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 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 58.81% |
$754K - $820K
|
3.84K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.54K- 10.13% |
$762K - $829K
|
49.2K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.77K- 5.75% |
$794K - $864K
|
94.7K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.82K- 61.07% |
$801K - $871K
|
3.71K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 9.49% |
$810K - $881K
|
56.1K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.91K- 79.71% |
$813K - $884K
|
1.5K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-6.01K- 19.35% |
$827K - $900K
|
25K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.05K- 42.47% |
$833K - $906K
|
8.2K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.06K- 12.16% |
$834K - $908K
|
43.8K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.38K- 34.3% |
$878K - $955K
|
12.2K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.62K- 24.5% |
$911K - $991K
|
20.4K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.73K- 8.32% |
$927K - $1.01M
|
74.2K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-6.76K- 79.33% |
$930K - $1.01M
|
1.76K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-6.77K- 56.73% |
$931K - $1.01M
|
5.16K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.77K- 8.73% |
$931K - $1.01M
|
70.8K
$9.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-7.01K- 9.03% |
$964K - $1.05M
|
70.6K
$9.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.1K- 98.61% |
$977K - $1.06M
|
100
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.25K- 38.75% |
$998K - $1.09M
|
11.5K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7.27K- 15.67% |
$1M - $1.09M
|
39.1K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.31K- 36.06% |
$1.01M - $1.09M
|
13K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.32K- 16.49% |
$1.01M - $1.1M
|
37.1K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.53K- 32.46% |
$1.04M - $1.13M
|
15.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.59K- 10.54% |
$1.04M - $1.14M
|
64.4K
$8.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-7.6K- 66.59% |
$1.05M - $1.14M
|
3.81K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.63K- 14.82% |
$1.05M - $1.14M
|
43.9K
$5.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.72K- 44.72% |
$1.06M - $1.15M
|
9.54K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-7.85K- 26.33% |
$1.08M - $1.17M
|
22K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.94K- 2.14% |
$1.09M - $1.19M
|
364K
$49.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-8.1K- 4.17% |
$1.11M - $1.21M
|
186K
$25.2M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-8.14K- 3.9% |
$1.12M - $1.22M
|
201K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.35K- 30.43% |
$1.15M - $1.25M
|
19.1K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-8.4K- 1.64% |
$1.16M - $1.26M
|
504K
$68.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8.63K- 38.89% |
$1.19M - $1.29M
|
13.6K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.74K- 29.16% |
$1.2M - $1.31M
|
21.2K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.83K- 24.9% |
$1.21M - $1.32M
|
26.6K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-9.14K- 64.73% |
$1.26M - $1.37M
|
4.98K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.24K- 4.67% |
$1.27M - $1.38M
|
189K
$25.6M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-9.26K- 2.31% |
$1.27M - $1.39M
|
391K
$53M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.31K- 11.98% |
$1.28M - $1.39M
|
68.4K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.54K- 80.32% |
$1.31M - $1.43M
|
2.34K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.6K- 12.96% |
$1.32M - $1.44M
|
64.5K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-9.74K- 40.93% |
$1.34M - $1.46M
|
14.1K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.93K- 4.95% |
$1.37M - $1.49M
|
191K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 18.28% |
$1.38M - $1.5M
|
44.7K
$6.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-10.1K- 51.03% |
$1.39M - $1.52M
|
9.72K
$1.32M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 32.4% |
$1.42M - $1.55M
|
21.6K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.5K- 18.07% |
$1.44M - $1.57M
|
47.4K
$6.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 5.4% |
$1.44M - $1.57M
|
184K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-10.6K- 17.07% |
$1.46M - $1.58M
|
51.4K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11K- 55.59% |
$1.51M - $1.64M
|
8.78K
$1.19M
|