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 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 47.5% |
$131K - $142K
|
2.95K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
948+ 6.2% |
$130K - $142K
|
16.2K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
928+ 14.01% |
$128K - $139K
|
7.55K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
923+ 2.51% |
$127K - $138K
|
37.7K
$5.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
903+ 31.89% |
$124K - $135K
|
3.74K
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
880+ 8.09% |
$121K - $132K
|
11.8K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
878+ 20.71% |
$121K - $131K
|
5.12K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
862+ 8.34% |
$119K - $129K
|
11.2K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
859+ 18.66% |
$118K - $129K
|
5.46K
$741K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$116K - $126K
|
844
$114K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
831+ 0.47% |
$114K - $124K
|
178K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
827+ 1.76% |
$114K - $124K
|
47.8K
$6.48M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
811+ 8.81% |
$112K - $121K
|
10K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
805+ 32.03% |
$111K - $120K
|
3.32K
$450K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
803+ 34.94% |
$111K - $120K
|
3.1K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
800+ 3.57% |
$110K - $120K
|
23.2K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
790+ 9.15% |
$109K - $118K
|
9.43K
$1.28M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
778+ 5.06% |
$107K - $116K
|
16.1K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
762+ 1.71% |
$105K - $114K
|
45.3K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739+ 68.24% |
$102K - $111K
|
1.82K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
703New |
$96.7K - $105K
|
703
$95.3K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
697+ 12.49% |
$95.9K - $104K
|
6.28K
$851K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
686+ 214.37% |
$94.4K - $103K
|
1.01K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
685+ 116.89% |
$94.3K - $103K
|
1.27K
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
667New |
$91.8K - $99.8K
|
667
$90.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
651+ 8.13% |
$89.6K - $97.4K
|
8.66K
$1.17M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
639+ 6.85% |
$87.9K - $95.6K
|
9.96K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
624New |
$85.9K - $93.4K
|
624
$84.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
605+ 3.22% |
$83.3K - $90.6K
|
19.4K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
598+ 3.98% |
$82.3K - $89.5K
|
15.6K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
598+ 22.38% |
$82.3K - $89.5K
|
3.27K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 11.77% |
$80.5K - $87.6K
|
5.56K
$753K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
578+ 4.85% |
$79.5K - $86.5K
|
12.5K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
567+ 4.63% |
$78K - $84.9K
|
12.8K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
533+ 5.46% |
$73.3K - $79.8K
|
10.3K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
527+ 2.7% |
$72.5K - $78.9K
|
20K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
523+ 38.26% |
$72K - $78.3K
|
1.89K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
516+ 8.12% |
$71K - $77.2K
|
6.87K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
516+ 7.02% |
$71K - $77.2K
|
7.87K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
502+ 24.33% |
$69.1K - $75.1K
|
2.57K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 9.78% |
$68.8K - $74.8K
|
5.61K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
493+ 12.13% |
$67.8K - $73.8K
|
4.56K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
492+ 20.72% |
$67.7K - $73.6K
|
2.87K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
491+ 26.85% |
$67.6K - $73.5K
|
2.32K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
486+ 19.51% |
$66.9K - $72.7K
|
2.98K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
467+ 21.59% |
$64.3K - $69.9K
|
2.63K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
450+ 52.63% |
$61.9K - $67.4K
|
1.31K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
441+ 0.27% |
$60.7K - $66K
|
162K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
439+ 11.09% |
$60.4K - $65.7K
|
4.4K
$597K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
437+ 28.12% |
$60.1K - $65.4K
|
1.99K
$270K
|