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 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.92KNew |
$248K - $268K
|
1.92K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$244K - $265K
|
1.9K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.89K+ 10.82% |
$243K - $263K
|
19.3K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.88KNew |
$242K - $262K
|
1.88K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.87K+ 10.35% |
$242K - $262K
|
20K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.85KNew |
$238K - $258K
|
1.85K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.85K+ 5.07% |
$238K - $258K
|
38.2K
$5.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.82K+ 6.56% |
$235K - $254K
|
29.5K
$4.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.8KNew |
$233K - $252K
|
1.8K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.79K+ 27.52% |
$231K - $251K
|
8.31K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.79KNew |
$230K - $250K
|
1.79K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.76K+ 47.73% |
$228K - $246K
|
5.46K
$829K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.74KNew |
$224K - $243K
|
1.74K
$264K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.72K+ 11.03% |
$222K - $241K
|
17.3K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.71K+ 24.5% |
$221K - $239K
|
8.7K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.69KNew |
$218K - $236K
|
1.69K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.69KNew |
$218K - $236K
|
1.69K
$256K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.67K+ 10.31% |
$215K - $233K
|
17.8K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
1.64K+ 30.24% |
$211K - $228K
|
7.04K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$211K - $228K
|
1.63K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.62KNew |
$208K - $226K
|
1.62K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Clear Street Group Inc.
New York, NY |
BUY
|
- |
1.61KNew |
$207K - $224K
|
1.61K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.6KNew |
$207K - $224K
|
1.6K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.58K+ 3.88% |
$204K - $221K
|
42.4K
$6.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.53K+ 3.69% |
$197K - $213K
|
42.9K
$6.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.52K+ 11.59% |
$196K - $212K
|
14.6K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.52K+ 8.94% |
$196K - $212K
|
18.5K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51KNew |
$195K - $211K
|
1.51K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.51K+ 7.98% |
$195K - $211K
|
20.4K
$3.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Birchview Capital, LP
Burlington, VT |
BUY
|
- |
1.5KNew |
$193K - $209K
|
1.5K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.5KNew |
$193K - $209K
|
1.5K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.49K+ 4.44% |
$192K - $208K
|
35.1K
$5.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$192K - $208K
|
1.49K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.49KNew |
$192K - $208K
|
1.49K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48KNew |
$191K - $207K
|
1.48K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.48KNew |
$191K - $207K
|
1.48K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.48KNew |
$191K - $206K
|
1.48K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.48K+ 2.35% |
$191K - $206K
|
64.4K
$9.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.47K+ 5.1% |
$190K - $205K
|
30.3K
$4.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.45KNew |
$187K - $203K
|
1.45K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.45KNew |
$187K - $203K
|
1.45K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.45KNew |
$186K - $202K
|
1.45K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.44K+ 11.15% |
$186K - $201K
|
14.4K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Campion Asset Management
|
BUY
|
- |
1.44KNew |
$186K - $201K
|
1.44K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.44KNew |
$186K - $201K
|
1.44K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.42KNew |
$183K - $198K
|
1.42K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1.4K+ 3.7% |
$181K - $196K
|
39.3K
$5.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.4K+ 62.61% |
$181K - $196K
|
3.64K
$553K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.4KNew |
$181K - $196K
|
1.4K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.4K+ 21.14% |
$181K - $196K
|
8.03K
$1.22M
|
|