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 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
415+ 11.74% |
$56.6K - $64.2K
|
3.95K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
412+ 5.98% |
$56.1K - $63.8K
|
7.31K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
408+ 10.9% |
$55.6K - $63.1K
|
4.15K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
402+ 5.39% |
$54.8K - $62.2K
|
7.87K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
399+ 16.35% |
$54.4K - $61.7K
|
2.84K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
399+ 1.47% |
$54.4K - $61.7K
|
27.5K
$4.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
391+ 0.74% |
$53.3K - $60.5K
|
53K
$7.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
386+ 13.98% |
$52.6K - $59.7K
|
3.15K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
375+ 4.48% |
$51.1K - $58K
|
8.74K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375+ 7.91% |
$51.1K - $58K
|
5.11K
$749K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 1.31% |
$50.4K - $57.3K
|
28.6K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
366New |
$49.9K - $56.6K
|
366
$53.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365+ 6.98% |
$49.7K - $56.5K
|
5.59K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 3.57% |
$49.1K - $55.7K
|
10.5K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
354+ 4.58% |
$48.2K - $54.8K
|
8.08K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
346+ 8.65% |
$47.2K - $53.5K
|
4.35K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
345+ 22.0% |
$47K - $53.4K
|
1.91K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 5.27% |
$45.9K - $52.1K
|
6.73K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332+ 7.43% |
$45.2K - $51.4K
|
4.8K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
320+ 1777.78% |
$43.6K - $49.5K
|
338
$49.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
319New |
$43.5K - $49.4K
|
319
$46.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$45.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
308+ 13.03% |
$42K - $47.7K
|
2.67K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
307+ 7.64% |
$41.8K - $47.5K
|
4.33K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
301+ 20.24% |
$41K - $46.6K
|
1.79K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 8.5% |
$40.9K - $46.4K
|
3.83K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 47.77% |
$40.9K - $46.4K
|
928
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
284+ 15.09% |
$38.7K - $43.9K
|
2.17K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
279+ 9.26% |
$38K - $43.2K
|
3.29K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
276+ 4.31% |
$37.6K - $42.7K
|
6.69K
$979K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
274+ 3.87% |
$37.3K - $42.4K
|
7.36K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
270+ 10.54% |
$36.8K - $41.8K
|
2.83K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
269+ 15.23% |
$36.7K - $41.6K
|
2.04K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
265+ 17.04% |
$36.1K - $41K
|
1.82K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
259+ 1.62% |
$35.3K - $40.1K
|
16.2K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
258+ 86.0% |
$35.2K - $39.9K
|
558
$81.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 18.61% |
$34.6K - $39.3K
|
1.62K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
247+ 3.07% |
$33.7K - $38.2K
|
8.28K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
247+ 18.41% |
$33.7K - $38.2K
|
1.59K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
239+ 0.66% |
$32.6K - $37K
|
36.6K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
232+ 1.06% |
$31.6K - $35.9K
|
22.2K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
230+ 0.64% |
$31.3K - $35.6K
|
36K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
221+ 0.4% |
$30.1K - $34.2K
|
55.3K
$8.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
219New |
$29.8K - $33.9K
|
219
$32.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
219+ 0.98% |
$29.8K - $33.9K
|
22.5K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
218+ 1.36% |
$29.7K - $33.7K
|
16.2K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
217+ 0.86% |
$29.6K - $33.6K
|
25.5K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
213New |
$29K - $33K
|
213
$31.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
206+ 0.37% |
$28.1K - $31.9K
|
55.2K
$8.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
206+ 9.04% |
$28.1K - $31.9K
|
2.48K
$364K
|