Purchases and Sales Made in Q1 2025 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
533+ 5.46% |
$73.3K - $79.8K
|
10.3K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
532+ 16.9% |
$73.2K - $79.6K
|
3.68K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
527+ 2.7% |
$72.5K - $78.9K
|
20K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
523+ 38.26% |
$72K - $78.3K
|
1.89K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
517+ 1.22% |
$71.1K - $77.4K
|
42.8K
$5.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
516+ 7.02% |
$71K - $77.2K
|
7.87K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
516+ 8.12% |
$71K - $77.2K
|
6.87K
$932K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
502+ 24.33% |
$69.1K - $75.1K
|
2.57K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 9.78% |
$68.8K - $74.8K
|
5.61K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
493+ 12.13% |
$67.8K - $73.8K
|
4.56K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
492+ 20.72% |
$67.7K - $73.6K
|
2.87K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
491+ 26.85% |
$67.6K - $73.5K
|
2.32K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
487+ 5.39% |
$67K - $72.9K
|
9.52K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
486+ 19.51% |
$66.9K - $72.7K
|
2.98K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
467+ 21.59% |
$64.3K - $69.9K
|
2.63K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
450+ 52.63% |
$61.9K - $67.4K
|
1.31K
$177K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
441+ 8.66% |
$60.7K - $66K
|
5.54K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
441+ 0.27% |
$60.7K - $66K
|
162K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
439+ 11.09% |
$60.4K - $65.7K
|
4.4K
$597K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
437+ 28.12% |
$60.1K - $65.4K
|
1.99K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
434+ 4.62% |
$59.7K - $65K
|
9.83K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
429+ 3.29% |
$59K - $64.2K
|
13.5K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
426+ 4.04% |
$58.6K - $63.8K
|
11K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
421+ 7.23% |
$57.9K - $63K
|
6.24K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
419+ 78.91% |
$57.7K - $62.7K
|
950
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
414+ 0.78% |
$57K - $62K
|
53.3K
$7.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
414+ 2.76% |
$57K - $62K
|
15.4K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
412+ 11.82% |
$56.7K - $61.7K
|
3.9K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
411+ 3.85% |
$56.6K - $61.5K
|
11.1K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
401+ 1.17% |
$55.2K - $60K
|
34.6K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$55K - $59.9K
|
400
$54.2K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
394+ 26.39% |
$54.2K - $59K
|
1.89K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
394+ 33.39% |
$54.2K - $59K
|
1.57K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
389+ 6.41% |
$53.5K - $58.2K
|
6.45K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
385+ 18.35% |
$53K - $57.6K
|
2.48K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
380+ 0.16% |
$52.3K - $56.9K
|
236K
$32M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
376+ 14.95% |
$51.7K - $56.3K
|
2.89K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368+ 1.05% |
$50.6K - $55.1K
|
35.3K
$4.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
358+ 9.67% |
$49.3K - $53.6K
|
4.06K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
356+ 2.37% |
$49K - $53.3K
|
15.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
354+ 14.84% |
$48.7K - $53K
|
2.74K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
350+ 5.03% |
$48.2K - $52.4K
|
7.31K
$992K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
342+ 21.99% |
$47.1K - $51.2K
|
1.9K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
342+ 5.48% |
$47.1K - $51.2K
|
6.59K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
340+ 4.92% |
$46.8K - $50.9K
|
7.25K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
337+ 18.71% |
$46.4K - $50.4K
|
2.14K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
330+ 7.85% |
$45.4K - $49.4K
|
4.53K
$615K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
326+ 2.31% |
$44.9K - $48.8K
|
14.4K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
320+ 1.33% |
$44K - $47.9K
|
24.3K
$3.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
319+ 2.08% |
$43.9K - $47.7K
|
15.6K
$2.12M
|