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 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.84KNew |
$391K - $426K
|
2.84K
$386K
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.83K+ 0.87% |
$390K - $424K
|
329K
$44.6M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.83KNew |
$390K - $424K
|
2.83K
$384K
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.81KNew |
$386K - $420K
|
2.81K
$380K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.8KNew |
$385K - $419K
|
2.8K
$380K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.76K+ 0.09% |
$379K - $413K
|
2.91M
$395M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 10.14% |
$377K - $410K
|
29.7K
$4.03M
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.72KNew |
$374K - $407K
|
2.72K
$369K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 11.77% |
$370K - $402K
|
25.5K
$3.46M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.66K+ 13.2% |
$366K - $398K
|
22.8K
$3.09M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.65KNew |
$364K - $396K
|
2.65K
$359K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 16.48% |
$355K - $386K
|
18.2K
$2.47M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.55KNew |
$350K - $381K
|
2.55K
$345K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.48KNew |
$342K - $372K
|
2.48K
$337K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 39.96% |
$327K - $355K
|
8.31K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.36K+ 16.45% |
$324K - $353K
|
16.7K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
2.35K+ 23.87% |
$323K - $351K
|
12.2K
$1.65M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.34KNew |
$321K - $350K
|
2.34K
$317K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 44.51% |
$321K - $349K
|
7.58K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$321K - $349K
|
2.33K
$316K
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
2.3KNew |
$317K - $344K
|
2.3K
$312K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.29K+ 14.28% |
$315K - $343K
|
18.3K
$2.49M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.26K+ 4.44% |
$311K - $339K
|
53.2K
$7.21M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.26KNew |
$311K - $338K
|
2.26K
$306K
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 8.96% |
$310K - $337K
|
27.4K
$3.72M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.25K+ 65.31% |
$309K - $336K
|
5.69K
$772K
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.2K+ 28.41% |
$302K - $329K
|
9.93K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 0.94% |
$301K - $327K
|
234K
$31.7M
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$298K - $325K
|
2.17K
$294K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.12K+ 6.82% |
$292K - $317K
|
33.2K
$4.5M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 19.41% |
$289K - $314K
|
12.9K
$1.75M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.08K+ 10.32% |
$286K - $311K
|
22.2K
$3.01M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$284K - $309K
|
2.07K
$280K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.06KNew |
$284K - $309K
|
2.06K
$280K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.05K+ 21.09% |
$282K - $306K
|
11.8K
$1.59M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.98KNew |
$272K - $296K
|
1.98K
$268K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.94KNew |
$267K - $291K
|
1.94K
$263K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.94K+ 61.5% |
$266K - $290K
|
5.08K
$689K
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$263K - $286K
|
1.91K
$260K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 6.04% |
$262K - $285K
|
33.5K
$4.54M
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.89KNew |
$260K - $283K
|
1.89K
$256K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 23.84% |
$260K - $282K
|
9.8K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.88K+ 4.56% |
$258K - $281K
|
43K
$5.83M
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.88K+ 8.46% |
$258K - $281K
|
24K
$3.26M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.87K+ 15.01% |
$258K - $280K
|
14.4K
$1.95M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.86KNew |
$255K - $278K
|
1.86K
$252K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 22.39% |
$255K - $278K
|
10.1K
$1.37M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.85KNew |
$254K - $276K
|
1.85K
$250K
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.83KNew |
$252K - $274K
|
1.83K
$249K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$252K - $274K
|
1.83K
$248K
|