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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$184K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38KNew |
$189K - $206K
|
1.38K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.37K+ 0.89% |
$188K - $205K
|
156K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 13.95% |
$185K - $202K
|
11K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 12.83% |
$185K - $201K
|
11.8K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.34K+ 17.65% |
$185K - $201K
|
8.96K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.34K+ 66.25% |
$185K - $201K
|
3.37K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.33K+ 10.85% |
$184K - $200K
|
13.6K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33K+ 222.0% |
$183K - $199K
|
1.93K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.32K+ 15.99% |
$182K - $198K
|
9.58K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.32K+ 4.26% |
$181K - $197K
|
32.2K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 7.05% |
$180K - $196K
|
19.8K
$2.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3K+ 371.43% |
$179K - $195K
|
1.65K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$179K - $194K
|
1.3K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 8.58% |
$178K - $194K
|
16.4K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.29K+ 5.46% |
$177K - $193K
|
24.9K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.28K+ 9.88% |
$176K - $191K
|
14.2K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.26K+ 29.94% |
$173K - $188K
|
5.46K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 8.2% |
$171K - $186K
|
16.4K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.23K+ 19.97% |
$169K - $184K
|
7.38K
$978K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 34.91% |
$167K - $181K
|
4.68K
$620K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 16.37% |
$166K - $180K
|
8.57K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.19K+ 10.72% |
$163K - $178K
|
12.3K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.18K+ 30.86% |
$163K - $177K
|
5.02K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.18KNew |
$162K - $176K
|
1.18K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.17K+ 85.72% |
$160K - $174K
|
2.52K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.16K+ 26.56% |
$159K - $173K
|
5.51K
$731K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 20.85% |
$158K - $172K
|
6.66K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.14K+ 36.39% |
$157K - $171K
|
4.29K
$569K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.14K+ 26.08% |
$157K - $171K
|
5.53K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 9.32% |
$156K - $170K
|
13.3K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 0.91% |
$155K - $168K
|
125K
$16.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.1K+ 12.79% |
$151K - $164K
|
9.68K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.08K+ 3.09% |
$148K - $162K
|
36K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.07K+ 7.96% |
$148K - $161K
|
14.6K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.06K+ 2.47% |
$146K - $159K
|
44.2K
$5.86M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.04K+ 4.66% |
$143K - $155K
|
23.3K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.03K+ 17.34% |
$142K - $154K
|
6.96K
$924K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.03K+ 36.25% |
$142K - $154K
|
3.87K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 1.73% |
$140K - $152K
|
59.6K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 2.66% |
$140K - $152K
|
39.2K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.01K+ 3.99% |
$140K - $152K
|
26.5K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 31.24% |
$138K - $150K
|
4.21K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.55% |
$138K - $150K
|
7.87K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
999+ 32.55% |
$137K - $150K
|
4.07K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
995+ 16.53% |
$137K - $149K
|
7.02K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
992+ 2.92% |
$137K - $148K
|
34.9K
$4.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
988+ 296.7% |
$136K - $148K
|
1.32K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
980+ 3.95% |
$135K - $147K
|
25.8K
$3.42M
|