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 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 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
895New |
$127K - $137K
|
895
$136K
|
|
|
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 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
747+ 249.0% |
$106K - $114K
|
1.05K
$159K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
732+ 8.74% |
$104K - $112K
|
9.11K
$1.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
720+ 41.59% |
$102K - $110K
|
2.45K
$372K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
706+ 1.06% |
$100K - $108K
|
67.5K
$10.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
645+ 42.83% |
$91.6K - $98.6K
|
2.15K
$327K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
626+ 4.31% |
$88.9K - $95.7K
|
15.1K
$2.3M
|
|
|
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 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
528+ 0.98% |
$74.9K - $80.7K
|
54.2K
$8.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
528+ 3.37% |
$74.9K - $80.7K
|
16.2K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
518New |
$73.5K - $79.2K
|
518
$78.6K
|
|
|
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 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
441+ 22.36% |
$62.6K - $67.4K
|
2.41K
$366K
|
|
|
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 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
350+ 10.36% |
$49.7K - $53.5K
|
3.73K
$566K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350+ 144.63% |
$49.7K - $53.5K
|
592
$89.9K
|
|
|
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 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
333+ 10.54% |
$47.3K - $50.9K
|
3.49K
$530K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
331+ 14.23% |
$47K - $50.6K
|
2.66K
$403K
|
|
|
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 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
300+ 11.79% |
$42.6K - $45.8K
|
2.84K
$432K
|
|
|
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 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
268+ 39.24% |
$38K - $41K
|
951
$144K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
253+ 30.01% |
$35.9K - $38.7K
|
1.1K
$166K
|
|
|
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 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
213+ 1.8% |
$30.2K - $32.6K
|
12K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
206+ 3.62% |
$29.2K - $31.5K
|
5.9K
$896K
|
|
|
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
|
|