Purchases and Sales Made in Q2 2025 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q2 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.52KNew |
$1.23M - $1.37M
|
9.52K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.27K+ 3.51% |
$1.19M - $1.34M
|
273K
$41.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.04K+ 11.08% |
$1.16M - $1.3M
|
90.6K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.9K+ 67.9% |
$1.15M - $1.28M
|
22K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Symmetry Investments LP
|
BUY
|
- |
8.76KNew |
$1.13M - $1.26M
|
8.76K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.72K+ 611.5% |
$1.12M - $1.26M
|
10.1K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.49K+ 69.49% |
$1.09M - $1.22M
|
20.7K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.36K+ 29.09% |
$1.08M - $1.21M
|
37.1K
$5.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
8.29K+ 5.32% |
$1.07M - $1.2M
|
164K
$24.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
8.21K+ 9.99% |
$1.06M - $1.18M
|
90.4K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.19K+ 82.36% |
$1.05M - $1.18M
|
18.1K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.1K+ 163.58% |
$1.04M - $1.17M
|
13K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.06KNew |
$1.04M - $1.16M
|
8.06K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45KNew |
$960K - $1.08M
|
7.45K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.13KNew |
$919K - $1.03M
|
7.13K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.11KNew |
$915K - $1.03M
|
7.11K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.1KNew |
$914K - $1.02M
|
7.1K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.92K+ 127.8% |
$892K - $999K
|
12.3K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.86K+ 11824.14% |
$883K - $990K
|
6.92K
$1.05M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.84K+ 1.74% |
$881K - $987K
|
400K
$60.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82K+ 1.01% |
$878K - $983K
|
681K
$103M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.78K+ 4776.06% |
$873K - $979K
|
6.92K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.49K+ 10.31% |
$836K - $937K
|
69.5K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.46K+ 24.56% |
$832K - $933K
|
32.8K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41K+ 24.05% |
$826K - $925K
|
33.1K
$5.02M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.37K+ 1.63% |
$821K - $920K
|
397K
$60.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.36K+ 38.79% |
$818K - $917K
|
22.7K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.35K+ 303.83% |
$817K - $916K
|
8.44K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.22KNew |
$801K - $898K
|
6.22K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.12KNew |
$788K - $883K
|
6.12K
$929K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.1K+ 33.45% |
$785K - $880K
|
24.3K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.07K+ 9.18% |
$782K - $876K
|
72.2K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.85K+ 11.81% |
$753K - $844K
|
55.4K
$8.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.77KNew |
$743K - $833K
|
5.77K
$876K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 7.21% |
$737K - $826K
|
85.1K
$12.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.6K+ 402.37% |
$721K - $808K
|
6.99K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.53KNew |
$713K - $799K
|
5.53K
$840K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.42K+ 32.19% |
$698K - $782K
|
22.3K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.38K+ 25.08% |
$693K - $776K
|
26.8K
$4.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.3KNew |
$682K - $765K
|
5.3K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.2K+ 14860.0% |
$670K - $751K
|
5.24K
$795K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
5.17K+ 10.1% |
$666K - $746K
|
56.4K
$8.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.1KNew |
$657K - $736K
|
5.1K
$774K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.01K+ 266.58% |
$645K - $723K
|
6.89K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.94K+ 63.45% |
$636K - $713K
|
12.7K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.93K+ 72.31% |
$635K - $712K
|
11.8K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
4.89K+ 29.33% |
$630K - $706K
|
21.6K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$618K - $693K
|
4.8K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.79K+ 4.79% |
$617K - $691K
|
105K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.76K+ 13.68% |
$613K - $687K
|
39.5K
$6M
|
|