Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108K+ 240.1% |
$15.3M - $16.5M
|
153K
$23.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
68.9K+ 10.04% |
$9.78M - $10.5M
|
755K
$115M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
53.6KNew |
$7.61M - $8.19M
|
53.6K
$8.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
52.1KNew |
$7.39M - $7.96M
|
52.1K
$7.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
45.3KNew |
$6.44M - $6.93M
|
45.3K
$6.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$6.36M - $6.85M
|
44.8K
$6.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.4K+ 37.75% |
$5.88M - $6.33M
|
151K
$23M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
26.6KNew |
$3.77M - $4.06M
|
26.6K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25K+ 88.62% |
$3.55M - $3.83M
|
53.3K
$8.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
17.1KNew |
$2.42M - $2.61M
|
17.1K
$2.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 77.58% |
$2.34M - $2.51M
|
37.7K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.3K+ 355.77% |
$2.31M - $2.49M
|
20.9K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
16.2K+ 18.74% |
$2.31M - $2.48M
|
103K
$15.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.6KNew |
$1.93M - $2.08M
|
13.6K
$2.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 13.63% |
$1.92M - $2.07M
|
113K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13KNew |
$1.85M - $1.99M
|
13K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.8K+ 168.08% |
$1.54M - $1.65M
|
17.2K
$2.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
10.3K+ 8.6% |
$1.46M - $1.58M
|
130K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.84K+ 6.3% |
$1.4M - $1.5M
|
166K
$25.2M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.84K+ 214.99% |
$1.4M - $1.5M
|
14.4K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.45K+ 327.23% |
$1.2M - $1.29M
|
11K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7K+ 148.52% |
$993K - $1.07M
|
11.7K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
5.8K+ 9.26% |
$823K - $887K
|
68.4K
$10.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.58K+ 187.14% |
$791K - $852K
|
8.55K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
5.2K+ 12.01% |
$739K - $795K
|
48.5K
$7.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.12KNew |
$727K - $782K
|
5.12K
$777K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.39K+ 69.47% |
$624K - $671K
|
10.7K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.88KNew |
$551K - $593K
|
3.88K
$589K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.79K+ 10.66% |
$538K - $579K
|
39.3K
$5.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.75K+ 12.21% |
$532K - $572K
|
34.4K
$5.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.19K+ 163.09% |
$453K - $487K
|
5.15K
$781K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.19K+ 4.71% |
$453K - $487K
|
70.9K
$10.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$417K - $449K
|
2.94K
$446K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.77KNew |
$393K - $423K
|
2.77K
$420K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.59K+ 20.19% |
$368K - $396K
|
15.4K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$359K - $387K
|
2.53K
$384K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.5K+ 3.71% |
$354K - $381K
|
69.7K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.45KNew |
$348K - $375K
|
2.45K
$372K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 2.6% |
$343K - $369K
|
95.4K
$14.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
2.32KNew |
$329K - $354K
|
2.32K
$352K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.2K+ 73.99% |
$313K - $337K
|
5.18K
$786K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 57.52% |
$312K - $335K
|
6.01K
$913K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.14K+ 8.17% |
$303K - $326K
|
28.3K
$4.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.06K+ 3.47% |
$292K - $315K
|
61.5K
$9.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.98KNew |
$281K - $303K
|
1.98K
$301K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$269K - $290K
|
1.9K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.83KNew |
$259K - $279K
|
1.83K
$278K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.77K+ 56.63% |
$252K - $271K
|
4.9K
$745K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.76KNew |
$250K - $269K
|
1.76K
$267K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.75K+ 57.35% |
$249K - $268K
|
4.8K
$729K
|
|