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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.91% |
$4.77K - $5.17K
|
4.12K
$626K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
34+ 8.92% |
$4.39K - $4.75K
|
415
$63K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 3.09% |
$4.13K - $4.47K
|
1.07K
$162K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31+ 1.8% |
$4K - $4.33K
|
1.76K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
30+ 1.57% |
$3.87K - $4.19K
|
1.94K
$295K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 1.57% |
$3.87K - $4.19K
|
1.94K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
29+ 6.55% |
$3.74K - $4.05K
|
472
$71.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
28+ 80.0% |
$3.61K - $3.91K
|
63
$9.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 7.24% |
$3.48K - $3.77K
|
400
$60.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27New |
$3.48K - $3.77K
|
27
$4.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.45% |
$3.23K - $3.49K
|
5.54K
$841K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 1.56% |
$3.1K - $3.35K
|
1.56K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
23+ 0.43% |
$2.97K - $3.21K
|
5.41K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 0.15% |
$2.71K - $2.93K
|
14.2K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
19+ 1.26% |
$2.45K - $2.65K
|
1.52K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.66% |
$2.06K - $2.24K
|
2.43K
$369K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16+ 0.34% |
$2.06K - $2.24K
|
4.69K
$711K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.25% |
$2.06K - $2.24K
|
6.53K
$991K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
15+ 0.41% |
$1.94K - $2.1K
|
3.71K
$563K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.46% |
$1.81K - $1.96K
|
3.05K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13New |
$1.68K - $1.82K
|
13
$1.97K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 0.25% |
$1.42K - $1.54K
|
4.46K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11+ 0.38% |
$1.42K - $1.54K
|
2.88K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.55% |
$1.29K - $1.4K
|
1.82K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.12K
|
19.1K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$1.03K - $1.12K
|
27K
$4.11M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.42% |
$1.03K - $1.12K
|
1.9K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7+ 0.43% |
$903 - $978
|
1.64K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.21% |
$903 - $978
|
3.41K
$518K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.29% |
$903 - $978
|
2.39K
$363K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
7+ 0.09% |
$903 - $978
|
8.07K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
7+ 58.33% |
$903 - $978
|
19
$2.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6+ 0.17% |
$774 - $838
|
3.53K
$537K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6+ 0.09% |
$774 - $838
|
6.32K
$960K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 0.08% |
$516 - $559
|
5.22K
$792K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 2.65% |
$387 - $419
|
116
$17.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$387 - $419
|
805
$122K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$258 - $279
|
2.12K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.39% |
$258 - $279
|
512
$77.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.1% |
$258 - $279
|
1.96K
$297K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.03% |
$129 - $140
|
3.99K
$605K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$129 - $140
|
1.19K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.48% |
$129 - $140
|
208
$31.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.08% |
$129 - $140
|
1.18K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.84% |
$129 - $140
|
120
$18.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.06% |
$129 - $140
|
1.81K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$129 - $140
|
435
$66K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.34% |
$129 - $140
|
295
$44.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $140
|
2.79K
$424K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$129 - $140
|
673
$102K
|
|