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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
179+ 2.12% |
$23K - $25.8K
|
8.64K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
170+ 0.12% |
$21.9K - $24.5K
|
138K
$18.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
160+ 3.32% |
$20.6K - $23.1K
|
4.99K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
159+ 4.36% |
$20.5K - $22.9K
|
3.8K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
152+ 1.77% |
$19.6K - $21.9K
|
8.72K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
149+ 9.69% |
$19.2K - $21.5K
|
1.69K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
143+ 1.5% |
$18.4K - $20.6K
|
9.66K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
138+ 2.96% |
$17.8K - $19.9K
|
4.8K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
132New |
$17K - $19K
|
132
$17.9K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
110+ 0.58% |
$14.2K - $15.9K
|
19.1K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100+ 87.72% |
$12.9K - $14.4K
|
214
$29K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
100New |
$12.9K - $14.4K
|
100
$13.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 0.35% |
$12.5K - $14K
|
28K
$3.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
93+ 1.89% |
$12K - $13.4K
|
5K
$678K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
87+ 0.99% |
$11.2K - $12.6K
|
8.89K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
79+ 0.14% |
$10.2K - $11.4K
|
56K
$7.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79+ 9.26% |
$10.2K - $11.4K
|
932
$126K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64+ 18.93% |
$8.24K - $9.24K
|
402
$54.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
50+ 2.53% |
$6.44K - $7.22K
|
2.03K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47+ 1.59% |
$6.05K - $6.78K
|
3.01K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45+ 0.68% |
$5.79K - $6.49K
|
6.7K
$909K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 6.53% |
$5.15K - $5.77K
|
653
$88.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 2.08% |
$4.51K - $5.05K
|
1.72K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
31+ 442.86% |
$3.99K - $4.47K
|
38
$5.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
30+ 0.88% |
$3.86K - $4.33K
|
3.44K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
29+ 8.17% |
$3.73K - $4.18K
|
384
$52.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
27+ 0.07% |
$3.48K - $3.9K
|
40.4K
$5.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 1.67% |
$3.48K - $3.9K
|
1.65K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26+ 1.27% |
$3.35K - $3.75K
|
2.08K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
20+ 0.8% |
$2.58K - $2.89K
|
2.52K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
20+ 0.45% |
$2.58K - $2.89K
|
4.49K
$609K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$1.55K - $1.73K
|
12
$1.63K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.36% |
$1.42K - $1.59K
|
3.04K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11+ 0.45% |
$1.42K - $1.59K
|
2.48K
$336K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$1.29K - $1.44K
|
2.4K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.15K
|
1.86K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.19% |
$386 - $433
|
1.58K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.27% |
$386 - $433
|
1.11K
$151K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$258 - $289
|
6.18K
$838K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$258 - $289
|
1.91K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 1.0% |
$258 - $289
|
203
$27.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.19% |
$258 - $289
|
1.03K
$140K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$129 - $144
|
3.77K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.38% |
$129 - $144
|
265
$35.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$129 - $144
|
249
$33.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$129 - $144
|
1.6K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $144
|
2.26K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.25% |
$129 - $144
|
397
$53.8K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.75M+ 16.01% |
$241M - $262M
|
12.7M
$1.72B
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.61M+ 84.84% |
$221M - $240M
|
3.5M
$475M
|
|