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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 15.13% |
$229K - $249K
|
9.32K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 11.03% |
$231K - $251K
|
13.5K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.72K- 16.94% |
$236K - $257K
|
8.42K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 9.47% |
$237K - $258K
|
16.4K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.75K- 0.87% |
$241K - $262K
|
199K
$26.9M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.77K- 7.44% |
$243K - $265K
|
22K
$2.98M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.78K- 25.34% |
$245K - $266K
|
5.24K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.8K- 7.15% |
$247K - $269K
|
23.3K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 3.98% |
$248K - $270K
|
43.4K
$5.89M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.81K- 13.16% |
$249K - $271K
|
12K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.85K- 38.25% |
$254K - $276K
|
2.98K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-1.85K- 3.75% |
$255K - $277K
|
47.6K
$6.45M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.86K- 6.7% |
$256K - $278K
|
25.9K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.87K- 12.03% |
$257K - $280K
|
13.7K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.88K- 4.89% |
$259K - $281K
|
36.5K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.88K- 13.3% |
$259K - $282K
|
12.3K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.96K- 27.16% |
$270K - $293K
|
5.25K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.97K- 32.71% |
$271K - $294K
|
4.05K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2K- 10.05% |
$275K - $299K
|
17.9K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2K- 26.24% |
$275K - $299K
|
5.62K
$762K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.01K- 10.13% |
$276K - $300K
|
17.8K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.04K- 27.5% |
$280K - $305K
|
5.37K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.06K- 45.99% |
$283K - $308K
|
2.42K
$328K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.06K- 10.36% |
$283K - $308K
|
17.8K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.09K- 1.08% |
$288K - $313K
|
191K
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.11K- 19.97% |
$290K - $316K
|
8.46K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.13K- 4.79% |
$294K - $319K
|
42.4K
$5.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 20.13% |
$296K - $322K
|
8.53K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.16K- 29.36% |
$298K - $324K
|
5.2K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.19K- 10.0% |
$301K - $327K
|
19.7K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.19K- 2.76% |
$302K - $328K
|
77.3K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.2K- 17.67% |
$303K - $330K
|
10.3K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.21K- 30.07% |
$305K - $331K
|
5.15K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.22K- 25.41% |
$306K - $333K
|
6.53K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 2.48% |
$309K - $337K
|
88.3K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.26K- 8.22% |
$311K - $338K
|
25.2K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.26K- 11.58% |
$311K - $338K
|
17.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.29K- 4.23% |
$315K - $343K
|
51.8K
$7.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.32K- 29.49% |
$319K - $347K
|
5.55K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.36K- 34.77% |
$325K - $353K
|
4.43K
$601K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.39K- 26.53% |
$329K - $357K
|
6.61K
$897K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.44K- 39.57% |
$336K - $365K
|
3.73K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 13.03% |
$336K - $366K
|
16.3K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-2.45K- 39.84% |
$337K - $366K
|
3.7K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.49K- 2.02% |
$342K - $372K
|
121K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.5K- 45.92% |
$344K - $374K
|
2.95K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.54K- 22.29% |
$349K - $380K
|
8.84K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.68K- 43.89% |
$369K - $401K
|
3.43K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.76K- 1.2% |
$380K - $413K
|
226K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.76K- 26.74% |
$380K - $414K
|
7.57K
$1.03M
|