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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
206+ 0.37% |
$28.1K - $31.9K
|
55.2K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
204+ 6.7% |
$27.8K - $31.6K
|
3.25K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$27.1K - $30.8K
|
199
$29.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
197+ 4.72% |
$26.8K - $30.5K
|
4.37K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$28.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 3.95% |
$25.8K - $29.2K
|
4.97K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
184+ 5.08% |
$25.1K - $28.5K
|
3.8K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
181+ 8.03% |
$24.7K - $28K
|
2.44K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
175+ 4.17% |
$23.8K - $27.1K
|
4.37K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
170+ 12.29% |
$23.2K - $26.3K
|
1.55K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
169+ 2.95% |
$23K - $26.2K
|
5.9K
$863K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
167+ 4.7% |
$22.8K - $25.8K
|
3.72K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
157+ 3.64% |
$21.4K - $24.3K
|
4.47K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
155+ 8.24% |
$21.1K - $24K
|
2.04K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
153+ 7.61% |
$20.9K - $23.7K
|
2.16K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
150+ 6.78% |
$20.4K - $23.2K
|
2.36K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.98% |
$20.4K - $23.2K
|
1.82K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 4.74% |
$19.9K - $22.6K
|
3.22K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
146+ 1.02% |
$19.9K - $22.6K
|
14.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
146+ 3.9% |
$19.9K - $22.6K
|
3.89K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
143+ 39.29% |
$19.5K - $22.1K
|
507
$74.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
141+ 0.89% |
$19.2K - $21.8K
|
15.9K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 24.16% |
$18.5K - $21K
|
699
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
124+ 3.93% |
$16.9K - $19.2K
|
3.28K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
119New |
$16.2K - $18.4K
|
119
$17.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.82% |
$16.2K - $18.4K
|
6.65K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
118+ 0.42% |
$16.1K - $18.3K
|
28.3K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
118+ 1.51% |
$16.1K - $18.3K
|
7.93K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
117New |
$15.9K - $18.1K
|
117
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
116+ 0.75% |
$15.8K - $17.9K
|
15.7K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
112+ 0.38% |
$15.3K - $17.3K
|
29.4K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 7.12% |
$14.9K - $16.9K
|
1.64K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
107+ 5.29% |
$14.6K - $16.6K
|
2.13K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
106+ 2.65% |
$14.4K - $16.4K
|
4.1K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
105+ 1.03% |
$14.3K - $16.2K
|
10.3K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
105+ 2.34% |
$14.3K - $16.2K
|
4.58K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
102+ 0.36% |
$13.9K - $15.8K
|
28.1K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
90+ 6.28% |
$12.3K - $13.9K
|
1.52K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
88+ 0.2% |
$12K - $13.6K
|
43.1K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
85+ 5.9% |
$11.6K - $13.2K
|
1.53K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 0.78% |
$11.2K - $12.7K
|
10.5K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79New |
$10.8K - $12.2K
|
79
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
75+ 3.81% |
$10.2K - $11.6K
|
2.04K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$10.1K - $11.5K
|
74
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
74+ 1.99% |
$10.1K - $11.5K
|
3.79K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
72+ 6.38% |
$9.81K - $11.1K
|
1.2K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
70+ 10.22% |
$9.54K - $10.8K
|
755
$111K
|