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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.51K+ 22.35% |
$483K - $525K
|
19.2K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.5KNew |
$482K - $524K
|
3.5K
$465K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.49K+ 12.31% |
$480K - $522K
|
31.8K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.48K+ 3.46% |
$479K - $521K
|
104K
$13.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.46K+ 15.14% |
$476K - $518K
|
26.3K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.45K+ 79.66% |
$475K - $517K
|
7.78K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.45K+ 114.41% |
$474K - $516K
|
6.46K
$856K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3.44K+ 3.26% |
$474K - $515K
|
109K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.43K+ 5.19% |
$473K - $514K
|
69.6K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.43K+ 7.58% |
$472K - $513K
|
48.7K
$6.45M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.42K+ 2.49% |
$471K - $512K
|
141K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.4KNew |
$467K - $508K
|
3.4K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.38K+ 5.57% |
$464K - $505K
|
64K
$8.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.31K+ 9.66% |
$455K - $495K
|
37.5K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.29KNew |
$452K - $492K
|
3.29K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.28K+ 2.2% |
$451K - $491K
|
152K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.23K+ 12.77% |
$444K - $483K
|
28.5K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.14K+ 29.44% |
$432K - $470K
|
13.8K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.13KNew |
$430K - $468K
|
3.13K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.12K+ 22.52% |
$429K - $467K
|
17K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.11K+ 404.95% |
$428K - $466K
|
3.88K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$424K - $461K
|
3.08K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3.07K+ 1.91% |
$422K - $459K
|
163K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.06K+ 125.15% |
$421K - $458K
|
5.51K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.03K+ 4.88% |
$417K - $454K
|
65.2K
$8.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.02KNew |
$416K - $452K
|
3.02K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.02KNew |
$415K - $452K
|
3.02K
$400K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.99K+ 140.22% |
$411K - $447K
|
5.12K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.97K+ 3.99% |
$409K - $445K
|
77.5K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.96K+ 61.9% |
$408K - $444K
|
7.75K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.94KNew |
$405K - $440K
|
2.94K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.91K+ 49.28% |
$400K - $435K
|
8.8K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.84KNew |
$391K - $426K
|
2.84K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.83K+ 0.87% |
$390K - $424K
|
329K
$43.6M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.83KNew |
$390K - $424K
|
2.83K
$376K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.81KNew |
$386K - $420K
|
2.81K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.8KNew |
$385K - $419K
|
2.8K
$371K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
2.79KNew |
$384K - $417K
|
2.79K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.76K+ 0.09% |
$379K - $413K
|
2.91M
$386M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 10.14% |
$377K - $410K
|
29.7K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.72KNew |
$374K - $407K
|
2.72K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 11.77% |
$370K - $402K
|
25.5K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.66K+ 13.2% |
$366K - $398K
|
22.8K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.65KNew |
$364K - $396K
|
2.65K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 16.48% |
$355K - $386K
|
18.2K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.55KNew |
$350K - $381K
|
2.55K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.48KNew |
$342K - $372K
|
2.48K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.41K+ 9.92% |
$331K - $360K
|
26.7K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 39.96% |
$327K - $355K
|
8.31K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.36K+ 16.45% |
$324K - $353K
|
16.7K
$2.21M
|