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 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-522- 4.6% |
$71.8K - $78.1K
|
10.8K
$1.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-530- 1.89% |
$72.9K - $79.3K
|
27.5K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-535- 2.14% |
$73.6K - $80.1K
|
24.5K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-541- 6.43% |
$74.4K - $81K
|
7.87K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-544- 8.11% |
$74.9K - $81.4K
|
6.16K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-547- 2.6% |
$75.3K - $81.9K
|
20.5K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-558- 2.02% |
$76.8K - $83.5K
|
27.1K
$3.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-571- 10.58% |
$78.6K - $85.5K
|
4.83K
$640K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-573- 3.9% |
$78.9K - $85.8K
|
14.1K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-574- 2.03% |
$79K - $85.9K
|
27.7K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-583- 7.43% |
$80.2K - $87.3K
|
7.27K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-589- 26.96% |
$81.1K - $88.2K
|
1.6K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-590- 5.48% |
$81.2K - $88.3K
|
10.2K
$1.35M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-593- 17.32% |
$81.6K - $88.8K
|
2.83K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-596- 4.21% |
$82K - $89.2K
|
13.5K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-598- 13.27% |
$82.3K - $89.5K
|
3.91K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-600- 27.27% |
$82.6K - $89.8K
|
1.6K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-600- 19.52% |
$82.6K - $89.8K
|
2.47K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-611- 6.44% |
$84.1K - $91.5K
|
8.87K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-617- 14.65% |
$84.9K - $92.4K
|
3.6K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-623- 7.26% |
$85.7K - $93.3K
|
7.96K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-626- 2.84% |
$86.1K - $93.7K
|
21.4K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-627- 9.25% |
$86.3K - $93.8K
|
6.15K
$815K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-631- 2.77% |
$86.8K - $94.4K
|
22.2K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-631- 3.22% |
$86.8K - $94.4K
|
19K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-639- 1.84% |
$87.9K - $95.6K
|
34K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-643- 10.29% |
$88.5K - $96.2K
|
5.6K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-644- 25.53% |
$88.6K - $96.4K
|
1.88K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-646- 7.86% |
$88.9K - $96.7K
|
7.57K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-649- 10.61% |
$89.3K - $97.1K
|
5.47K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-650- 3.91% |
$89.4K - $97.3K
|
16K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-653- 3.51% |
$89.9K - $97.7K
|
18K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-657- 5.32% |
$90.4K - $98.3K
|
11.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-658- 1.65% |
$90.5K - $98.5K
|
39.3K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-659- 3.39% |
$90.7K - $98.6K
|
18.8K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-669- 14.29% |
$92.1K - $100K
|
4.01K
$532K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-674- 1.6% |
$92.7K - $101K
|
41.5K
$5.51M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-674- 13.81% |
$92.7K - $101K
|
4.21K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-677- 6.14% |
$93.2K - $101K
|
10.4K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-683- 15.14% |
$94K - $102K
|
3.83K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-692- 12.55% |
$95.2K - $104K
|
4.82K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-702- 10.79% |
$96.6K - $105K
|
5.8K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-704- 6.75% |
$96.9K - $105K
|
9.72K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-711- 0.64% |
$97.8K - $106K
|
110K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-712- 6.74% |
$98K - $107K
|
9.86K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-713- 26.07% |
$98.1K - $107K
|
2.02K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-728- 1.6% |
$100K - $109K
|
44.8K
$5.94M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-738- 27.09% |
$102K - $110K
|
1.99K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-739- 4.34% |
$102K - $111K
|
16.3K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-741- 5.79% |
$102K - $111K
|
12.1K
$1.6M
|