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 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-293- 2.3% |
$39.9K - $45.3K
|
12.5K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-294- 10.56% |
$40.1K - $45.5K
|
2.49K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 15.15% |
$40.6K - $46.1K
|
1.67K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-299- 8.72% |
$40.7K - $46.3K
|
3.13K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-306- 16.44% |
$41.7K - $47.4K
|
1.56K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-311- 6.26% |
$42.4K - $48.1K
|
4.65K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-317- 8.83% |
$43.2K - $49.1K
|
3.27K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-324- 4.86% |
$44.2K - $50.1K
|
6.34K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 13.31% |
$45.2K - $51.4K
|
2.16K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-338- 1.15% |
$46.1K - $52.3K
|
29.2K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-338- 11.81% |
$46.1K - $52.3K
|
2.52K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 51.59% |
$46.5K - $52.8K
|
320
$46.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-344- 37.07% |
$46.9K - $53.2K
|
584
$85.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-344- 16.03% |
$46.9K - $53.2K
|
1.8K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-347- 6.13% |
$47.3K - $53.7K
|
5.32K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-358- 2.6% |
$48.8K - $55.4K
|
13.4K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-362- 1.8% |
$49.3K - $56K
|
19.8K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-366- 19.32% |
$49.9K - $56.6K
|
1.53K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-369- 3.66% |
$50.3K - $57.1K
|
9.71K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-370- 1.83% |
$50.4K - $57.3K
|
19.9K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-377- 4.87% |
$51.4K - $58.3K
|
7.36K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-389- 19.56% |
$53K - $60.2K
|
1.6K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-394- 9.71% |
$53.7K - $61K
|
3.66K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-396- 0.85% |
$54K - $61.3K
|
46.2K
$6.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-400- 21.33% |
$54.5K - $61.9K
|
1.48K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 1.92% |
$54.5K - $61.9K
|
20.5K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-410- 17.61% |
$55.9K - $63.4K
|
1.92K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-424- 5.3% |
$57.8K - $65.6K
|
7.58K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-428- 13.67% |
$58.3K - $66.2K
|
2.7K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-429- 2.78% |
$58.5K - $66.4K
|
15K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-442- 9.16% |
$60.2K - $68.4K
|
4.38K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-447- 5.32% |
$60.9K - $69.2K
|
7.95K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-451- 3.61% |
$61.5K - $69.8K
|
12.1K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-463- 7.95% |
$63.1K - $71.6K
|
5.36K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-478- 2.89% |
$65.1K - $74K
|
16K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-480- 9.83% |
$65.4K - $74.3K
|
4.4K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-490- 28.13% |
$66.8K - $75.8K
|
1.25K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-498- 24.19% |
$67.9K - $77.1K
|
1.56K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-500- 10.2% |
$68.1K - $77.4K
|
4.4K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-500- 11.44% |
$68.1K - $77.4K
|
3.87K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-514- 12.99% |
$70K - $79.5K
|
3.44K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-518- 18.39% |
$70.6K - $80.2K
|
2.3K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-520- 21.99% |
$70.9K - $80.5K
|
1.85K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-525- 2.1% |
$71.5K - $81.2K
|
24.5K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-525- 10.15% |
$71.5K - $81.2K
|
4.65K
$680K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-533- 1.24% |
$72.6K - $82.5K
|
42.4K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-534- 25.04% |
$72.8K - $82.6K
|
1.6K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-548- 21.74% |
$74.7K - $84.8K
|
1.97K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-548- 17.94% |
$74.7K - $84.8K
|
2.51K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-553- 91.71% |
$75.4K - $85.6K
|
50
$7.32K
|