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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 37.12% |
$1.4M - $1.52M
|
37.6K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.81KNew |
$1.35M - $1.47M
|
9.81K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.51KNew |
$1.31M - $1.42M
|
9.51K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.3K+ 1949.06% |
$1.28M - $1.39M
|
9.77K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.28K+ 1.37% |
$1.28M - $1.39M
|
688K
$91.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.19K+ 10.73% |
$1.26M - $1.37M
|
94.8K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.73K+ 33.18% |
$1.2M - $1.31M
|
35K
$4.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
8.69K+ 28.19% |
$1.2M - $1.3M
|
39.5K
$5.24M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.53K+ 107.21% |
$1.17M - $1.28M
|
16.5K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.52KNew |
$1.17M - $1.28M
|
8.52K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
8.42K+ 10.77% |
$1.16M - $1.26M
|
86.5K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
8.4K+ 7.86% |
$1.16M - $1.26M
|
115K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.36KNew |
$1.15M - $1.25M
|
8.36K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.26KNew |
$1.14M - $1.24M
|
8.26K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.13K+ 30.5% |
$1.12M - $1.22M
|
34.8K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
8K+ 7.05% |
$1.1M - $1.2M
|
122K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.97K+ 10.82% |
$1.1M - $1.19M
|
81.6K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.95K+ 45.45% |
$1.09M - $1.19M
|
25.4K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.84KNew |
$1.08M - $1.17M
|
7.84K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.79K+ 111328.57% |
$1.07M - $1.17M
|
7.8K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.78KNew |
$1.07M - $1.16M
|
7.78K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.74KNew |
$1.07M - $1.16M
|
7.74K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.5K+ 5.75% |
$1.03M - $1.12M
|
138K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.15K+ 127.78% |
$984K - $1.07M
|
12.7K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.14K+ 24.2% |
$983K - $1.07M
|
36.7K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.14K+ 124.72% |
$983K - $1.07M
|
12.9K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.07K+ 54.42% |
$973K - $1.06M
|
20.1K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
7.02KNew |
$966K - $1.05M
|
7.02K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
6.9K+ 19.17% |
$949K - $1.03M
|
42.9K
$5.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.63K+ 12.0% |
$912K - $992K
|
61.9K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.5K+ 64.95% |
$894K - $973K
|
16.5K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.5K+ 26.12% |
$894K - $973K
|
31.4K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.46KNew |
$889K - $967K
|
6.46K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.46K+ 171.8% |
$889K - $967K
|
10.2K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.45K+ 97.36% |
$888K - $965K
|
13.1K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.36K+ 80.66% |
$875K - $952K
|
14.2K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 17.35% |
$865K - $941K
|
42.5K
$5.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.14KNew |
$845K - $919K
|
6.14K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.05K+ 42.56% |
$832K - $905K
|
20.3K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.92K+ 20.04% |
$814K - $886K
|
35.5K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.83K+ 8.14% |
$802K - $873K
|
77.4K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.77K+ 73.36% |
$794K - $864K
|
13.6K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.71K+ 77.13% |
$786K - $855K
|
13.1K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.64K+ 11.1% |
$776K - $844K
|
56.4K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
5.51KNew |
$758K - $824K
|
5.51K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
5.5KNew |
$757K - $823K
|
5.5K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.43K+ 74.39% |
$748K - $813K
|
12.7K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
5.43KNew |
$747K - $813K
|
5.43K
$720K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.4K+ 6.08% |
$743K - $808K
|
94.2K
$12.5M
|