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 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-148- 1.33% |
$20.2K - $22.9K
|
11K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-149- 7.64% |
$20.3K - $23.1K
|
1.8K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-151- 0.95% |
$20.6K - $23.4K
|
15.7K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-153- 8.64% |
$20.9K - $23.7K
|
1.62K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-155- 48.74% |
$21.1K - $24K
|
163
$23.9K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-158- 3.58% |
$21.5K - $24.4K
|
4.26K
$623K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 12.58% |
$21.7K - $24.6K
|
1.11K
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-161- 3.68% |
$21.9K - $24.9K
|
4.21K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-162- 0.75% |
$22.1K - $25.1K
|
21.5K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-163- 1.32% |
$22.2K - $25.2K
|
12.1K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-165- 5.03% |
$22.5K - $25.5K
|
3.12K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-170- 0.88% |
$23.2K - $26.3K
|
19.2K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 16.83% |
$23.8K - $27.1K
|
865
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-176- 4.67% |
$24K - $27.2K
|
3.6K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-178- 4.86% |
$24.3K - $27.5K
|
3.49K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-182- 47.15% |
$24.8K - $28.2K
|
204
$29.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 11.4% |
$25.2K - $28.6K
|
1.44K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-189- 1.72% |
$25.8K - $29.2K
|
10.8K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-192- 72.45% |
$26.2K - $29.7K
|
73
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-195- 3.42% |
$26.6K - $30.2K
|
5.51K
$807K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198- 0.98% |
$27K - $30.6K
|
19.9K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-199- 1.57% |
$27.1K - $30.8K
|
12.5K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 19.94% |
$27.3K - $30.9K
|
803
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-202- 3.1% |
$27.5K - $31.3K
|
6.31K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-205- 3.3% |
$27.9K - $31.7K
|
6.01K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-215- 1.33% |
$29.3K - $33.3K
|
16K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-218- 11.64% |
$29.7K - $33.7K
|
1.66K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 1.1% |
$29.7K - $33.7K
|
19.6K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-218- 1.59% |
$29.7K - $33.7K
|
13.5K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 11.63% |
$30.1K - $34.2K
|
1.68K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 3.64% |
$31.6K - $35.9K
|
6.15K
$900K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-233- 1.52% |
$31.8K - $36.1K
|
15.1K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 12.53% |
$32K - $36.4K
|
1.64K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-235- 13.62% |
$32K - $36.4K
|
1.49K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-235- 10.15% |
$32K - $36.4K
|
2.08K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-237- 3.56% |
$32.3K - $36.7K
|
6.42K
$940K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-246- 72.35% |
$33.5K - $38.1K
|
94
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-247- 7.5% |
$33.7K - $38.2K
|
3.05K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 2.66% |
$33.7K - $38.2K
|
9.03K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 1.95% |
$35.4K - $40.2K
|
13K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-260- 2.97% |
$35.4K - $40.2K
|
8.5K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-261- 9.66% |
$35.6K - $40.4K
|
2.44K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-262- 22.72% |
$35.7K - $40.5K
|
891
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-277- 0.53% |
$37.7K - $42.9K
|
52.4K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-277- 8.41% |
$37.7K - $42.9K
|
3.02K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-279- 11.32% |
$38K - $43.2K
|
2.19K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-281- 1.32% |
$38.3K - $43.5K
|
21.1K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-282- 55.51% |
$38.4K - $43.6K
|
226
$33.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-291- 30.38% |
$39.7K - $45K
|
667
$97.7K
|