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 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.09K- 1.68% |
$150K - $163K
|
63.9K
$8.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 5.63% |
$153K - $166K
|
18.6K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.12K- 80.74% |
$154K - $167K
|
267
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.14K- 21.47% |
$157K - $171K
|
4.17K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.14K- 2.87% |
$157K - $171K
|
38.7K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 5.49% |
$158K - $171K
|
19.7K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 14.42% |
$158K - $172K
|
6.81K
$903K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 4.47% |
$159K - $173K
|
24.7K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.16K- 6.95% |
$159K - $173K
|
15.5K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 0.64% |
$164K - $178K
|
184K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 1.63% |
$165K - $180K
|
72.2K
$9.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.22K- 5.45% |
$168K - $183K
|
21.2K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.23K- 11.3% |
$169K - $183K
|
9.61K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.23K- 11.52% |
$170K - $185K
|
9.47K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 4.42% |
$170K - $185K
|
26.7K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.24K- 5.86% |
$170K - $185K
|
19.9K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.24K- 38.22% |
$170K - $185K
|
2K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.27K- 11.35% |
$174K - $189K
|
9.89K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.3K- 95.36% |
$178K - $194K
|
63
$8.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.3K- 11.16% |
$178K - $194K
|
10.3K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.3K- 49.6% |
$179K - $194K
|
1.32K
$175K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.36K- 4.67% |
$187K - $204K
|
27.8K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.37K- 18.97% |
$188K - $205K
|
5.84K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.38K- 17.01% |
$189K - $206K
|
6.71K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.38K- 9.14% |
$190K - $207K
|
13.7K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.39K- 17.73% |
$191K - $208K
|
6.44K
$854K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 3.8% |
$191K - $208K
|
35.2K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.41K- 20.29% |
$194K - $211K
|
5.53K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.42K- 7.97% |
$195K - $212K
|
16.4K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.44K- 30.0% |
$198K - $216K
|
3.36K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.45K- 0.26% |
$199K - $217K
|
560K
$74.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 2.78% |
$203K - $220K
|
51.5K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.47K- 10.95% |
$203K - $221K
|
12K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.51K- 23.43% |
$208K - $226K
|
4.94K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.52K- 23.81% |
$209K - $227K
|
4.85K
$644K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.53K- 15.07% |
$211K - $229K
|
8.63K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.57K- 28.52% |
$216K - $235K
|
3.94K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.58K- 7.91% |
$217K - $236K
|
18.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.58K- 27.93% |
$217K - $236K
|
4.07K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.59K- 4.13% |
$218K - $237K
|
36.8K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.64K- 8.96% |
$226K - $245K
|
16.7K
$2.21M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 15.13% |
$229K - $249K
|
9.32K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 11.03% |
$231K - $251K
|
13.5K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.72K- 16.94% |
$236K - $257K
|
8.42K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 9.47% |
$237K - $258K
|
16.4K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.75K- 0.87% |
$241K - $262K
|
199K
$26.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.77K- 7.44% |
$243K - $265K
|
22K
$2.92M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.78K- 25.34% |
$245K - $266K
|
5.24K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.8K- 7.15% |
$247K - $269K
|
23.3K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 3.98% |
$248K - $270K
|
43.4K
$5.76M
|