Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.02MNew |
$820M - $931M
|
6.02M
$881M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
641K+ 19033.21% |
$87.3M - $99.1M
|
644K
$94.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
287K+ 157.56% |
$39.2M - $44.5M
|
470K
$68.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272K+ 9.63% |
$37M - $42.1M
|
3.09M
$453M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 8.18% |
$35.4M - $40.2M
|
3.43M
$503M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
258K+ 10.59% |
$35.2M - $39.9M
|
2.69M
$395M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
139K+ 18.06% |
$18.9M - $21.5M
|
908K
$133M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
122K+ 45.79% |
$16.6M - $18.9M
|
389K
$56.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
89.7K+ 1163.2% |
$12.2M - $13.9M
|
97.4K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$10.6M - $12M
|
77.8K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
55.6K+ 225.33% |
$7.57M - $8.6M
|
80.2K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.6K+ 17.03% |
$7.45M - $8.45M
|
375K
$55M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
51.8K+ 340.28% |
$7.06M - $8.02M
|
67K
$9.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
40.2K+ 1946.83% |
$5.48M - $6.23M
|
42.3K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$5.18M - $5.88M
|
38K
$5.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37.5KNew |
$5.11M - $5.8M
|
37.5K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
37.1K+ 15.62% |
$5.06M - $5.74M
|
275K
$40.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
34.2KNew |
$4.66M - $5.3M
|
34.2K
$5.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30.9K+ 28.51% |
$4.21M - $4.78M
|
139K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30.6K+ 27.97% |
$4.17M - $4.73M
|
140K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
25.5K+ 66.37% |
$3.48M - $3.95M
|
64K
$9.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.5KNew |
$3.48M - $3.95M
|
25.5K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
23.9KNew |
$3.26M - $3.7M
|
23.9K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.8K+ 148.03% |
$3.25M - $3.69M
|
39.9K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 47.69% |
$3.22M - $3.66M
|
73.3K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.2K+ 57.48% |
$3.02M - $3.43M
|
60.7K
$8.89M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
22.1K+ 521.14% |
$3.01M - $3.41M
|
26.3K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.5K+ 795.16% |
$2.93M - $3.33M
|
24.2K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
20.3K+ 89.94% |
$2.76M - $3.14M
|
42.8K
$6.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20.1K+ 23.49% |
$2.74M - $3.11M
|
106K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$2.69M - $3.05M
|
19.7K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 36.19% |
$2.68M - $3.05M
|
74.1K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
19.5KNew |
$2.66M - $3.02M
|
19.5K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
18.8K+ 32.06% |
$2.57M - $2.91M
|
77.6K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.8K+ 2.04% |
$2.56M - $2.91M
|
940K
$138M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.4K+ 312.94% |
$2.51M - $2.84M
|
24.3K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.6KNew |
$2.27M - $2.58M
|
16.6K
$2.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 14.79% |
$2.14M - $2.43M
|
122K
$17.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$2.07M - $2.35M
|
15.2K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.1K+ 423.45% |
$2.06M - $2.34M
|
18.7K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15K+ 416.49% |
$2.05M - $2.32M
|
18.6K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 11.12% |
$2.03M - $2.31M
|
149K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13.3KNew |
$1.82M - $2.06M
|
13.3K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 2.39% |
$1.78M - $2.03M
|
561K
$82.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 19.66% |
$1.78M - $2.02M
|
79.5K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.76M - $2M
|
12.9K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 100.76% |
$1.72M - $1.96M
|
25.2K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.2K+ 8.86% |
$1.67M - $1.89M
|
150K
$22M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.1K+ 24.13% |
$1.64M - $1.86M
|
62K
$9.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 6.61% |
$1.64M - $1.86M
|
194K
$28.4M
|