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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 1.39% |
$231K - $252K
|
123K
$16.3M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.68K+ 77.87% |
$231K - $251K
|
3.83K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.67K+ 9.72% |
$230K - $250K
|
18.8K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.66K+ 1.26% |
$229K - $249K
|
134K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.66K+ 47.92% |
$228K - $248K
|
5.12K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.66K+ 6.32% |
$228K - $248K
|
27.9K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.64KNew |
$225K - $245K
|
1.64K
$217K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.63K+ 34.14% |
$224K - $243K
|
6.39K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.62K+ 4.91% |
$223K - $243K
|
34.7K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.61KNew |
$222K - $241K
|
1.61K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.6KNew |
$220K - $239K
|
1.6K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.59KNew |
$219K - $238K
|
1.59K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.57K+ 102.34% |
$216K - $235K
|
3.11K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.56KNew |
$215K - $234K
|
1.56K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.55KNew |
$213K - $232K
|
1.55K
$206K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.55K+ 5.83% |
$213K - $232K
|
28.1K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.53KNew |
$211K - $230K
|
1.53K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.53K+ 13.71% |
$210K - $229K
|
12.7K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.52KNew |
$209K - $228K
|
1.52K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.51K+ 8.06% |
$208K - $226K
|
20.3K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.51K+ 8.46% |
$207K - $225K
|
19.3K
$2.56M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$206K - $224K
|
1.5K
$199K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.5KNew |
$206K - $224K
|
1.5K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$204K - $222K
|
1.49K
$197K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.47KNew |
$203K - $220K
|
1.47K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.46K+ 53.3% |
$201K - $219K
|
4.21K
$558K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.46K+ 6.46% |
$201K - $219K
|
24.1K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.46KNew |
$201K - $219K
|
1.46K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.46KNew |
$201K - $218K
|
1.46K
$194K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.45KNew |
$200K - $218K
|
1.45K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$192K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$192K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.44K+ 9.39% |
$198K - $216K
|
16.8K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.44KNew |
$198K - $215K
|
1.44K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.43KNew |
$197K - $214K
|
1.43K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$196K - $213K
|
1.43K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.42KNew |
$196K - $213K
|
1.42K
$189K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.42KNew |
$196K - $213K
|
1.42K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 2.95% |
$195K - $213K
|
49.5K
$6.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$195K - $212K
|
1.42K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42K+ 26.87% |
$195K - $212K
|
6.68K
$886K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.41KNew |
$195K - $212K
|
1.41K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 78.26% |
$193K - $210K
|
3.19K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.39KNew |
$191K - $208K
|
1.39K
$185K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
1.39K+ 1.72% |
$191K - $208K
|
82.1K
$10.9M
|