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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.41KNew |
$195K - $212K
|
1.41K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$190K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 78.26% |
$193K - $210K
|
3.19K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$190K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.39KNew |
$191K - $208K
|
1.39K
$189K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38KNew |
$189K - $206K
|
1.38K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 13.95% |
$185K - $202K
|
11K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.34K+ 17.65% |
$185K - $201K
|
8.96K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.34K+ 66.25% |
$185K - $201K
|
3.37K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.33K+ 10.85% |
$184K - $200K
|
13.6K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.33K+ 222.0% |
$183K - $199K
|
1.93K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.32K+ 15.99% |
$182K - $198K
|
9.58K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.32K+ 4.26% |
$181K - $197K
|
32.2K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 7.05% |
$180K - $196K
|
19.8K
$2.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3K+ 371.43% |
$179K - $195K
|
1.65K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$179K - $194K
|
1.3K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 8.58% |
$178K - $194K
|
16.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.29K+ 5.46% |
$177K - $193K
|
24.9K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.28K+ 9.88% |
$176K - $191K
|
14.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 8.2% |
$171K - $186K
|
16.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.23K+ 19.97% |
$169K - $184K
|
7.38K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 34.91% |
$167K - $181K
|
4.68K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.18K+ 30.86% |
$163K - $177K
|
5.02K
$680K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.18KNew |
$162K - $176K
|
1.18K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.17K+ 85.72% |
$160K - $174K
|
2.52K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.16K+ 26.56% |
$159K - $173K
|
5.51K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.14K+ 36.39% |
$157K - $171K
|
4.29K
$581K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.14K+ 26.08% |
$157K - $171K
|
5.53K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 9.32% |
$156K - $170K
|
13.3K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 0.91% |
$155K - $168K
|
125K
$16.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.1K+ 12.79% |
$151K - $164K
|
9.68K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.04K+ 4.66% |
$143K - $155K
|
23.3K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.03K+ 36.25% |
$142K - $154K
|
3.87K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.03K+ 17.34% |
$142K - $154K
|
6.96K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 1.73% |
$140K - $152K
|
59.6K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.01K+ 3.99% |
$140K - $152K
|
26.5K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 2.66% |
$140K - $152K
|
39.2K
$5.31M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 31.24% |
$138K - $150K
|
4.21K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.55% |
$138K - $150K
|
7.87K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
999+ 32.55% |
$137K - $150K
|
4.07K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
995+ 16.53% |
$137K - $149K
|
7.02K
$951K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
992+ 2.92% |
$137K - $148K
|
34.9K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
988+ 296.7% |
$136K - $148K
|
1.32K
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
980+ 3.95% |
$135K - $147K
|
25.8K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
960+ 54.24% |
$132K - $144K
|
2.73K
$370K
|