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
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 1.62% |
$43.8K - $47.6K
|
20K
$2.71M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
318+ 14.37% |
$43.8K - $47.6K
|
2.53K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
317+ 13.16% |
$43.6K - $47.4K
|
2.73K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
313+ 19.57% |
$43.1K - $46.8K
|
1.91K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
306New |
$42.1K - $45.8K
|
306
$41.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
302+ 50.33% |
$41.6K - $45.2K
|
902
$122K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 5.51% |
$41.3K - $44.9K
|
5.75K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 32.33% |
$41.3K - $44.9K
|
1.23K
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
296+ 3.39% |
$40.7K - $44.3K
|
9.04K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
295+ 14.91% |
$40.6K - $44.2K
|
2.27K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
293+ 15.01% |
$40.3K - $43.9K
|
2.25K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
292+ 16.71% |
$40.2K - $43.7K
|
2.04K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
285+ 15.88% |
$39.2K - $42.7K
|
2.08K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
277+ 2.3% |
$38.1K - $41.5K
|
12.3K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
275+ 3.15% |
$37.8K - $41.2K
|
9.01K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
274+ 8.17% |
$37.7K - $41K
|
3.63K
$492K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
272+ 2.01% |
$37.4K - $40.7K
|
13.8K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.21% |
$37.4K - $40.7K
|
4.05K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
270+ 3.22% |
$37.2K - $40.4K
|
8.66K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
269+ 0.86% |
$37K - $40.3K
|
31.5K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
264New |
$36.3K - $39.5K
|
264
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
263+ 0.34% |
$36.2K - $39.4K
|
76.8K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
260+ 0.95% |
$35.8K - $38.9K
|
27.8K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$35.4K - $38.5K
|
257
$34.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
256+ 13.1% |
$35.2K - $38.3K
|
2.21K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
253+ 0.4% |
$34.8K - $37.9K
|
64.1K
$8.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
251New |
$34.5K - $37.6K
|
251
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
250+ 3.94% |
$34.4K - $37.4K
|
6.59K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 3.47% |
$34.4K - $37.4K
|
7.45K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249+ 34.34% |
$34.3K - $37.3K
|
974
$132K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
249+ 9.99% |
$34.3K - $37.3K
|
2.74K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
241+ 0.74% |
$33.2K - $36.1K
|
32.8K
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
238New |
$32.8K - $35.6K
|
238
$32.3K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
231+ 3.17% |
$31.8K - $34.6K
|
7.52K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
230+ 4.91% |
$31.7K - $34.4K
|
4.91K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
230+ 10.06% |
$31.7K - $34.4K
|
2.52K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
229+ 2.8% |
$31.5K - $34.3K
|
8.41K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
227+ 227.0% |
$31.2K - $34K
|
327
$44.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
227+ 1.51% |
$31.2K - $34K
|
15.3K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
226+ 0.88% |
$31.1K - $33.8K
|
25.8K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
225+ 3.64% |
$31K - $33.7K
|
6.4K
$868K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
225+ 3.03% |
$31K - $33.7K
|
7.64K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
225+ 0.81% |
$31K - $33.7K
|
28.1K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
224+ 2.13% |
$30.8K - $33.5K
|
10.8K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
220+ 10.89% |
$30.3K - $32.9K
|
2.24K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
220+ 9.8% |
$30.3K - $32.9K
|
2.46K
$334K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
219+ 10.84% |
$30.1K - $32.8K
|
2.24K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
217+ 1.17% |
$29.9K - $32.5K
|
18.8K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$29.7K - $32.3K
|
216
$29.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
215+ 6.49% |
$29.6K - $32.2K
|
3.53K
$479K
|