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 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
21.2K+ 296.94% |
$2.92M - $3.17M
|
28.3K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21.1KNew |
$2.9M - $3.15M
|
21.1K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.6K+ 20.54% |
$2.83M - $3.08M
|
121K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 0.34% |
$2.8M - $3.05M
|
6.04M
$801M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
20.2K+ 698.24% |
$2.78M - $3.03M
|
23.1K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
19K+ 633.33% |
$2.61M - $2.84M
|
22K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.9K+ 20.19% |
$2.61M - $2.83M
|
113K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.8K+ 0.55% |
$2.59M - $2.81M
|
3.45M
$458M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.1K+ 19.92% |
$2.49M - $2.71M
|
109K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
17.7KNew |
$2.43M - $2.65M
|
17.7K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17.6K+ 5.48% |
$2.42M - $2.63M
|
338K
$44.9M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17.5K+ 18.08% |
$2.4M - $2.61M
|
114K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.3KNew |
$2.38M - $2.59M
|
17.3K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
17K+ 3.35% |
$2.34M - $2.54M
|
523K
$69.4M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.8KNew |
$2.31M - $2.51M
|
16.8K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.7K+ 44.0% |
$2.3M - $2.5M
|
54.7K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.7K+ 5.27% |
$2.3M - $2.5M
|
334K
$44.3M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.4KNew |
$2.26M - $2.45M
|
16.4K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
16.2K+ 651.87% |
$2.23M - $2.42M
|
18.7K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 12.27% |
$2.22M - $2.41M
|
148K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15.8K+ 408.46% |
$2.18M - $2.37M
|
19.7K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
14.3KNew |
$1.97M - $2.14M
|
14.3K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.2K+ 682.42% |
$1.96M - $2.13M
|
16.3K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$1.93M - $2.1M
|
14K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6KNew |
$1.87M - $2.04M
|
13.6K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$1.85M - $2.01M
|
13.4K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.2K+ 21.16% |
$1.81M - $1.97M
|
75.4K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.9KNew |
$1.78M - $1.93M
|
12.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.8K+ 25.75% |
$1.76M - $1.92M
|
62.5K
$8.3M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.8K+ 257.58% |
$1.76M - $1.91M
|
17.7K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.6K+ 16.43% |
$1.73M - $1.88M
|
89.3K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
12.5K+ 113.38% |
$1.72M - $1.87M
|
23.5K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 61.39% |
$1.7M - $1.84M
|
32.4K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
11.7K+ 37.19% |
$1.61M - $1.75M
|
43.1K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.6K+ 12.6% |
$1.6M - $1.74M
|
104K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
11.5K+ 206.2% |
$1.59M - $1.73M
|
17.1K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 23.41% |
$1.57M - $1.71M
|
60.3K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3K+ 21.09% |
$1.56M - $1.69M
|
65K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.53M - $1.66M
|
11.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 15.42% |
$1.52M - $1.65M
|
82.6K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 128.46% |
$1.52M - $1.65M
|
19.6K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9K+ 931.71% |
$1.5M - $1.63M
|
12.1K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.8KNew |
$1.49M - $1.62M
|
10.8K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.7KNew |
$1.47M - $1.6M
|
10.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.6KNew |
$1.46M - $1.59M
|
10.6K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.4KNew |
$1.43M - $1.56M
|
10.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 713.2% |
$1.43M - $1.55M
|
11.8K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.3K+ 136.1% |
$1.42M - $1.55M
|
17.9K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 64.96% |
$1.41M - $1.53M
|
26K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 62.46% |
$1.4M - $1.53M
|
26.5K
$3.52M
|