Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)
This list provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
52.1KNew |
$7.39M - $7.96M
|
52.1K
$7.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
44.8KNew |
$6.36M - $6.85M
|
44.8K
$6.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.4K+ 37.75% |
$5.88M - $6.33M
|
151K
$23M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
26.6KNew |
$3.77M - $4.06M
|
26.6K
$4.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25K+ 88.62% |
$3.55M - $3.83M
|
53.3K
$8.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
13KNew |
$1.85M - $1.99M
|
13K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.8K+ 168.08% |
$1.54M - $1.65M
|
17.2K
$2.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.84K+ 6.3% |
$1.4M - $1.5M
|
166K
$25.2M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.84K+ 214.99% |
$1.4M - $1.5M
|
14.4K
$2.19M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
5.8K+ 9.26% |
$823K - $887K
|
68.4K
$10.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.58K+ 187.14% |
$791K - $852K
|
8.55K
$1.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.39K+ 69.47% |
$624K - $671K
|
10.7K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.88KNew |
$551K - $593K
|
3.88K
$589K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.79K+ 10.66% |
$538K - $579K
|
39.3K
$5.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.19K+ 4.71% |
$453K - $487K
|
70.9K
$10.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$417K - $449K
|
2.94K
$446K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.59K+ 20.19% |
$368K - $396K
|
15.4K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$359K - $387K
|
2.53K
$384K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.2K+ 73.99% |
$313K - $337K
|
5.18K
$786K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.06K+ 3.47% |
$292K - $315K
|
61.5K
$9.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.83KNew |
$259K - $279K
|
1.83K
$278K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.77K+ 56.63% |
$252K - $271K
|
4.9K
$745K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.75K+ 57.35% |
$249K - $268K
|
4.8K
$729K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.69K+ 9.96% |
$240K - $259K
|
18.7K
$2.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 39.7% |
$237K - $255K
|
5.88K
$893K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$235K - $253K
|
1.65K
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.59K+ 1.12% |
$226K - $244K
|
143K
$21.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.53KNew |
$217K - $234K
|
1.53K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.37KNew |
$194K - $209K
|
1.37K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 1.17% |
$185K - $200K
|
112K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.3KNew |
$185K - $199K
|
1.3K
$198K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 21.93% |
$157K - $169K
|
6.16K
$935K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
981+ 1.15% |
$139K - $150K
|
86.1K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
894+ 49.64% |
$127K - $137K
|
2.7K
$409K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
833+ 3.31% |
$118K - $127K
|
26K
$3.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770+ 28.25% |
$109K - $118K
|
3.5K
$531K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
496+ 5.59% |
$70.4K - $75.8K
|
9.36K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
442+ 8.52% |
$62.7K - $67.5K
|
5.63K
$854K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
350+ 20.06% |
$49.7K - $53.5K
|
2.1K
$318K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
345New |
$49K - $52.7K
|
345
$52.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
331+ 4.12% |
$47K - $50.6K
|
8.36K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
330New |
$46.8K - $50.4K
|
330
$50.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
300+ 9.18% |
$42.6K - $45.8K
|
3.57K
$542K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
288+ 5.03% |
$40.9K - $44K
|
6.02K
$913K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
286+ 8.23% |
$40.6K - $43.7K
|
3.76K
$571K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
237+ 1.28% |
$33.6K - $36.2K
|
18.8K
$2.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
195+ 63.93% |
$27.7K - $29.8K
|
500
$75.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
185+ 1.33% |
$26.3K - $28.3K
|
14.1K
$2.14M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
160+ 94.12% |
$22.7K - $24.5K
|
330
$50.1K
|
|