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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
212+ 19.19% |
$29.2K - $31.7K
|
1.32K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
210+ 7.48% |
$28.9K - $31.4K
|
3.02K
$409K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
209+ 4.77% |
$28.8K - $31.3K
|
4.59K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
208+ 9.22% |
$28.6K - $31.1K
|
2.47K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
205+ 176.72% |
$28.2K - $30.7K
|
321
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
205+ 9.97% |
$28.2K - $30.7K
|
2.26K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
204+ 5.39% |
$28.1K - $30.5K
|
3.99K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
202+ 13.58% |
$27.8K - $30.2K
|
1.69K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
201+ 3.92% |
$27.7K - $30.1K
|
5.33K
$723K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
193+ 4.46% |
$26.6K - $28.9K
|
4.52K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
193+ 31.13% |
$26.6K - $28.9K
|
813
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
191+ 4.02% |
$26.3K - $28.6K
|
4.94K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
187+ 6.73% |
$25.7K - $28K
|
2.97K
$402K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
184+ 4.09% |
$25.3K - $27.5K
|
4.68K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
181+ 0.76% |
$24.9K - $27.1K
|
24K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
180+ 4.69% |
$24.8K - $26.9K
|
4.02K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
179+ 0.55% |
$24.6K - $26.8K
|
32.7K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
177+ 2.81% |
$24.4K - $26.5K
|
6.47K
$877K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
176+ 12.92% |
$24.2K - $26.3K
|
1.54K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
176+ 16.67% |
$24.2K - $26.3K
|
1.23K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 31.88% |
$24.2K - $26.3K
|
728
$98.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
174+ 5.4% |
$23.9K - $26K
|
3.4K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
171+ 2.19% |
$23.5K - $25.6K
|
7.96K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
170+ 2.07% |
$23.4K - $25.4K
|
8.38K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
169+ 0.77% |
$23.3K - $25.3K
|
22.2K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
167+ 1.46% |
$23K - $25K
|
11.6K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
166+ 10.13% |
$22.8K - $24.8K
|
1.81K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
164+ 5.79% |
$22.6K - $24.5K
|
3K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
160+ 3.6% |
$22K - $23.9K
|
4.61K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
157+ 0.81% |
$21.6K - $23.5K
|
19.5K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
157+ 3.36% |
$21.6K - $23.5K
|
4.83K
$654K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
156+ 3.27% |
$21.5K - $23.4K
|
4.92K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
155New |
$21.3K - $23.2K
|
155
$21K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
152+ 1.45% |
$20.9K - $22.8K
|
10.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
152+ 7.47% |
$20.9K - $22.8K
|
2.19K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
151+ 116.15% |
$20.8K - $22.6K
|
281
$38.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
151+ 1.62% |
$20.8K - $22.6K
|
9.45K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
151+ 4.92% |
$20.8K - $22.6K
|
3.22K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
150New |
$20.6K - $22.5K
|
150
$20.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150+ 33.11% |
$20.6K - $22.5K
|
603
$81.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
149+ 7.59% |
$20.5K - $22.3K
|
2.11K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
147+ 2.61% |
$20.2K - $22K
|
5.78K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
147+ 3.73% |
$20.2K - $22K
|
4.09K
$554K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
145+ 6.64% |
$20K - $21.7K
|
2.33K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142+ 0.97% |
$19.5K - $21.3K
|
14.8K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
141+ 1.92% |
$19.4K - $21.1K
|
7.49K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
138+ 3.08% |
$19K - $20.7K
|
4.62K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
137+ 0.56% |
$18.9K - $20.5K
|
24.6K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$18.6K - $20.2K
|
135
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
135+ 0.68% |
$18.6K - $20.2K
|
20K
$2.71M
|