Purchases and Sales Made in Q2 2025 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6- 0.22% |
$773 - $866
|
2.75K
$373K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-6- 0.22% |
$773 - $866
|
2.77K
$376K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.27% |
$773 - $866
|
2.25K
$306K
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13- 0.12% |
$1.67K - $1.88K
|
11.1K
$1.51M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 0.53% |
$2.06K - $2.31K
|
2.98K
$404K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-20- 0.21% |
$2.58K - $2.89K
|
9.73K
$1.32M
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-32- 0.52% |
$4.12K - $4.62K
|
6.18K
$837K
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-32- 0.26% |
$4.12K - $4.62K
|
12.2K
$1.66M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-34- 0.38% |
$4.38K - $4.91K
|
8.91K
$1.21M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 78.43% |
$5.15K - $5.77K
|
11
$1.49K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-42- 0.91% |
$5.41K - $6.06K
|
4.58K
$620K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-49- 1.26% |
$6.31K - $7.07K
|
3.85K
$522K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-58- 3.4% |
$7.47K - $8.37K
|
1.65K
$223K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-70- 1.72% |
$9.01K - $10.1K
|
4.01K
$544K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 3.45% |
$9.01K - $10.1K
|
1.96K
$266K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-71- 0.78% |
$9.14K - $10.2K
|
9K
$1.22M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-80- 91.95% |
$10.3K - $11.5K
|
7
$949
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-86- 87.76% |
$11.1K - $12.4K
|
12
$1.63K
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-88- 2.08% |
$11.3K - $12.7K
|
4.14K
$561K
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-89- 4.03% |
$11.5K - $12.8K
|
2.12K
$287K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-92- 1.69% |
$11.8K - $13.3K
|
5.35K
$725K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-92- 2.01% |
$11.8K - $13.3K
|
4.48K
$607K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-95- 2.58% |
$12.2K - $13.7K
|
3.59K
$486K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-95- 3.89% |
$12.2K - $13.7K
|
2.35K
$318K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-99- 0.41% |
$12.7K - $14.3K
|
23.9K
$3.24M
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100Closed |
$12.9K - $14.4K
|
0
$0
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-110- 4.98% |
$14.2K - $15.9K
|
2.1K
$285K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-139- 1.01% |
$17.9K - $20.1K
|
13.7K
$1.85M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-139- 0.77% |
$17.9K - $20.1K
|
18K
$2.44M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-141- 2.13% |
$18.2K - $20.3K
|
6.49K
$880K
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-147- 86.47% |
$18.9K - $21.2K
|
23
$3.12K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-155- 47.4% |
$20K - $22.4K
|
172
$23.3K
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-160- 8.32% |
$20.6K - $23.1K
|
1.76K
$239K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-164- 2.66% |
$21.1K - $23.7K
|
6K
$813K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-174- 5.53% |
$22.4K - $25.1K
|
2.98K
$403K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-190- 0.96% |
$24.5K - $27.4K
|
19.5K
$2.65M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-195- 9.22% |
$25.1K - $28.1K
|
1.92K
$260K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-215- 5.56% |
$27.7K - $31K
|
3.65K
$495K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-231- 1.17% |
$29.7K - $33.3K
|
19.5K
$2.64M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-236- 8.01% |
$30.4K - $34.1K
|
2.71K
$367K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-241- 22.63% |
$31K - $34.8K
|
824
$112K
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-243- 6.92% |
$31.3K - $35.1K
|
3.27K
$443K
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-243- 5.08% |
$31.3K - $35.1K
|
4.54K
$616K
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-247- 0.29% |
$31.8K - $35.6K
|
84.9K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-250- 10.58% |
$32.2K - $36.1K
|
2.11K
$287K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-250- 2.36% |
$32.2K - $36.1K
|
10.4K
$1.4M
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-250- 0.69% |
$32.2K - $36.1K
|
36K
$4.89M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-256- 4.69% |
$33K - $36.9K
|
5.2K
$705K
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-258- 1.5% |
$33.2K - $37.2K
|
17K
$2.3M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-275- 11.03% |
$35.4K - $39.7K
|
2.22K
$301K
|