Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 29, 2025 Q4 2024
Wealthcare Capital Partners, LLC

West Chester, PA
BUY
 -
1.47K
New
$200K - $227K
1.47K $215K
Feb 03, 2025 Q4 2024
Bank Of Stockton

BUY
 -
1.46K
New
$199K - $226K
1.46K $214K
Jan 27, 2025 Q4 2024
Nvwm, LLC

BUY
 -
1.45K
+ 6.16%
$198K - $225K
25K $3.67M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.44K
+ 9.47%
$197K - $223K
16.7K $2.44M
Jan 24, 2025 Q4 2024
Independence Bank Of Kentucky

BUY
 -
1.43K
+ 143.3%
$195K - $222K
2.43K $356K
Jan 24, 2025 Q4 2024
Capital Insight Partners, LLC

BUY
 -
1.4K
+ 2.17%
$190K - $216K
65.7K $9.62M
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
1.37K
New
$186K - $212K
1.37K $200K
Jan 27, 2025 Q4 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
1.36K
+ 8.27%
$185K - $210K
17.8K $2.6M
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.33K
+ 1.56%
$181K - $206K
86.7K $12.7M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.33K
+ 3.58%
$181K - $205K
38.4K $5.63M
Jan 17, 2025 Q4 2024
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
1.31K
+ 1.85%
$178K - $202K
71.9K $10.5M
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
1.3K
+ 1.86%
$178K - $202K
71.6K $10.5M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
1.3K
+ 19.74%
$177K - $201K
7.89K $1.15M
Jan 17, 2025 Q4 2024
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
1.26K
+ 2.07%
$172K - $195K
62.1K $9.1M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
1.25K
New
$171K - $194K
1.25K $184K
Jan 02, 2025 Q4 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.25K
+ 5.31%
$170K - $194K
24.8K $3.64M
Jan 13, 2025 Q4 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
1.23K
+ 8.7%
$167K - $190K
15.3K $2.24M
Jan 29, 2025 Q4 2024
Castle Wealth Management LLC

BUY
 -
1.23K
+ 52.49%
$167K - $190K
3.56K $521K
Jan 17, 2025 Q4 2024
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
1.17K
+ 14.79%
$160K - $181K
9.09K $1.33M
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
1.17K
New
$159K - $181K
1.17K $171K
Jan 30, 2025 Q4 2024
James Investment Research Inc

BUY
 -
1.16K
+ 4.85%
$158K - $179K
25K $3.67M
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
1.14K
+ 7.25%
$156K - $177K
16.9K $2.48M
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
1.13K
+ 7.96%
$154K - $175K
15.3K $2.25M
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.13K
+ 78.87%
$154K - $174K
2.56K $374K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
1.09K
+ 31.61%
$148K - $168K
4.52K $662K
Feb 06, 2025 Q4 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
1.07K
+ 0.61%
$146K - $166K
178K $26M
Feb 07, 2025 Q4 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
1.04K
+ 35.76%
$141K - $160K
3.93K $575K
Jan 28, 2025 Q4 2024
Advisory Resource Group

BUY
 -
1.03K
+ 9.21%
$141K - $160K
12.2K $1.79M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
1.03K
+ 2.87%
$140K - $159K
36.9K $5.4M
Jan 24, 2025 Q4 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.02K
+ 0.44%
$139K - $158K
232K $33.9M
Feb 04, 2025 Q4 2024
Wt Wealth Management

BUY
 -
1K
+ 2.07%
$136K - $155K
49.4K $7.24M
Jan 13, 2025 Q4 2024
West Oak Capital, LLC

BUY
 -
990
+ 495.0%
$135K - $153K
1.19K $174K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
989
+ 21.89%
$135K - $153K
5.51K $806K
Jan 13, 2025 Q4 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
980
+ 1.45%
$134K - $152K
68.4K $10M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
976
+ 9.13%
$133K - $151K
11.7K $1.71M
Jan 23, 2025 Q4 2024
Clarity Financial LLC

BUY
 -
945
+ 0.71%
$129K - $146K
134K $19.6M
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
939
+ 3.51%
$128K - $145K
27.7K $4.05M
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
936
New
$128K - $145K
936 $137K
Jan 28, 2025 Q4 2024
5th Street Advisors, LLC

BUY
 -
871
+ 1.64%
$119K - $135K
54K $7.91M
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
861
+ 97.18%
$117K - $133K
1.75K $256K
Jan 15, 2025 Q4 2024
Butensky & Cohen Financial Security, Inc

BUY
 -
834
+ 5.2%
$114K - $129K
16.9K $2.47M
Jan 13, 2025 Q4 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
831
+ 9.8%
$113K - $129K
9.31K $1.36M
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
830
+ 11.3%
$113K - $128K
8.18K $1.2M
Feb 04, 2025 Q4 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
830
+ 8.54%
$113K - $128K
10.5K $1.54M
Feb 06, 2025 Q4 2024
Patten Group, Inc.

BUY
 -
815
+ 17.2%
$111K - $126K
5.55K $813K
Jan 13, 2025 Q4 2024
Aafmaa Wealth Management & Trust LLC

BUY
 -
804
+ 3.01%
$110K - $124K
27.5K $4.03M
Feb 06, 2025 Q4 2024
Interactive Financial Advisors

Chicago, IL
BUY
 -
798
+ 4.13%
$109K - $123K
20.1K $2.95M
Jan 13, 2025 Q4 2024
Biltmore Wealth Management, LLC

BUY
 -
795
+ 0.52%
$108K - $123K
154K $22.6M
Feb 07, 2025 Q4 2024
Dearborn Partners LLC

BUY
 -
791
+ 12.82%
$108K - $122K
6.96K $1.02M

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