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
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-903- 16.19% |
$123K - $140K
|
4.68K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-903- 7.87% |
$123K - $140K
|
10.6K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-910- 2.87% |
$124K - $141K
|
30.8K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-919- 11.19% |
$125K - $142K
|
7.29K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-921- 32.08% |
$126K - $143K
|
1.95K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-926- 0.61% |
$126K - $143K
|
151K
$22.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-943- 15.45% |
$129K - $146K
|
5.16K
$756K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-944- 35.74% |
$129K - $146K
|
1.7K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-947- 8.15% |
$129K - $147K
|
10.7K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-971- 0.41% |
$132K - $150K
|
236K
$34.5M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-990- 83.19% |
$135K - $153K
|
200
$29.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-990- 4.72% |
$135K - $153K
|
20K
$2.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.01K- 5.25% |
$138K - $157K
|
18.3K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.02K- 64.74% |
$139K - $158K
|
556
$81.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09K- 25.13% |
$148K - $168K
|
3.24K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 4.67% |
$149K - $169K
|
22.3K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 8.12% |
$149K - $169K
|
12.4K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.1K- 24.05% |
$149K - $169K
|
3.46K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 78.57% |
$150K - $170K
|
300
$43.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.11K- 5.57% |
$151K - $171K
|
18.8K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 23.66% |
$159K - $181K
|
3.78K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.26K- 0.04% |
$172K - $195K
|
2.91M
$426M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.31K- 3.6% |
$178K - $202K
|
35K
$5.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.31K- 3.08% |
$178K - $202K
|
41.1K
$6.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 39.19% |
$179K - $203K
|
2.03K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.33K- 0.91% |
$181K - $205K
|
145K
$21.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.34K- 2.54% |
$183K - $208K
|
51.5K
$7.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 19.05% |
$186K - $212K
|
5.81K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.39K- 43.04% |
$190K - $216K
|
1.85K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.44K- 49.5% |
$196K - $222K
|
1.47K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.45K- 41.72% |
$197K - $224K
|
2.02K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.5K- 6.28% |
$205K - $232K
|
22.4K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.51K- 81.18% |
$206K - $234K
|
350
$51.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 13.01% |
$214K - $243K
|
10.5K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.59K- 12.79% |
$217K - $246K
|
10.8K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.61K- 4.28% |
$219K - $249K
|
36K
$5.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.63K- 29.25% |
$223K - $253K
|
3.95K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.65K- 20.47% |
$225K - $255K
|
6.41K
$939K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.66K- 11.09% |
$226K - $257K
|
13.3K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.67K- 45.79% |
$227K - $258K
|
1.98K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 15.21% |
$230K - $261K
|
9.4K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.69K- 2.04% |
$230K - $261K
|
80.9K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.7K- 6.34% |
$232K - $263K
|
25.1K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 20.29% |
$233K - $264K
|
6.71K
$983K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.88K- 21.09% |
$256K - $290K
|
7.02K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.03K- 14.94% |
$277K - $315K
|
11.6K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.05K- 2.33% |
$280K - $317K
|
85.9K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.13K- 12.65% |
$290K - $330K
|
14.7K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 29.96% |
$293K - $333K
|
5.02K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.15K- 23.68% |
$294K - $333K
|
6.94K
$1.02M
|