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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.78K+ 20.25% |
$245K - $267K
|
10.6K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.78K+ 7.44% |
$245K - $266K
|
25.7K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.76KNew |
$243K - $264K
|
1.76K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.64KNew |
$225K - $245K
|
1.64K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.6KNew |
$220K - $239K
|
1.6K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.59KNew |
$219K - $238K
|
1.59K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.55KNew |
$213K - $232K
|
1.55K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.52KNew |
$209K - $228K
|
1.52K
$231K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$206K - $224K
|
1.5K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.46KNew |
$201K - $219K
|
1.46K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.46KNew |
$201K - $218K
|
1.46K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$199K - $217K
|
1.45K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.42KNew |
$196K - $213K
|
1.42K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.42KNew |
$195K - $213K
|
1.42K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.42KNew |
$195K - $212K
|
1.42K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.41KNew |
$194K - $211K
|
1.41K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.4KNew |
$193K - $210K
|
1.4K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 78.26% |
$193K - $210K
|
3.19K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $207K
|
1.38K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38KNew |
$189K - $206K
|
1.38K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.32K+ 15.99% |
$182K - $198K
|
9.58K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$179K - $194K
|
1.3K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.29K+ 5.46% |
$177K - $193K
|
24.9K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.55% |
$138K - $150K
|
7.87K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
992+ 2.92% |
$137K - $148K
|
34.9K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 47.5% |
$131K - $142K
|
2.95K
$448K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
844New |
$116K - $126K
|
844
$128K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
800+ 3.57% |
$110K - $120K
|
23.2K
$3.52M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
778+ 5.06% |
$107K - $116K
|
16.1K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
624New |
$85.9K - $93.4K
|
624
$94.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 9.78% |
$68.8K - $74.8K
|
5.61K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$55K - $59.9K
|
400
$60.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
302+ 50.33% |
$41.6K - $45.2K
|
902
$137K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
274+ 8.17% |
$37.7K - $41K
|
3.63K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.21% |
$37.4K - $40.7K
|
4.05K
$614K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
272+ 2.01% |
$37.4K - $40.7K
|
13.8K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
257New |
$35.4K - $38.5K
|
257
$39K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
251New |
$34.5K - $37.6K
|
251
$38.1K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
238New |
$32.8K - $35.6K
|
238
$36.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
216New |
$29.7K - $32.3K
|
216
$32.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
205+ 176.72% |
$28.2K - $30.7K
|
321
$48.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
202+ 13.58% |
$27.8K - $30.2K
|
1.69K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 31.88% |
$24.2K - $26.3K
|
728
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
176+ 16.67% |
$24.2K - $26.3K
|
1.23K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
155New |
$21.3K - $23.2K
|
155
$23.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
150New |
$20.6K - $22.5K
|
150
$22.8K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
135+ 8.81% |
$18.6K - $20.2K
|
1.67K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$18.6K - $20.2K
|
135
$20.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
130+ 2.62% |
$17.9K - $19.5K
|
5.08K
$772K
|
|