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
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 0.2% |
$2.32K - $2.63K
|
8.59K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.17% |
$2.32K - $2.63K
|
10.1K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
16+ 0.57% |
$2.18K - $2.48K
|
2.81K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
15+ 0.59% |
$2.04K - $2.32K
|
2.56K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.07% |
$2.04K - $2.32K
|
22.6K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.86% |
$1.91K - $2.17K
|
1.65K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12+ 0.21% |
$1.64K - $1.86K
|
5.64K
$825K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12+ 0.7% |
$1.64K - $1.86K
|
1.72K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.27% |
$1.5K - $1.7K
|
4.05K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.45% |
$1.36K - $1.55K
|
2.26K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.46% |
$1.09K - $1.24K
|
1.75K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 1.47% |
$1.09K - $1.24K
|
551
$80.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$1.09K - $1.24K
|
4.12K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.32% |
$954 - $1.08K
|
2.21K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.35% |
$954 - $1.08K
|
1.98K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.21% |
$954 - $1.08K
|
3.37K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6New |
$818 - $928
|
6
$879
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.06% |
$681 - $774
|
8.59K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.2% |
$545 - $619
|
1.98K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.27% |
$545 - $619
|
1.49K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 2.65% |
$545 - $619
|
155
$22.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4+ 0.23% |
$545 - $619
|
1.71K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$409 - $464
|
1.7K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$409 - $464
|
14K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.17% |
$409 - $464
|
1.82K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.27% |
$409 - $464
|
1.11K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
3+ 0.27% |
$409 - $464
|
1.14K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.37% |
$409 - $464
|
808
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.29% |
$409 - $464
|
1.03K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$273 - $309
|
9.21K
$1.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$273 - $309
|
1.03K
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.09% |
$273 - $309
|
2.13K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$136 - $155
|
1.18K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.03% |
$136 - $155
|
3.94K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 0.61% |
$136 - $155
|
166
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$136 - $155
|
431
$63.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.26K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.79K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$136 - $155
|
1.45K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $155
|
1.97K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.03% |
$136 - $155
|
2.97K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.41% |
$136 - $155
|
246
$36K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.02% |
$136 - $155
|
4.08K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.78% |
$136 - $155
|
130
$19K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$136 - $155
|
247
$36.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.34% |
$136 - $155
|
291
$42.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.7% |
$136 - $155
|
143
$20.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.32% |
$136 - $155
|
310
$45.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$136 - $155
|
2.14K
$313K
|