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 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53+ 1.77% |
$7.29K - $7.93K
|
3.04K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 14.29% |
$6.88K - $7.48K
|
400
$54.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
47+ 1.34% |
$6.47K - $7.03K
|
3.56K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
45+ 2.46% |
$6.19K - $6.74K
|
1.88K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45+ 1.13% |
$6.19K - $6.74K
|
4.03K
$546K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44+ 0.17% |
$6.05K - $6.59K
|
25.6K
$3.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41+ 18.72% |
$5.64K - $6.14K
|
260
$35.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 2.29% |
$5.5K - $5.99K
|
1.79K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.34% |
$5.09K - $5.54K
|
11K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.75K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 1.46% |
$4.82K - $5.24K
|
2.43K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35+ 1.02% |
$4.82K - $5.24K
|
3.47K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35New |
$4.82K - $5.24K
|
35
$4.75K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34+ 0.2% |
$4.68K - $5.09K
|
16.7K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
34+ 1.83% |
$4.68K - $5.09K
|
1.89K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
33+ 0.67% |
$4.54K - $4.94K
|
4.94K
$670K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
32New |
$4.4K - $4.79K
|
32
$4.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
32+ 0.4% |
$4.4K - $4.79K
|
8.1K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 4.18% |
$4.13K - $4.49K
|
748
$101K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 1.61% |
$3.99K - $4.34K
|
1.83K
$248K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.81% |
$3.72K - $4.04K
|
988
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27New |
$3.72K - $4.04K
|
27
$3.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 1.0% |
$3.44K - $3.74K
|
2.52K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.13% |
$3.44K - $3.74K
|
19.2K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
24+ 1.45% |
$3.3K - $3.59K
|
1.68K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
23New |
$3.17K - $3.44K
|
23
$3.12K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
22+ 1.41% |
$3.03K - $3.29K
|
1.59K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 1.38% |
$2.89K - $3.14K
|
1.55K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.38% |
$2.89K - $3.14K
|
5.49K
$744K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.89K - $3.14K
|
21
$2.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20+ 0.35% |
$2.75K - $2.99K
|
5.76K
$780K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.98% |
$2.75K - $2.99K
|
2.06K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 1.61% |
$2.61K - $2.84K
|
1.2K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
19+ 0.77% |
$2.61K - $2.84K
|
2.5K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
19+ 0.34% |
$2.61K - $2.84K
|
5.68K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19New |
$2.61K - $2.84K
|
19
$2.58K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 0.15% |
$2.48K - $2.69K
|
12.2K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
16+ 0.46% |
$2.2K - $2.39K
|
3.51K
$475K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
15+ 0.19% |
$2.06K - $2.25K
|
8.1K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
15+ 0.61% |
$2.06K - $2.25K
|
2.46K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.93K - $2.1K
|
6.5K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
14+ 66.67% |
$1.93K - $2.1K
|
35
$4.75K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.38% |
$1.79K - $1.95K
|
3.45K
$467K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.66% |
$1.79K - $1.95K
|
1.99K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 12.09% |
$1.51K - $1.65K
|
102
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.16% |
$1.51K - $1.65K
|
6.97K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
11+ 0.01% |
$1.51K - $1.65K
|
125K
$17M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$1.51K - $1.65K
|
11
$1.49K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
11+ 0.19% |
$1.51K - $1.65K
|
5.76K
$780K
|