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 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21.1KNew |
$2.9M - $3.15M
|
21.1K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.6K+ 20.54% |
$2.83M - $3.08M
|
121K
$16.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 0.34% |
$2.8M - $3.05M
|
6.04M
$819M
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
20.2K+ 698.24% |
$2.78M - $3.03M
|
23.1K
$3.13M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.9K+ 20.19% |
$2.61M - $2.83M
|
113K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.1K+ 19.92% |
$2.49M - $2.71M
|
109K
$14.8M
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
17.7KNew |
$2.43M - $2.65M
|
17.7K
$2.4M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17.6K+ 5.48% |
$2.42M - $2.63M
|
338K
$45.9M
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17.5K+ 18.08% |
$2.4M - $2.61M
|
114K
$15.5M
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.3KNew |
$2.38M - $2.59M
|
17.3K
$2.34M
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
17K+ 3.35% |
$2.34M - $2.54M
|
523K
$70.9M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.8KNew |
$2.31M - $2.51M
|
16.8K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.7K+ 5.27% |
$2.3M - $2.5M
|
334K
$45.3M
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.7K+ 44.0% |
$2.3M - $2.5M
|
54.7K
$7.42M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.4KNew |
$2.26M - $2.45M
|
16.4K
$2.22M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
16.2K+ 651.87% |
$2.23M - $2.42M
|
18.7K
$2.53M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 12.27% |
$2.22M - $2.41M
|
148K
$20M
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
14.3KNew |
$1.97M - $2.14M
|
14.3K
$1.94M
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.2K+ 682.42% |
$1.96M - $2.13M
|
16.3K
$2.21M
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$1.93M - $2.1M
|
14K
$1.9M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6KNew |
$1.87M - $2.04M
|
13.6K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$1.85M - $2.01M
|
13.4K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.2K+ 21.16% |
$1.81M - $1.97M
|
75.4K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.9KNew |
$1.78M - $1.93M
|
12.9K
$1.75M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.8K+ 25.75% |
$1.76M - $1.92M
|
62.5K
$8.48M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.8K+ 257.58% |
$1.76M - $1.91M
|
17.7K
$2.41M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.6K+ 16.43% |
$1.73M - $1.88M
|
89.3K
$12.1M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
12.5K+ 113.38% |
$1.72M - $1.87M
|
23.5K
$3.18M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 61.39% |
$1.7M - $1.84M
|
32.4K
$4.39M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
11.7K+ 37.19% |
$1.61M - $1.75M
|
43.1K
$5.85M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.6K+ 12.6% |
$1.6M - $1.74M
|
104K
$14.1M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
11.5K+ 206.2% |
$1.59M - $1.73M
|
17.1K
$2.32M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 23.41% |
$1.57M - $1.71M
|
60.3K
$8.17M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3K+ 21.09% |
$1.56M - $1.69M
|
65K
$8.81M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.53M - $1.66M
|
11.1K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 15.42% |
$1.52M - $1.65M
|
82.6K
$11.2M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 128.46% |
$1.52M - $1.65M
|
19.6K
$2.66M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9K+ 931.71% |
$1.5M - $1.63M
|
12.1K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.8KNew |
$1.49M - $1.62M
|
10.8K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
10.7KNew |
$1.47M - $1.6M
|
10.7K
$1.45M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.7KNew |
$1.47M - $1.6M
|
10.7K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.6KNew |
$1.46M - $1.59M
|
10.6K
$1.44M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.4KNew |
$1.43M - $1.56M
|
10.4K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 713.2% |
$1.43M - $1.55M
|
11.8K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.3K+ 136.1% |
$1.42M - $1.55M
|
17.9K
$2.43M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 64.96% |
$1.41M - $1.53M
|
26K
$3.53M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 62.46% |
$1.4M - $1.53M
|
26.5K
$3.6M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 37.12% |
$1.4M - $1.52M
|
37.6K
$5.1M
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.81KNew |
$1.35M - $1.47M
|
9.81K
$1.33M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.51KNew |
$1.31M - $1.42M
|
9.51K
$1.29M
|