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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-741- 4.42% |
$102K - $111K
|
16K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-744- 5.27% |
$102K - $111K
|
13.4K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-748- 3.58% |
$103K - $112K
|
20.2K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-753- 12.92% |
$104K - $113K
|
5.07K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-756- 11.75% |
$104K - $113K
|
5.68K
$753K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-756- 10.86% |
$104K - $113K
|
6.21K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-759- 5.33% |
$104K - $114K
|
13.5K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-764- 10.08% |
$105K - $114K
|
6.82K
$904K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-766- 26.22% |
$105K - $115K
|
2.16K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-767- 19.74% |
$106K - $115K
|
3.12K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-767- 4.08% |
$106K - $115K
|
18K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-770- 82.44% |
$106K - $115K
|
164
$21.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-772- 21.65% |
$106K - $116K
|
2.79K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-774- 14.99% |
$107K - $116K
|
4.39K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-775- 84.15% |
$107K - $116K
|
146
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-800- 8.41% |
$110K - $120K
|
8.72K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-802- 4.02% |
$110K - $120K
|
19.2K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-824- 15.09% |
$113K - $123K
|
4.64K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-829- 1.61% |
$114K - $124K
|
50.6K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-829- 1.51% |
$114K - $124K
|
54.2K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-835- 0.6% |
$115K - $125K
|
138K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-835- 26.94% |
$115K - $125K
|
2.26K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-839- 14.98% |
$115K - $126K
|
4.76K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-839- 1.3% |
$115K - $126K
|
63.6K
$8.44M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-844- 4.34% |
$116K - $126K
|
18.6K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-852- 2.96% |
$117K - $128K
|
27.9K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-856- 24.05% |
$118K - $128K
|
2.7K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-863- 90.08% |
$119K - $129K
|
95
$12.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-864- 26.33% |
$119K - $129K
|
2.42K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-887- 5.46% |
$122K - $133K
|
15.4K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-899- 22.88% |
$124K - $135K
|
3.03K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-902- 1.95% |
$124K - $135K
|
45.2K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-909- 13.51% |
$125K - $136K
|
5.82K
$772K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-913- 35.72% |
$126K - $137K
|
1.64K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-919- 11.14% |
$126K - $138K
|
7.33K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-921- 14.08% |
$127K - $138K
|
5.62K
$745K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-928- 1.63% |
$128K - $139K
|
56K
$7.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-984- 8.5% |
$135K - $147K
|
10.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-984- 24.91% |
$135K - $147K
|
2.97K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-985- 39.99% |
$136K - $147K
|
1.48K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 26.66% |
$138K - $150K
|
2.75K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.01K- 61.49% |
$139K - $151K
|
632
$83.8K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 30.04% |
$141K - $153K
|
2.38K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.03K- 3.47% |
$141K - $154K
|
28.6K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.04K- 2.63% |
$143K - $156K
|
38.4K
$5.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.05K- 8.53% |
$144K - $157K
|
11.3K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.06K- 8.75% |
$145K - $158K
|
11K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.06K- 97.25% |
$146K - $159K
|
30
$3.98K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.07K- 0.74% |
$147K - $160K
|
144K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.08K- 24.58% |
$148K - $161K
|
3.3K
$438K
|