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 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 28.18% |
$149K - $167K
|
2.95K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.42% |
$152K - $171K
|
47.7K
$6.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.34K- 44.55% |
$173K - $194K
|
1.67K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.55K- 5.62% |
$199K - $223K
|
26K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.57K- 5.64% |
$202K - $226K
|
26.2K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 13.54% |
$206K - $231K
|
10.2K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.68K- 16.22% |
$216K - $242K
|
8.67K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.76K- 4.82% |
$227K - $254K
|
34.8K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.77K- 40.11% |
$228K - $255K
|
2.64K
$358K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 34.22% |
$231K - $259K
|
3.45K
$468K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.85K- 33.39% |
$238K - $267K
|
3.69K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.92K- 29.93% |
$247K - $276K
|
4.48K
$608K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 1.3% |
$247K - $277K
|
145K
$19.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 5.36% |
$248K - $278K
|
34K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.09K- 4.88% |
$269K - $302K
|
40.8K
$5.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.18K- 5.66% |
$281K - $315K
|
36.4K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.23K- 2.29% |
$287K - $322K
|
95.1K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.33K- 10.74% |
$300K - $336K
|
19.3K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.35K- 17.2% |
$303K - $339K
|
11.3K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.65K- 1.7% |
$341K - $383K
|
153K
$20.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.66K- 1.85% |
$342K - $384K
|
141K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.78K- 41.1% |
$358K - $401K
|
3.98K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.86K- 7.28% |
$368K - $413K
|
36.4K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 13.53% |
$384K - $430K
|
19.1K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.02K- 3.96% |
$389K - $436K
|
73.3K
$9.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.28K- 11.42% |
$422K - $473K
|
25.4K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3.62K- 16.47% |
$466K - $523K
|
18.4K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.13K- 4.97% |
$532K - $596K
|
78.9K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.24K- 53.22% |
$546K - $611K
|
3.73K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.67K- 7.15% |
$601K - $674K
|
60.6K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.87K- 49.51% |
$627K - $703K
|
4.97K
$673K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.09K- 35.27% |
$655K - $734K
|
9.34K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.57K- 69.45% |
$718K - $804K
|
2.45K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.26K- 64.0% |
$805K - $903K
|
3.52K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.37K- 18.65% |
$820K - $919K
|
27.8K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.66K- 28.43% |
$857K - $961K
|
16.8K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.29K- 13.39% |
$1.07M - $1.2M
|
53.6K
$7.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.54K- 19.46% |
$1.1M - $1.23M
|
35.3K
$4.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-8.97K- 47.85% |
$1.16M - $1.29M
|
9.78K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10.4K- 47.61% |
$1.34M - $1.5M
|
11.4K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9K- 44.08% |
$1.4M - $1.57M
|
13.8K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-19K- 86.36% |
$2.45M - $2.74M
|
3K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-20.1K- 12.25% |
$2.58M - $2.9M
|
144K
$19.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-20.1K- 25.97% |
$2.58M - $2.9M
|
57.2K
$7.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-28.2K- 44.07% |
$3.63M - $4.07M
|
35.8K
$4.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-29.9K- 47.28% |
$3.85M - $4.32M
|
33.4K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-30.7K- 88.84% |
$3.95M - $4.42M
|
3.85K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-31.6K- 76.18% |
$4.07M - $4.57M
|
9.89K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-37.9K- 1.21% |
$4.89M - $5.47M
|
3.09M
$419M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-40.6K- 57.57% |
$5.23M - $5.86M
|
29.9K
$4.06M
|