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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 15.36% |
$711K - $807K
|
39.2K
$5.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.16K+ 14.24% |
$704K - $799K
|
41.4K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.15KNew |
$702K - $797K
|
5.15K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.11K+ 75.42% |
$696K - $790K
|
11.9K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.09KNew |
$694K - $788K
|
5.09K
$746K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4.99K+ 7.52% |
$680K - $772K
|
71.4K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.82K+ 337.32% |
$656K - $745K
|
6.25K
$914K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.78K+ 231.13% |
$652K - $740K
|
6.85K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.75KNew |
$648K - $735K
|
4.75K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.68K+ 27.93% |
$638K - $725K
|
21.5K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.68K+ 6.32% |
$638K - $724K
|
78.8K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58KNew |
$623K - $708K
|
4.58K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.49K+ 5.53% |
$612K - $695K
|
85.7K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.45K+ 45.86% |
$606K - $688K
|
14.1K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.35K+ 31.15% |
$593K - $674K
|
18.3K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21KNew |
$574K - $652K
|
4.21K
$617K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 14.35% |
$568K - $645K
|
33.2K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.17KNew |
$568K - $645K
|
4.17K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.12K+ 111.02% |
$561K - $637K
|
7.83K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
4.11K+ 16.88% |
$561K - $637K
|
28.5K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.05KNew |
$552K - $627K
|
4.05K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.03K+ 27.7% |
$550K - $624K
|
18.6K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.96KNew |
$539K - $612K
|
3.96K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.79KNew |
$516K - $586K
|
3.79K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 13.06% |
$513K - $582K
|
32.6K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.74K+ 5.36% |
$509K - $578K
|
73.5K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.74K+ 107.79% |
$509K - $578K
|
7.2K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.7KNew |
$505K - $573K
|
3.7K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.66KNew |
$499K - $566K
|
3.66K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.52K+ 11.64% |
$480K - $545K
|
33.7K
$4.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.44K+ 10.55% |
$468K - $532K
|
36K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.42K+ 11.05% |
$467K - $530K
|
34.4K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.39KNew |
$461K - $524K
|
3.39K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 1269.32% |
$457K - $519K
|
3.62K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.33K+ 7.44% |
$454K - $515K
|
48.1K
$7.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.32K+ 17.68% |
$452K - $513K
|
22.1K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3KNew |
$450K - $511K
|
3.3K
$484K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$445K - $505K
|
3.26K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.26K+ 42.08% |
$444K - $504K
|
11K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.24KNew |
$442K - $502K
|
3.24K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.21K+ 57.35% |
$438K - $497K
|
8.81K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.12K+ 4.58% |
$425K - $482K
|
71.1K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.09K+ 13.77% |
$421K - $478K
|
25.5K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 171.62% |
$420K - $477K
|
4.88K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.03K+ 4.4% |
$412K - $468K
|
71.7K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.97KNew |
$404K - $459K
|
2.97K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.97K+ 5.49% |
$404K - $459K
|
56.9K
$8.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 3.91% |
$395K - $448K
|
77K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.8K+ 1.47% |
$382K - $434K
|
194K
$28.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.76KNew |
$375K - $426K
|
2.76K
$403K
|