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 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.98K- 2.06% |
$410K - $446K
|
142K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-3.02K- 38.75% |
$415K - $452K
|
4.77K
$633K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.06K- 35.96% |
$422K - $459K
|
5.46K
$724K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.08K- 12.31% |
$424K - $461K
|
22K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.1K- 5.07% |
$426K - $464K
|
58K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.15K- 38.55% |
$434K - $472K
|
5.03K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.18K- 16.39% |
$437K - $476K
|
16.2K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.25K- 81.22% |
$448K - $487K
|
752
$99.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.26K- 9.91% |
$449K - $488K
|
29.7K
$3.93M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.3K- 13.29% |
$454K - $494K
|
21.5K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 15.07% |
$458K - $499K
|
18.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.43K- 40.91% |
$472K - $513K
|
4.95K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.46K- 16.77% |
$477K - $518K
|
17.2K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.48K- 6.64% |
$478K - $520K
|
48.9K
$6.48M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 3.41% |
$480K - $522K
|
98.8K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.5K- 48.56% |
$482K - $524K
|
3.71K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.55K- 11.52% |
$488K - $531K
|
27.2K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.66K- 30.77% |
$504K - $548K
|
8.24K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.7K- 2.45% |
$509K - $554K
|
147K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.71K- 17.84% |
$510K - $555K
|
17.1K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.73K- 25.09% |
$514K - $559K
|
11.1K
$1.48M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.75K- 19.91% |
$516K - $561K
|
15.1K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 14.93% |
$518K - $563K
|
21.4K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-3.78K- 16.76% |
$519K - $565K
|
18.7K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.78K- 12.16% |
$520K - $565K
|
27.3K
$3.62M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.87K- 11.85% |
$532K - $579K
|
28.8K
$3.81M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-4.02K- 5.63% |
$553K - $602K
|
67.3K
$8.93M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.17K- 8.36% |
$574K - $625K
|
45.7K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.33K- 58.5% |
$596K - $649K
|
3.07K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.52K- 12.81% |
$621K - $676K
|
30.7K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.63K- 47.23% |
$636K - $692K
|
5.17K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.67K- 28.16% |
$642K - $699K
|
11.9K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.69K- 26.05% |
$645K - $702K
|
13.3K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.7K- 15.36% |
$647K - $704K
|
25.9K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.79K- 30.85% |
$660K - $717K
|
10.7K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.79K- 4.5% |
$660K - $718K
|
102K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.89K- 7.14% |
$673K - $732K
|
63.6K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5K- 25.0% |
$688K - $748K
|
15K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5.02K- 7.06% |
$691K - $752K
|
66.1K
$8.77M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.05K- 97.85% |
$695K - $756K
|
111
$14.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.07K- 15.04% |
$698K - $759K
|
28.7K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.09K- 5.93% |
$701K - $762K
|
80.8K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.1K- 7.45% |
$701K - $763K
|
63.3K
$8.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 58.81% |
$754K - $820K
|
3.84K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.54K- 10.13% |
$762K - $829K
|
49.2K
$6.52M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.77K- 5.75% |
$794K - $864K
|
94.7K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.82K- 61.07% |
$801K - $871K
|
3.71K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 9.49% |
$810K - $881K
|
56.1K
$7.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.91K- 79.71% |
$813K - $884K
|
1.5K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-6.01K- 19.35% |
$827K - $900K
|
25K
$3.32M
|