Purchases and Sales Made in Q2 2025 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
71.2M+ 559865.81% |
$9.16B - $10.3B
|
71.2M
$9.71B
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647KNew |
$83.3M - $93.4M
|
647K
$88.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
202K+ 2780.48% |
$26M - $29.2M
|
209K
$28.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
95.6K+ 29.08% |
$12.3M - $13.8M
|
424K
$57.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
90.8KNew |
$11.7M - $13.1M
|
90.8K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
80.2KNew |
$10.3M - $11.6M
|
80.2K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.8K+ 32.97% |
$5.12M - $5.74M
|
160K
$21.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.6KNew |
$4.85M - $5.43M
|
37.6K
$5.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
35.4K+ 33.0% |
$4.55M - $5.1M
|
143K
$19.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
30.1K+ 666.88% |
$3.88M - $4.35M
|
34.7K
$4.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
20.6KNew |
$2.65M - $2.97M
|
20.6K
$2.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
20.4K+ 16.35% |
$2.63M - $2.95M
|
145K
$19.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.2K+ 179.82% |
$2.61M - $2.92M
|
31.5K
$4.3M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
18.6KNew |
$2.39M - $2.68M
|
18.6K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.6K+ 270.91% |
$2.14M - $2.4M
|
22.8K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.6K+ 114.69% |
$2.01M - $2.25M
|
29.2K
$3.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.2K+ 123.43% |
$1.96M - $2.2M
|
27.6K
$3.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14K+ 12.86% |
$1.81M - $2.02M
|
123K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.6K+ 12.84% |
$1.62M - $1.82M
|
111K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$1.61M - $1.8M
|
12.5K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.4K+ 8.18% |
$1.6M - $1.8M
|
165K
$22.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.7K+ 80.41% |
$1.51M - $1.69M
|
26.3K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
11.4K+ 9.58% |
$1.47M - $1.65M
|
131K
$17.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.3KNew |
$1.45M - $1.62M
|
11.3K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.1KNew |
$1.42M - $1.59M
|
11.1K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.99K+ 8.86% |
$1.29M - $1.44M
|
123K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.72K+ 611.5% |
$1.12M - $1.26M
|
10.1K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.29K+ 5.32% |
$1.07M - $1.2M
|
164K
$22.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
8.21K+ 9.99% |
$1.06M - $1.18M
|
90.4K
$12.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.11KNew |
$915K - $1.03M
|
7.11K
$970K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.1KNew |
$914K - $1.02M
|
7.1K
$969K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.78K+ 4776.06% |
$873K - $979K
|
6.92K
$945K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41K+ 24.05% |
$826K - $925K
|
33.1K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.12KNew |
$788K - $883K
|
6.12K
$835K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 7.21% |
$737K - $826K
|
85.1K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.38K+ 25.08% |
$693K - $776K
|
26.8K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.17K+ 10.1% |
$666K - $746K
|
56.4K
$7.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.93K+ 72.31% |
$635K - $712K
|
11.8K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$618K - $693K
|
4.8K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.76K+ 13.68% |
$613K - $687K
|
39.5K
$5.4M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.36K+ 12.6% |
$561K - $629K
|
38.9K
$5.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.25KNew |
$547K - $613K
|
4.25K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4KNew |
$515K - $577K
|
4K
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
3.5K+ 2393.84% |
$450K - $504K
|
3.64K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.42K+ 7.73% |
$440K - $493K
|
47.6K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.37KNew |
$433K - $486K
|
3.37K
$459K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.36K+ 61.6% |
$433K - $485K
|
8.82K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$416K - $466K
|
3.23K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.17KNew |
$408K - $457K
|
3.17K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.09K+ 5.8% |
$397K - $445K
|
56.3K
$7.68M
|