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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.6K- 5.51% |
$4.58M - $5.2M
|
576K
$83.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.2K- 6.26% |
$4.67M - $5.3M
|
513K
$74.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-34.5K- 29.32% |
$4.7M - $5.33M
|
83.1K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35K- 5.76% |
$4.77M - $5.42M
|
573K
$82.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-35.3K- 40.44% |
$4.81M - $5.46M
|
52K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.8K- 9.71% |
$5.02M - $5.7M
|
343K
$49.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 5.11% |
$5.2M - $5.91M
|
709K
$102M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-39K- 73.25% |
$5.31M - $6.03M
|
14.2K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-39.9K- 46.89% |
$5.44M - $6.18M
|
45.2K
$6.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-42K- 39.07% |
$5.72M - $6.5M
|
65.5K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 29.19% |
$5.83M - $6.62M
|
104K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-44.5K- 47.15% |
$6.06M - $6.89M
|
49.9K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-44.7K- 80.05% |
$6.1M - $6.92M
|
11.1K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.9K- 11.82% |
$6.12M - $6.94M
|
335K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.3K- 5.21% |
$6.31M - $7.16M
|
842K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46.6K- 38.2% |
$6.36M - $7.22M
|
75.5K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-48.4K- 9.28% |
$6.59M - $7.48M
|
473K
$68.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.8K- 99.75% |
$6.65M - $7.55M
|
124
$17.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-49.2K- 88.72% |
$6.71M - $7.62M
|
6.26K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.3K- 31.87% |
$6.86M - $7.79M
|
108K
$15.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.3K- 40.92% |
$6.99M - $7.94M
|
74.1K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-51.9K- 99.99% |
$7.07M - $8.03M
|
6
$867
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51.9K- 86.86% |
$7.07M - $8.03M
|
7.85K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 8.84% |
$7.18M - $8.16M
|
543K
$78.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-53.2K- 90.67% |
$7.26M - $8.24M
|
5.48K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-54K- 89.29% |
$7.35M - $8.35M
|
6.48K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.7K- 27.27% |
$7.45M - $8.46M
|
146K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-55.6K- 14.25% |
$7.58M - $8.61M
|
335K
$48.4M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-56.4K- 12.36% |
$7.69M - $8.73M
|
400K
$57.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-59.1K- 95.84% |
$8.06M - $9.15M
|
2.57K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-59.8K- 77.83% |
$8.15M - $9.26M
|
17K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.3K- 45.42% |
$8.35M - $9.48M
|
73.6K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69.8K- 72.09% |
$9.51M - $10.8M
|
27K
$3.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-70.1K- 97.88% |
$9.55M - $10.8M
|
1.52K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 1.99% |
$9.6M - $10.9M
|
3.48M
$502M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-70.4K- 89.7% |
$9.6M - $10.9M
|
8.09K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-70.8K- 25.15% |
$9.64M - $10.9M
|
211K
$30.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-71.2K- 92.9% |
$9.71M - $11M
|
5.45K
$787K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.5K- 99.73% |
$9.75M - $11.1M
|
197
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-73.2K- 78.2% |
$9.98M - $11.3M
|
20.4K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-73.5K- 34.89% |
$10M - $11.4M
|
137K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-75.4K- 96.8% |
$10.3M - $11.7M
|
2.49K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-75.5K- 65.69% |
$10.3M - $11.7M
|
39.5K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-82K- 29.32% |
$11.2M - $12.7M
|
198K
$28.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-89.3K- 78.96% |
$12.2M - $13.8M
|
23.8K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-90.1K- 65.18% |
$12.3M - $13.9M
|
48.1K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-96.9K- 25.13% |
$13.2M - $15M
|
289K
$41.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-101K- 47.56% |
$13.8M - $15.6M
|
111K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-104K- 51.5% |
$14.2M - $16.2M
|
98.4K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-106K- 31.57% |
$14.4M - $16.4M
|
229K
$33.1M
|