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 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 7.6% |
$367K - $417K
|
38.1K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.65K+ 1.88% |
$361K - $410K
|
143K
$21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.62K+ 1.44% |
$357K - $406K
|
185K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.55K+ 7.22% |
$347K - $394K
|
37.8K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.54K+ 3.42% |
$346K - $393K
|
76.7K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.51K+ 7.14% |
$342K - $389K
|
37.7K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
2.5KNew |
$341K - $387K
|
2.5K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.48KNew |
$338K - $384K
|
2.48K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.42KNew |
$330K - $375K
|
2.42K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 2.23% |
$330K - $374K
|
111K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.37K+ 61.3% |
$324K - $367K
|
6.25K
$915K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.21K+ 53.26% |
$302K - $342K
|
6.37K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.2K+ 28.06% |
$299K - $340K
|
10K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.17K+ 107.33% |
$295K - $335K
|
4.19K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$294K - $333K
|
2.16K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14KNew |
$292K - $331K
|
2.14K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.14K+ 13.1% |
$291K - $331K
|
18.5K
$2.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.12K+ 159.7% |
$289K - $329K
|
3.45K
$506K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.1K+ 36.41% |
$286K - $325K
|
7.87K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.07K+ 10.47% |
$282K - $321K
|
21.9K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.03K+ 6.17% |
$276K - $314K
|
34.9K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 31.47% |
$274K - $311K
|
8.39K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2KNew |
$272K - $309K
|
2K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.98K+ 25.77% |
$270K - $306K
|
9.66K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.98K+ 16.92% |
$270K - $306K
|
13.7K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.95KNew |
$266K - $302K
|
1.95K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 1.92% |
$262K - $298K
|
102K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.92K+ 33.08% |
$262K - $298K
|
7.74K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.89K+ 6.99% |
$258K - $293K
|
28.9K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.88K+ 18.32% |
$257K - $291K
|
12.2K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.88K+ 20.47% |
$256K - $291K
|
11.1K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.87K+ 40.86% |
$254K - $289K
|
6.43K
$942K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.81KNew |
$246K - $280K
|
1.81K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.8K+ 41.64% |
$245K - $278K
|
6.11K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.77K+ 1.69% |
$241K - $274K
|
107K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.76K+ 6.04% |
$239K - $272K
|
30.8K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.74KNew |
$237K - $269K
|
1.74K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.71K+ 13.14% |
$232K - $264K
|
14.7K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$232K - $263K
|
1.7K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 2.27% |
$226K - $257K
|
74.9K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.66K+ 25.62% |
$226K - $257K
|
8.13K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.64K+ 37.01% |
$223K - $253K
|
6.06K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.63K+ 3.74% |
$222K - $252K
|
45.2K
$6.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.62K+ 56.85% |
$221K - $251K
|
4.48K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.6KNew |
$218K - $248K
|
1.6K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.6K+ 17.21% |
$218K - $247K
|
10.9K
$1.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.58KNew |
$216K - $245K
|
1.58K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.54K+ 2.43% |
$210K - $239K
|
65K
$9.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.52K+ 3.46% |
$207K - $235K
|
45.4K
$6.65M
|