
9.07K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-216- 0.56% |
$29.7K - $32.3K
|
38.5K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-218- 0.53% |
$30K - $32.6K
|
40.9K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-218- 2.75% |
$30K - $32.6K
|
7.71K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-219- 10.53% |
$30.1K - $32.8K
|
1.86K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-220- 3.43% |
$30.3K - $32.9K
|
6.2K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-226- 8.62% |
$31.1K - $33.8K
|
2.4K
$318K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-230- 24.7% |
$31.7K - $34.4K
|
701
$93K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-232- 2.75% |
$31.9K - $34.7K
|
8.19K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-246- 10.83% |
$33.9K - $36.8K
|
2.03K
$269K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-250- 3.25% |
$34.4K - $37.4K
|
7.44K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-250- 6.32% |
$34.4K - $37.4K
|
3.71K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-251- 11.48% |
$34.5K - $37.6K
|
1.94K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-254- 7.15% |
$35K - $38K
|
3.3K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-259- 3.64% |
$35.6K - $38.8K
|
6.86K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-260- 8.62% |
$35.8K - $38.9K
|
2.76K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-264- 5.15% |
$36.3K - $39.5K
|
4.86K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-267- 1.95% |
$36.7K - $40K
|
13.4K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 3.05% |
$37K - $40.3K
|
8.55K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-269- 6.11% |
$37K - $40.3K
|
4.13K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-270- 14.93% |
$37.2K - $40.4K
|
1.54K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-271- 1.94% |
$37.3K - $40.6K
|
13.7K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-271- 8.25% |
$37.3K - $40.6K
|
3.01K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-271- 76.99% |
$37.3K - $40.6K
|
81
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-273- 4.8% |
$37.6K - $40.9K
|
5.42K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-273- 15.66% |
$37.6K - $40.9K
|
1.47K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-280- 8.32% |
$38.5K - $41.9K
|
3.09K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-285- 11.88% |
$39.2K - $42.7K
|
2.12K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-287- 2.7% |
$39.5K - $43K
|
10.3K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-288- 6.88% |
$39.6K - $43.1K
|
3.9K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-290- 2.86% |
$39.9K - $43.4K
|
9.84K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 4.38% |
$40.3K - $43.9K
|
6.39K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-299- 1.09% |
$41.1K - $44.8K
|
27.2K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-300- 50.0% |
$41.3K - $44.9K
|
300
$39.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 39.58% |
$41.3K - $44.9K
|
458
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-300- 7.07% |
$41.3K - $44.9K
|
3.94K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-309- 7.67% |
$42.5K - $46.3K
|
3.72K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-313- 4.7% |
$43.1K - $46.8K
|
6.35K
$842K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-319- 17.08% |
$43.9K - $47.7K
|
1.55K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-322- 4.9% |
$44.3K - $48.2K
|
6.25K
$828K
|