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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 7.48% |
$36.2K - $40.5K
|
3.48K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-315- 23.92% |
$40.6K - $45.5K
|
1K
$136K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-350- 5.47% |
$45.1K - $50.5K
|
6.05K
$821K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-360- 14.62% |
$46.4K - $51.9K
|
2.1K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-376- 7.28% |
$48.4K - $54.3K
|
4.79K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-384- 4.26% |
$49.4K - $55.4K
|
8.62K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-399- 18.44% |
$51.4K - $57.6K
|
1.77K
$239K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-403- 14.63% |
$51.9K - $58.2K
|
2.35K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-406- 13.06% |
$52.3K - $58.6K
|
2.7K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-425- 35.71% |
$54.7K - $61.3K
|
765
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-436- 19.08% |
$56.1K - $62.9K
|
1.85K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-466- 5.4% |
$60K - $67.2K
|
8.16K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-475- 17.01% |
$61.2K - $68.5K
|
2.32K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-476- 4.5% |
$61.3K - $68.7K
|
10.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-484- 20.02% |
$62.3K - $69.8K
|
1.93K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-489- 77.37% |
$63K - $70.6K
|
143
$19.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-492- 2.28% |
$63.4K - $71K
|
21K
$2.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-492- 14.48% |
$63.4K - $71K
|
2.91K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-500- 13.11% |
$64.4K - $72.2K
|
3.31K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-525- 3.55% |
$67.6K - $75.8K
|
14.3K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-531- 3.92% |
$68.4K - $76.6K
|
13K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-534- 4.44% |
$68.8K - $77.1K
|
11.5K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-541- 11.69% |
$69.7K - $78.1K
|
4.09K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-551- 6.16% |
$71K - $79.5K
|
8.4K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-551- 7.84% |
$71K - $79.5K
|
6.48K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-555- 2.01% |
$71.5K - $80.1K
|
27.1K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-560- 7.89% |
$72.1K - $80.8K
|
6.54K
$887K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-570- 14.17% |
$73.4K - $82.3K
|
3.45K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-610- 13.72% |
$78.5K - $88K
|
3.84K
$520K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-613- 1.01% |
$78.9K - $88.5K
|
60.1K
$8.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-616- 21.98% |
$79.3K - $88.9K
|
2.19K
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-621- 13.73% |
$80K - $89.6K
|
3.9K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-622- 25.24% |
$80.1K - $89.8K
|
1.84K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-625- 4.64% |
$80.5K - $90.2K
|
12.8K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-650- 3.66% |
$83.7K - $93.8K
|
17.1K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-668- 17.92% |
$86K - $96.4K
|
3.06K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-681- 19.13% |
$87.7K - $98.3K
|
2.88K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 11.92% |
$103K - $115K
|
5.91K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-806- 0.73% |
$104K - $116K
|
110K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-811- 22.55% |
$104K - $117K
|
2.79K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-864- 17.42% |
$111K - $125K
|
4.1K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-875- 17.78% |
$113K - $126K
|
4.05K
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-912- 8.29% |
$117K - $132K
|
10.1K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-914- 30.6% |
$118K - $132K
|
2.07K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-917- 5.75% |
$118K - $132K
|
15K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-995- 2.37% |
$128K - $144K
|
41K
$5.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.03K- 27.82% |
$133K - $149K
|
2.68K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.03K- 37.24% |
$133K - $149K
|
1.74K
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.1K- 10.74% |
$142K - $159K
|
9.16K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.14K- 23.47% |
$147K - $164K
|
3.71K
$503K
|