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 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.7K+ 30.76% |
$241K - $259K
|
7.21K
$1.09M
|
|
|
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 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.64K+ 10.73% |
$233K - $251K
|
17K
$2.58M
|
|
|
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 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.52KNew |
$215K - $232K
|
1.52K
$230K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.51K+ 5.38% |
$214K - $230K
|
29.5K
$4.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.43K+ 17.14% |
$203K - $218K
|
9.76K
$1.48M
|
|
|
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 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.37KNew |
$194K - $209K
|
1.37K
$207K
|
|
|
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 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.01K+ 11.0% |
$143K - $154K
|
10.1K
$1.54M
|
|
|
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 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
869+ 14.58% |
$123K - $133K
|
6.83K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
833+ 3.31% |
$118K - $127K
|
26K
$3.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
781+ 21.59% |
$111K - $119K
|
4.4K
$668K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
770+ 28.25% |
$109K - $118K
|
3.5K
$531K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765+ 183.89% |
$109K - $117K
|
1.18K
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
763+ 21.05% |
$108K - $117K
|
4.39K
$666K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
706+ 1.06% |
$100K - $108K
|
67.5K
$10.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
603+ 29.93% |
$85.6K - $92.2K
|
2.62K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
528+ 3.37% |
$74.9K - $80.7K
|
16.2K
$2.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
496+ 5.59% |
$70.4K - $75.8K
|
9.36K
$1.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
470+ 0.27% |
$66.7K - $71.8K
|
177K
$26.8M
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405+ 2.0% |
$57.5K - $61.9K
|
20.7K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
400New |
$56.8K - $61.1K
|
400
$60.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
389New |
$55.2K - $59.4K
|
389
$59.1K
|
|
|
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 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
313+ 1.56% |
$44.4K - $47.8K
|
20.4K
$3.09M
|
|
|
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 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
271+ 18.18% |
$38.5K - $41.4K
|
1.76K
$268K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
253+ 10.21% |
$35.9K - $38.7K
|
2.73K
$415K
|
|
|
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 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
186+ 1.12% |
$26.4K - $28.4K
|
16.8K
$2.55M
|
|
|
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 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180+ 6.43% |
$25.6K - $27.5K
|
2.98K
$452K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
180+ 4.01% |
$25.6K - $27.5K
|
4.67K
$710K
|
|