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 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.8K- 90.02% |
$1.9M - $2.07M
|
1.53K
$203K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.9K- 57.31% |
$1.92M - $2.09M
|
10.4K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14.8K- 10.73% |
$2.04M - $2.22M
|
123K
$16.4M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-15K- 23.52% |
$2.07M - $2.25M
|
48.9K
$6.49M
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-15.1K- 88.31% |
$2.08M - $2.26M
|
2K
$265K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 5.46% |
$2.12M - $2.3M
|
267K
$35.4M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-15.8K- 41.88% |
$2.18M - $2.37M
|
22K
$2.92M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16.5K- 8.27% |
$2.27M - $2.47M
|
183K
$24.3M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17K- 83.35% |
$2.34M - $2.55M
|
3.4K
$451K
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-17.5K- 33.62% |
$2.4M - $2.62M
|
34.5K
$4.58M
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-17.7K- 29.0% |
$2.44M - $2.65M
|
43.3K
$5.75M
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-17.9K- 83.4% |
$2.46M - $2.68M
|
3.56K
$472K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.2K- 3.17% |
$2.5M - $2.72M
|
555K
$73.6M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-18.6K- 67.44% |
$2.56M - $2.78M
|
8.97K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-18.8K- 24.78% |
$2.58M - $2.81M
|
57K
$7.56M
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-19.1K- 35.27% |
$2.62M - $2.85M
|
35K
$4.64M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.2K- 29.18% |
$2.65M - $2.88M
|
46.7K
$6.19M
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-19.3K- 16.02% |
$2.66M - $2.9M
|
101K
$13.5M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20K- 19.26% |
$2.75M - $2.99M
|
83.7K
$11.1M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.2K- 25.62% |
$2.78M - $3.02M
|
58.6K
$7.77M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.3K- 18.22% |
$2.79M - $3.03M
|
91K
$12.1M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.8K- 15.49% |
$2.87M - $3.12M
|
114K
$15.1M
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-21K- 84.03% |
$2.89M - $3.15M
|
4K
$530K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-21.2K- 74.85% |
$2.91M - $3.17M
|
7.12K
$944K
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-21.5K- 21.04% |
$2.95M - $3.21M
|
80.5K
$10.7M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-21.6K- 69.9% |
$2.97M - $3.23M
|
9.29K
$1.23M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-21.7K- 51.44% |
$2.99M - $3.25M
|
20.5K
$2.72M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.3K- 0.38% |
$3.07M - $3.34M
|
5.84M
$774M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-22.4K- 92.34% |
$3.08M - $3.35M
|
1.86K
$246K
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-22.7K- 22.14% |
$3.12M - $3.4M
|
79.8K
$10.6M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.2K- 4.91% |
$3.19M - $3.47M
|
449K
$59.6M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-24.1K- 16.84% |
$3.32M - $3.61M
|
119K
$15.8M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.5K- 11.36% |
$3.37M - $3.66M
|
191K
$25.3M
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-24.5K- 7.33% |
$3.38M - $3.67M
|
310K
$41.2M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25K- 13.08% |
$3.44M - $3.74M
|
166K
$22.1M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-26.8K- 37.42% |
$3.69M - $4.02M
|
44.9K
$5.95M
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-27.4K- 26.67% |
$3.77M - $4.1M
|
75.4K
$10M
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-27.8K- 73.9% |
$3.83M - $4.17M
|
9.83K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-28.9K- 76.54% |
$3.97M - $4.32M
|
8.85K
$1.17M
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-29K- 80.49% |
$3.99M - $4.34M
|
7.03K
$932K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29.9K- 21.48% |
$4.11M - $4.47M
|
109K
$14.5M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.3K- 9.34% |
$4.31M - $4.68M
|
304K
$40.3M
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-32.7K- 14.24% |
$4.5M - $4.9M
|
197K
$26.1M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-33.5K- 94.25% |
$4.6M - $5.01M
|
2.04K
$271K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35K- 4.93% |
$4.81M - $5.24M
|
674K
$89.4M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-36.3K- 58.46% |
$4.99M - $5.43M
|
25.8K
$3.42M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.3K- 20.61% |
$5M - $5.44M
|
140K
$18.6M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38.2K- 6.62% |
$5.25M - $5.71M
|
538K
$71.4M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-39.1K- 68.56% |
$5.37M - $5.85M
|
17.9K
$2.38M
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-40.2K- 61.37% |
$5.53M - $6.02M
|
25.3K
$3.36M
|