Latest Institutional Purchases of Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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
 -
52.1K
New
$7.39M - $7.96M
52.1K $7.91M
Jan 07, 2026 Q4 2025
Lake Hills Wealth Management, LLC

BUY
 -
44.8K
New
$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
 -
26.6K
New
$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 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 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
 -
3.88K
New
$551K - $593K
3.88K $589K
Jan 06, 2026 Q4 2025
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
3.19K
+ 4.71%
$453K - $487K
70.9K $10.8M
Jan 09, 2026 Q4 2025
Central Bank & Trust CO

BUY
 -
2.59K
+ 20.19%
$368K - $396K
15.4K $2.34M
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
 -
1.83K
New
$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 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
 -
1.65K
New
$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 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.37K
New
$195K - $210K
1.37K $209K
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.37K
New
$194K - $209K
1.37K $208K
Jan 07, 2026 Q4 2025
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
1.3K
New
$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 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
 -
345
New
$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 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
Jan 07, 2026 Q4 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
128
+ 7.27%
$18.2K - $19.6K
1.89K $287K
Jan 02, 2026 Q4 2025
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
95
+ 0.41%
$13.5K - $14.5K
23.4K $3.55M
Jan 09, 2026 Q4 2025
Constitution Capital LLC

Shelton, CT
BUY
 -
91
+ 0.16%
$12.9K - $13.9K
58.3K $8.85M
Jan 08, 2026 Q4 2025
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
75
+ 1.38%
$10.6K - $11.5K
5.5K $834K
Jan 08, 2026 Q4 2025
Mkt Advisors LLC

Escondido, CA
BUY
 -
69
+ 1.03%
$9.79K - $10.5K
6.75K $1.02M
Jan 06, 2026 Q4 2025
Investors Research Corp

BUY
 -
19
+ 2.18%
$2.7K - $2.9K
892 $135K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
13
+ 108.33%
$1.85K - $1.99K
25 $3.8K
Jan 08, 2026 Q4 2025
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
13
+ 2.48%
$1.85K - $1.99K
538 $81.7K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
10
+ 0.26%
$1.42K - $1.53K
3.92K $596K
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

BUY
 -
10
+ 0.09%
$1.42K - $1.53K
10.8K $1.65M
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
10
+ 0.53%
$1.42K - $1.53K
1.9K $288K
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
2
+ 0.19%
$284 - $306
1.04K $157K

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