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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
71.2M+ 559865.81% |
$9.16B - $10.3B
|
71.2M
$9.65B
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647KNew |
$83.3M - $93.4M
|
647K
$87.8M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
202K+ 2780.48% |
$26M - $29.2M
|
209K
$28.4M
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
90.8KNew |
$11.7M - $13.1M
|
90.8K
$12.3M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.8K+ 32.97% |
$5.12M - $5.74M
|
160K
$21.8M
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
37.6KNew |
$4.85M - $5.43M
|
37.6K
$5.1M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
30.1K+ 666.88% |
$3.88M - $4.35M
|
34.7K
$4.7M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.2K+ 179.82% |
$2.61M - $2.92M
|
31.5K
$4.27M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.6K+ 270.91% |
$2.14M - $2.4M
|
22.8K
$3.09M
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.2K+ 123.43% |
$1.96M - $2.2M
|
27.6K
$3.74M
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14K+ 12.86% |
$1.81M - $2.02M
|
123K
$16.7M
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.6K+ 12.84% |
$1.62M - $1.82M
|
111K
$15M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
12.5KNew |
$1.61M - $1.8M
|
12.5K
$1.7M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.4K+ 8.18% |
$1.6M - $1.8M
|
165K
$22.3M
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.7K+ 80.41% |
$1.51M - $1.69M
|
26.3K
$3.56M
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.3KNew |
$1.45M - $1.62M
|
11.3K
$1.53M
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.29K+ 5.32% |
$1.07M - $1.2M
|
164K
$22.2M
|
|
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
$964K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.1KNew |
$914K - $1.02M
|
7.1K
$963K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41K+ 24.05% |
$826K - $925K
|
33.1K
$4.48M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.12KNew |
$788K - $883K
|
6.12K
$830K
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 7.21% |
$737K - $826K
|
85.1K
$11.5M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.38K+ 25.08% |
$693K - $776K
|
26.8K
$3.64M
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.17K+ 10.1% |
$666K - $746K
|
56.4K
$7.64M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.93K+ 72.31% |
$635K - $712K
|
11.8K
$1.59M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$618K - $693K
|
4.8K
$651K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.76K+ 13.68% |
$613K - $687K
|
39.5K
$5.36M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.42K+ 7.73% |
$440K - $493K
|
47.6K
$6.46M
|
|
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
$438K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.17KNew |
$408K - $457K
|
3.17K
$429K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.03K+ 160.73% |
$391K - $438K
|
4.92K
$667K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.76K+ 30.81% |
$356K - $399K
|
11.7K
$1.59M
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.57K+ 21.43% |
$331K - $371K
|
14.6K
$1.98M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.28K+ 6.33% |
$293K - $329K
|
38.3K
$5.19M
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.2K+ 3.09% |
$283K - $317K
|
73.4K
$9.96M
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.15K+ 6.23% |
$276K - $310K
|
36.6K
$4.96M
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2K+ 6.1% |
$258K - $289K
|
34.8K
$4.72M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 28.48% |
$253K - $283K
|
8.85K
$1.2M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.95K+ 3.59% |
$251K - $282K
|
56.4K
$7.65M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.92KNew |
$247K - $276K
|
1.92K
$260K
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.91K+ 4.8% |
$245K - $275K
|
41.6K
$5.64M
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$237K - $266K
|
1.84K
$250K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.74K+ 1.07% |
$224K - $252K
|
165K
$22.4M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.72KNew |
$222K - $249K
|
1.72K
$234K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.72K+ 9.85% |
$221K - $248K
|
19.2K
$2.6M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.7K+ 45.54% |
$219K - $245K
|
5.42K
$735K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.58K+ 28.74% |
$203K - $228K
|
7.07K
$959K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.51KNew |
$194K - $217K
|
1.51K
$204K
|