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 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
130+ 2.62% |
$17.9K - $19.5K
|
5.08K
$689K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
128+ 38.1% |
$17.6K - $19.2K
|
464
$62.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
127+ 2.37% |
$17.5K - $19K
|
5.49K
$744K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
126+ 4.44% |
$17.3K - $18.9K
|
2.96K
$402K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 1.06% |
$17.1K - $18.6K
|
11.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
121+ 2.16% |
$16.7K - $18.1K
|
5.72K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
114+ 3.18% |
$15.7K - $17.1K
|
3.7K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113+ 0.36% |
$15.5K - $16.9K
|
31.4K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
113+ 7.45% |
$15.5K - $16.9K
|
1.63K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
108+ 4.61% |
$14.9K - $16.2K
|
2.45K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
108+ 1.92% |
$14.9K - $16.2K
|
5.74K
$778K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
108+ 4.31% |
$14.9K - $16.2K
|
2.61K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 4.11% |
$14.7K - $16K
|
2.71K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
104+ 1.95% |
$14.3K - $15.6K
|
5.45K
$738K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
102+ 3.09% |
$14K - $15.3K
|
3.4K
$461K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
102+ 0.42% |
$14K - $15.3K
|
24.2K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
100+ 3.7% |
$13.8K - $15K
|
2.8K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 83.33% |
$13.8K - $15K
|
220
$29.8K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$13.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$13.8K - $15K
|
100
$13.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.24% |
$13.8K - $15K
|
4.56K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
99+ 0.36% |
$13.6K - $14.8K
|
27.8K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
98+ 0.81% |
$13.5K - $14.7K
|
12.3K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97+ 49.24% |
$13.3K - $14.5K
|
294
$39.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 0.6% |
$13.2K - $14.4K
|
16K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
95+ 1.43% |
$13.1K - $14.2K
|
6.72K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
92+ 0.78% |
$12.7K - $13.8K
|
11.9K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
92+ 2.79% |
$12.7K - $13.8K
|
3.39K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
91+ 36.99% |
$12.5K - $13.6K
|
337
$45.7K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89+ 1.85% |
$12.2K - $13.3K
|
4.91K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
89+ 2.45% |
$12.2K - $13.3K
|
3.73K
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
89+ 54.6% |
$12.2K - $13.3K
|
252
$34.2K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
86+ 1.52% |
$11.8K - $12.9K
|
5.76K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
84+ 0.65% |
$11.6K - $12.6K
|
13K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
82+ 195.24% |
$11.3K - $12.3K
|
124
$16.8K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
82+ 0.39% |
$11.3K - $12.3K
|
20.9K
$2.84M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
80+ 2.75% |
$11K - $12K
|
2.99K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
80+ 0.6% |
$11K - $12K
|
13.4K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79+ 2.66% |
$10.9K - $11.8K
|
3.05K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
77+ 1.76% |
$10.6K - $11.5K
|
4.45K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
76+ 3.74% |
$10.5K - $11.4K
|
2.11K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 1.17% |
$10.3K - $11.2K
|
6.49K
$880K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
74+ 4.86% |
$10.2K - $11.1K
|
1.6K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
70+ 0.34% |
$9.63K - $10.5K
|
20.5K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 74.47% |
$9.63K - $10.5K
|
164
$22.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
65New |
$8.94K - $9.73K
|
65
$8.81K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
63+ 95.45% |
$8.67K - $9.43K
|
129
$17.5K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
60New |
$8.26K - $8.98K
|
60
$8.14K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
60+ 2.0% |
$8.26K - $8.98K
|
3.06K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 1.5% |
$7.71K - $8.38K
|
3.78K
$512K
|