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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-555- 18.94% |
$75.6K - $85.9K
|
2.38K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-558- 5.95% |
$76K - $86.3K
|
8.82K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-568- 2.75% |
$77.4K - $87.9K
|
20.1K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-575- 2.52% |
$78.4K - $89K
|
22.2K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-584- 1.66% |
$79.6K - $90.4K
|
34.7K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-588- 7.11% |
$80.1K - $91K
|
7.69K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-605- 26.96% |
$82.4K - $93.6K
|
1.64K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-611- 15.36% |
$83.3K - $94.5K
|
3.37K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-614- 9.05% |
$83.7K - $95K
|
6.17K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-622- 2.14% |
$84.8K - $96.2K
|
28.4K
$4.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-625- 20.66% |
$85.2K - $96.7K
|
2.4K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-627- 1.06% |
$85.4K - $97K
|
58.6K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-627- 3.98% |
$85.4K - $97K
|
15.1K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-634- 3.68% |
$86.4K - $98.1K
|
16.6K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-635- 7.21% |
$86.5K - $98.3K
|
8.17K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-636- 7.36% |
$86.7K - $98.4K
|
8.01K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-637- 7.59% |
$86.8K - $98.6K
|
7.75K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-639- 4.01% |
$87.1K - $98.9K
|
15.3K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-640- 19.04% |
$87.2K - $99K
|
2.72K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-647- 29.34% |
$88.2K - $100K
|
1.56K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-649- 14.74% |
$88.4K - $100K
|
3.76K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-650- 7.44% |
$88.6K - $101K
|
8.09K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-653- 20.09% |
$89K - $101K
|
2.6K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-655- 5.36% |
$89.3K - $101K
|
11.6K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-659- 18.83% |
$89.8K - $102K
|
2.84K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-666- 5.43% |
$90.8K - $103K
|
11.6K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-675- 4.31% |
$92K - $104K
|
15K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-676- 5.71% |
$92.1K - $105K
|
11.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.89% |
$92.5K - $105K
|
6.96K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-684- 24.13% |
$93.2K - $106K
|
2.15K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-700- 9.65% |
$95.4K - $108K
|
6.56K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-713- 49.58% |
$97.2K - $110K
|
725
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-713- 3.66% |
$97.2K - $110K
|
18.8K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-728- 5.7% |
$99.2K - $113K
|
12.1K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-743- 8.14% |
$101K - $115K
|
8.39K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-773- 3.59% |
$105K - $120K
|
20.8K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-773- 4.08% |
$105K - $120K
|
18.2K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-776- 10.91% |
$106K - $120K
|
6.34K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-780- 3.77% |
$106K - $121K
|
19.9K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-787- 14.41% |
$107K - $122K
|
4.67K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-794- 3.85% |
$108K - $123K
|
19.9K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-804- 30.54% |
$110K - $124K
|
1.83K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 35.24% |
$110K - $125K
|
1.48K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-817- 12.45% |
$111K - $126K
|
5.74K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-819- 27.32% |
$112K - $127K
|
2.18K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-839- 16.09% |
$114K - $130K
|
4.37K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-854- 28.93% |
$116K - $132K
|
2.1K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-880- 3.87% |
$120K - $136K
|
21.9K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-890- 90.63% |
$121K - $138K
|
92
$13.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-901- 5.48% |
$123K - $139K
|
15.5K
$2.27M
|