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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-299- 1.09% |
$41.1K - $44.8K
|
27.2K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-300- 50.0% |
$41.3K - $44.9K
|
300
$40.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 39.58% |
$41.3K - $44.9K
|
458
$62.1K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-300- 7.07% |
$41.3K - $44.9K
|
3.94K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-309- 7.67% |
$42.5K - $46.3K
|
3.72K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-313- 4.7% |
$43.1K - $46.8K
|
6.35K
$861K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-319- 17.08% |
$43.9K - $47.7K
|
1.55K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-322- 4.9% |
$44.3K - $48.2K
|
6.25K
$847K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-330- 16.22% |
$45.4K - $49.4K
|
1.71K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-336- 0.46% |
$46.2K - $50.3K
|
72.7K
$9.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-340- 14.07% |
$46.8K - $50.9K
|
2.08K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-341- 9.53% |
$46.9K - $51K
|
3.24K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-342- 1.95% |
$47.1K - $51.2K
|
17.2K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-344- 8.49% |
$47.3K - $51.5K
|
3.71K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-349- 1.59% |
$48K - $52.2K
|
21.5K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-350- 7.34% |
$48.2K - $52.4K
|
4.42K
$599K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-354- 8.75% |
$48.7K - $53K
|
3.69K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-360- 12.75% |
$49.5K - $53.9K
|
2.46K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-364- 13.46% |
$50.1K - $54.5K
|
2.34K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-365- 3.61% |
$50.2K - $54.6K
|
9.75K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-367- 7.39% |
$50.5K - $54.9K
|
4.6K
$624K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-375- 0.88% |
$51.6K - $56.1K
|
42K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-378- 1.68% |
$52K - $56.6K
|
22.1K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-386- 20.03% |
$53.1K - $57.8K
|
1.54K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-394- 34.81% |
$54.2K - $59K
|
738
$100K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-395- 14.16% |
$54.4K - $59.1K
|
2.4K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-400- 18.84% |
$55K - $59.9K
|
1.72K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-403- 20.32% |
$55.5K - $60.3K
|
1.58K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-419- 5.49% |
$57.7K - $62.7K
|
7.21K
$978K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-420- 2.26% |
$57.8K - $62.9K
|
18.1K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-428- 3.26% |
$58.9K - $64.1K
|
12.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-448- 16.71% |
$61.6K - $67.1K
|
2.23K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-455- 4.21% |
$62.6K - $68.1K
|
10.3K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-456- 0.69% |
$62.8K - $68.3K
|
65.3K
$8.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-463- 23.44% |
$63.7K - $69.3K
|
1.51K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-465- 20.42% |
$64K - $69.6K
|
1.81K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-466- 27.92% |
$64.1K - $69.8K
|
1.2K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-468- 2.24% |
$64.4K - $70.1K
|
20.5K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-478- 17.32% |
$65.8K - $71.5K
|
2.28K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-481- 25.08% |
$66.2K - $72K
|
1.44K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-483- 4.33% |
$66.5K - $72.3K
|
10.7K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-485- 5.62% |
$66.7K - $72.6K
|
8.15K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-497- 3.25% |
$68.4K - $74.4K
|
14.8K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-500- 2.89% |
$68.8K - $74.8K
|
16.8K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-500- 79.37% |
$68.8K - $74.8K
|
130
$17.6K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-501- 72.19% |
$68.9K - $75K
|
193
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-504- 0.7% |
$69.4K - $75.4K
|
71.2K
$9.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-505- 2.07% |
$69.5K - $75.6K
|
23.9K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-507- 1.75% |
$69.8K - $75.9K
|
28.4K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-510- 0.29% |
$70.2K - $76.3K
|
175K
$23.7M
|