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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
434+ 4.62% |
$59.7K - $65K
|
9.83K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
429+ 3.29% |
$59K - $64.2K
|
13.5K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
426+ 4.04% |
$58.6K - $63.8K
|
11K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
421+ 7.23% |
$57.9K - $63K
|
6.24K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
419+ 78.91% |
$57.7K - $62.7K
|
950
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
414+ 2.76% |
$57K - $62K
|
15.4K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
414+ 0.78% |
$57K - $62K
|
53.3K
$7.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
412+ 11.82% |
$56.7K - $61.7K
|
3.9K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
411+ 3.85% |
$56.6K - $61.5K
|
11.1K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
401+ 1.17% |
$55.2K - $60K
|
34.6K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$55K - $59.9K
|
400
$54.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
394+ 33.39% |
$54.2K - $59K
|
1.57K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
389+ 6.41% |
$53.5K - $58.2K
|
6.45K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
385+ 18.35% |
$53K - $57.6K
|
2.48K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
380+ 0.16% |
$52.3K - $56.9K
|
236K
$32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368+ 1.05% |
$50.6K - $55.1K
|
35.3K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
356+ 2.37% |
$49K - $53.3K
|
15.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
354+ 14.84% |
$48.7K - $53K
|
2.74K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
350+ 5.03% |
$48.2K - $52.4K
|
7.31K
$992K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
342+ 5.48% |
$47.1K - $51.2K
|
6.59K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
342+ 21.99% |
$47.1K - $51.2K
|
1.9K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
340+ 4.92% |
$46.8K - $50.9K
|
7.25K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
337+ 18.71% |
$46.4K - $50.4K
|
2.14K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
330+ 7.85% |
$45.4K - $49.4K
|
4.53K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
320+ 1.33% |
$44K - $47.9K
|
24.3K
$3.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
319+ 2.08% |
$43.9K - $47.7K
|
15.6K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
318+ 14.37% |
$43.8K - $47.6K
|
2.53K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 1.62% |
$43.8K - $47.6K
|
20K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
317+ 13.16% |
$43.6K - $47.4K
|
2.73K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
306New |
$42.1K - $45.8K
|
306
$41.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
302+ 50.33% |
$41.6K - $45.2K
|
902
$122K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 32.33% |
$41.3K - $44.9K
|
1.23K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 5.51% |
$41.3K - $44.9K
|
5.75K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
296+ 3.39% |
$40.7K - $44.3K
|
9.04K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
295+ 14.91% |
$40.6K - $44.2K
|
2.27K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 15.01% |
$40.3K - $43.9K
|
2.25K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
292+ 16.71% |
$40.2K - $43.7K
|
2.04K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
285+ 15.88% |
$39.2K - $42.7K
|
2.08K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
274+ 8.17% |
$37.7K - $41K
|
3.63K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.21% |
$37.4K - $40.7K
|
4.05K
$549K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
272+ 2.01% |
$37.4K - $40.7K
|
13.8K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
270+ 3.22% |
$37.2K - $40.4K
|
8.66K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
269+ 0.86% |
$37K - $40.3K
|
31.5K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
263+ 0.34% |
$36.2K - $39.4K
|
76.8K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$35.4K - $38.5K
|
257
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
253+ 0.4% |
$34.8K - $37.9K
|
64.1K
$8.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
251New |
$34.5K - $37.6K
|
251
$34K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 3.47% |
$34.4K - $37.4K
|
7.45K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
250+ 3.94% |
$34.4K - $37.4K
|
6.59K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
249+ 9.99% |
$34.3K - $37.3K
|
2.74K
$372K
|