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 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
2.35K+ 23.87% |
$323K - $351K
|
12.2K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.34KNew |
$321K - $350K
|
2.34K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 44.51% |
$321K - $349K
|
7.58K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.33KNew |
$321K - $349K
|
2.33K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.29K+ 14.28% |
$315K - $343K
|
18.3K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.26K+ 4.44% |
$311K - $339K
|
53.2K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.26KNew |
$311K - $338K
|
2.26K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 8.96% |
$310K - $337K
|
27.4K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.25K+ 65.31% |
$309K - $336K
|
5.69K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.2K+ 28.41% |
$302K - $329K
|
9.93K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.19K+ 47.96% |
$302K - $328K
|
6.76K
$917K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.19K+ 90.42% |
$301K - $328K
|
4.61K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 0.94% |
$301K - $327K
|
234K
$31.7M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$298K - $325K
|
2.17K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.12K+ 6.82% |
$292K - $317K
|
33.2K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 19.41% |
$289K - $314K
|
12.9K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.08K+ 10.32% |
$286K - $311K
|
22.2K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.08K+ 20.88% |
$286K - $311K
|
12K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$284K - $309K
|
2.07K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.06KNew |
$284K - $309K
|
2.06K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.05K+ 21.09% |
$282K - $306K
|
11.8K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.98KNew |
$272K - $296K
|
1.98K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.98K+ 81.11% |
$272K - $296K
|
4.41K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.94KNew |
$267K - $291K
|
1.94K
$263K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.94K+ 27.65% |
$267K - $290K
|
8.95K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.94K+ 61.5% |
$266K - $290K
|
5.08K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 1.28% |
$264K - $287K
|
152K
$20.6M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$263K - $286K
|
1.91K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 6.04% |
$262K - $285K
|
33.5K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.89KNew |
$260K - $283K
|
1.89K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 23.84% |
$260K - $282K
|
9.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.88K+ 4.56% |
$258K - $281K
|
43K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.88K+ 8.46% |
$258K - $281K
|
24K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.87K+ 15.01% |
$258K - $280K
|
14.4K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.86KNew |
$255K - $278K
|
1.86K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 22.39% |
$255K - $278K
|
10.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.85KNew |
$254K - $276K
|
1.85K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.83KNew |
$252K - $274K
|
1.83K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$252K - $274K
|
1.83K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 41.38% |
$249K - $271K
|
6.18K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.8K+ 3.41% |
$247K - $269K
|
54.5K
$7.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.79K+ 70.28% |
$246K - $268K
|
4.33K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.78K+ 20.25% |
$245K - $267K
|
10.6K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.78K+ 7.44% |
$245K - $266K
|
25.7K
$3.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.76KNew |
$243K - $264K
|
1.76K
$239K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.76K+ 82.05% |
$242K - $263K
|
3.89K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.75K+ 13.29% |
$241K - $262K
|
14.9K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 1.19% |
$238K - $259K
|
148K
$20M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.72KNew |
$236K - $257K
|
1.72K
$233K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.71K+ 45.06% |
$235K - $256K
|
5.5K
$745K
|