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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
379+ 8.18% |
$51.7K - $58.6K
|
5.01K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 1.31% |
$50.4K - $57.3K
|
28.6K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
346+ 8.65% |
$47.2K - $53.5K
|
4.35K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
319New |
$43.5K - $49.4K
|
319
$43.3K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
312+ 21.89% |
$42.5K - $48.3K
|
1.74K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$42.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
308New |
$42K - $47.7K
|
308
$41.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
301+ 20.24% |
$41K - $46.6K
|
1.79K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 8.5% |
$40.9K - $46.4K
|
3.83K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
259+ 5.05% |
$35.3K - $40.1K
|
5.38K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
252+ 11.78% |
$34.3K - $39K
|
2.39K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
247+ 18.41% |
$33.7K - $38.2K
|
1.59K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
213New |
$29K - $33K
|
213
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
206+ 9.04% |
$28.1K - $31.9K
|
2.48K
$337K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200New |
$27.3K - $30.9K
|
200
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$27.3K - $30.9K
|
200
$27.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
160New |
$21.8K - $24.8K
|
160
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
157New |
$21.4K - $24.3K
|
157
$21.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.98% |
$20.4K - $23.2K
|
1.82K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 24.16% |
$18.5K - $21K
|
699
$94.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$17.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$16.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
119New |
$16.2K - $18.4K
|
119
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
115New |
$15.7K - $17.8K
|
115
$15.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 7.12% |
$14.9K - $16.9K
|
1.64K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
105+ 7.41% |
$14.3K - $16.2K
|
1.52K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79New |
$10.8K - $12.2K
|
79
$10.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$10.1K - $11.5K
|
74
$10K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
73New |
$9.95K - $11.3K
|
73
$9.9K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
58+ 2.97% |
$7.9K - $8.97K
|
2.01K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57+ 19.52% |
$7.77K - $8.82K
|
349
$47.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 3.4% |
$6.81K - $7.74K
|
1.52K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.96% |
$5.45K - $6.19K
|
4.19K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
28New |
$3.82K - $4.33K
|
28
$3.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.41% |
$3.68K - $4.18K
|
1.94K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$3.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 2.34% |
$3.27K - $3.71K
|
1.05K
$142K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$43.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 9.44% |
$3K - $3.4K
|
255
$34.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.77K - $2.01K
|
13
$1.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12New |
$1.64K - $1.86K
|
12
$1.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 1.47% |
$1.09K - $1.24K
|
551
$74.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.06% |
$545 - $619
|
6.25K
$848K
|