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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249+ 34.34% |
$34.3K - $37.3K
|
974
$132K
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
238New |
$32.8K - $35.6K
|
238
$32.3K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
231+ 3.17% |
$31.8K - $34.6K
|
7.52K
$1.02M
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
229+ 2.8% |
$31.5K - $34.3K
|
8.41K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
226+ 0.88% |
$31.1K - $33.8K
|
25.8K
$3.49M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
225+ 0.81% |
$31K - $33.7K
|
28.1K
$3.81M
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
225+ 3.03% |
$31K - $33.7K
|
7.64K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
224+ 2.13% |
$30.8K - $33.5K
|
10.8K
$1.46M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
220+ 10.89% |
$30.3K - $32.9K
|
2.24K
$304K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
219+ 10.84% |
$30.1K - $32.8K
|
2.24K
$304K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
217+ 1.17% |
$29.9K - $32.5K
|
18.8K
$2.55M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$29.7K - $32.3K
|
216
$29.3K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
215+ 6.49% |
$29.6K - $32.2K
|
3.53K
$479K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
209+ 4.77% |
$28.8K - $31.3K
|
4.59K
$623K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
205+ 9.97% |
$28.2K - $30.7K
|
2.26K
$307K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
205+ 176.72% |
$28.2K - $30.7K
|
321
$43.5K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
204+ 5.39% |
$28.1K - $30.5K
|
3.99K
$541K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
202+ 13.58% |
$27.8K - $30.2K
|
1.69K
$229K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
201+ 3.92% |
$27.7K - $30.1K
|
5.33K
$723K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
193+ 31.13% |
$26.6K - $28.9K
|
813
$110K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
191+ 4.02% |
$26.3K - $28.6K
|
4.94K
$670K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
187+ 6.73% |
$25.7K - $28K
|
2.97K
$402K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
184+ 4.09% |
$25.3K - $27.5K
|
4.68K
$635K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
179+ 0.55% |
$24.6K - $26.8K
|
32.7K
$4.43M
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 31.88% |
$24.2K - $26.3K
|
728
$98.7K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
176+ 16.67% |
$24.2K - $26.3K
|
1.23K
$167K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
170+ 2.07% |
$23.4K - $25.4K
|
8.38K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
169+ 0.77% |
$23.3K - $25.3K
|
22.2K
$3.01M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
167+ 1.46% |
$23K - $25K
|
11.6K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
166+ 10.13% |
$22.8K - $24.8K
|
1.81K
$245K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
160+ 3.6% |
$22K - $23.9K
|
4.61K
$625K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
157+ 3.36% |
$21.6K - $23.5K
|
4.83K
$654K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
157+ 0.81% |
$21.6K - $23.5K
|
19.5K
$2.64M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
155New |
$21.3K - $23.2K
|
155
$21K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
152+ 7.47% |
$20.9K - $22.8K
|
2.19K
$297K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
151+ 4.92% |
$20.8K - $22.6K
|
3.22K
$437K
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
151+ 1.62% |
$20.8K - $22.6K
|
9.45K
$1.28M
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
151+ 116.15% |
$20.8K - $22.6K
|
281
$38.1K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150+ 33.11% |
$20.6K - $22.5K
|
603
$81.8K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
150New |
$20.6K - $22.5K
|
150
$20.3K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
149+ 7.59% |
$20.5K - $22.3K
|
2.11K
$286K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
147+ 3.73% |
$20.2K - $22K
|
4.09K
$554K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
147+ 2.61% |
$20.2K - $22K
|
5.78K
$784K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
145+ 6.64% |
$20K - $21.7K
|
2.33K
$316K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142+ 0.97% |
$19.5K - $21.3K
|
14.8K
$2.01M
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
141+ 1.92% |
$19.4K - $21.1K
|
7.49K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
137+ 0.56% |
$18.9K - $20.5K
|
24.6K
$3.34M
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
135+ 8.81% |
$18.6K - $20.2K
|
1.67K
$226K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
135+ 0.68% |
$18.6K - $20.2K
|
20K
$2.71M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$18.6K - $20.2K
|
135
$18.3K
|