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 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.2KNew |
$716K - $778K
|
5.2K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.2KNew |
$715K - $778K
|
5.2K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.18K+ 75.62% |
$713K - $775K
|
12K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.15K+ 7.61% |
$709K - $771K
|
72.8K
$9.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.05K+ 14.31% |
$695K - $756K
|
40.3K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.05K+ 35.42% |
$695K - $756K
|
19.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.01K+ 6.96% |
$689K - $749K
|
77K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.96KNew |
$683K - $743K
|
4.96K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.93K+ 2181.42% |
$678K - $738K
|
5.16K
$684K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.9K+ 16.65% |
$674K - $733K
|
34.3K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
4.88KNew |
$671K - $730K
|
4.88K
$647K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.8K+ 22.31% |
$660K - $718K
|
26.3K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.76K+ 98.49% |
$656K - $713K
|
9.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
4.74K+ 6.45% |
$653K - $710K
|
78.2K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63K+ 37.74% |
$637K - $693K
|
16.9K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
4.62KNew |
$636K - $692K
|
4.62K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.61K+ 309.4% |
$634K - $690K
|
6.1K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
4.61K+ 9.88% |
$634K - $689K
|
51.2K
$6.79M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4.54K+ 18.14% |
$625K - $680K
|
29.6K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 5.95% |
$613K - $667K
|
79.3K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.42K+ 10.65% |
$608K - $661K
|
45.9K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.42K+ 4.75% |
$608K - $661K
|
97.4K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.39K+ 18.0% |
$604K - $656K
|
28.8K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
4.35KNew |
$599K - $652K
|
4.35K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.32K+ 29.33% |
$594K - $646K
|
19K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.31K+ 5.48% |
$594K - $646K
|
83.1K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 3.59% |
$591K - $643K
|
124K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.2K+ 37.36% |
$577K - $628K
|
15.4K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.15K+ 71.63% |
$571K - $621K
|
9.94K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.14K+ 9.99% |
$570K - $620K
|
45.6K
$6.04M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.12K+ 117.26% |
$567K - $616K
|
7.63K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.07K+ 16.65% |
$559K - $608K
|
28.5K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.02K+ 7.27% |
$553K - $602K
|
59.4K
$7.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.01KNew |
$551K - $600K
|
4.01K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.95K+ 4.61% |
$544K - $592K
|
89.7K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.95K+ 99.77% |
$544K - $592K
|
7.91K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.93K+ 259.72% |
$540K - $588K
|
5.44K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.88K+ 9.67% |
$534K - $581K
|
44K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.87KNew |
$532K - $579K
|
3.87K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.76K+ 20.81% |
$517K - $563K
|
21.8K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.76KNew |
$517K - $562K
|
3.76K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.74K+ 25.74% |
$515K - $560K
|
18.3K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.72K+ 10.59% |
$512K - $557K
|
38.9K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.72K+ 10.17% |
$512K - $557K
|
40.3K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.69K+ 10.26% |
$508K - $553K
|
39.7K
$5.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$497K - $541K
|
3.62K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
3.61K+ 50.56% |
$496K - $540K
|
10.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.61KNew |
$496K - $540K
|
3.61K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.57K+ 180.27% |
$492K - $535K
|
5.56K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.53K+ 17.76% |
$486K - $529K
|
23.4K
$3.11M
|