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 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
976+ 9.13% |
$133K - $151K
|
11.7K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
976+ 20.77% |
$133K - $151K
|
5.67K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
963+ 8.04% |
$131K - $149K
|
12.9K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
961New |
$131K - $149K
|
961
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
945+ 0.71% |
$129K - $146K
|
134K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
939+ 3.51% |
$128K - $145K
|
27.7K
$3.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
936New |
$128K - $145K
|
936
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922+ 51.71% |
$126K - $143K
|
2.71K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
911+ 17.83% |
$124K - $141K
|
6.02K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
889+ 8.41% |
$121K - $138K
|
11.5K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
879+ 2.73% |
$120K - $136K
|
33K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
871+ 1.64% |
$119K - $135K
|
54K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
869+ 12.85% |
$118K - $134K
|
7.63K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
861+ 97.18% |
$117K - $133K
|
1.75K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
834+ 5.2% |
$114K - $129K
|
16.9K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
831+ 9.8% |
$113K - $129K
|
9.31K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
830+ 8.54% |
$113K - $128K
|
10.5K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
830+ 11.3% |
$113K - $128K
|
8.18K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
815+ 17.2% |
$111K - $126K
|
5.55K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
804+ 3.01% |
$110K - $124K
|
27.5K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
798+ 4.13% |
$109K - $123K
|
20.1K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
798+ 1.83% |
$109K - $123K
|
44.5K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
795+ 0.52% |
$108K - $123K
|
154K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
791+ 12.82% |
$108K - $122K
|
6.96K
$943K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
772+ 19.74% |
$105K - $119K
|
4.68K
$634K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
762+ 12.2% |
$104K - $118K
|
7.01K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
761+ 11.43% |
$104K - $118K
|
7.42K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
761+ 18.9% |
$104K - $118K
|
4.79K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
750New |
$102K - $116K
|
750
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
748+ 2.17% |
$102K - $116K
|
35.2K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
735+ 13.45% |
$100K - $114K
|
6.2K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
733+ 7.96% |
$99.9K - $113K
|
9.94K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
730+ 4.4% |
$99.5K - $113K
|
17.3K
$2.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
723+ 46.26% |
$98.5K - $112K
|
2.29K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
723+ 3.27% |
$98.5K - $112K
|
22.9K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
722+ 11.9% |
$98.4K - $112K
|
6.79K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
722+ 3.07% |
$98.4K - $112K
|
24.3K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 0.72% |
$98.3K - $112K
|
100K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
720+ 258.06% |
$98.1K - $111K
|
999
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
710+ 7.24% |
$96.8K - $110K
|
10.5K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
701+ 2.09% |
$95.5K - $108K
|
34.2K
$4.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
692+ 3.0% |
$94.3K - $107K
|
23.8K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
689+ 2.53% |
$93.9K - $107K
|
27.9K
$3.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
667+ 38.29% |
$90.9K - $103K
|
2.41K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
652+ 3.59% |
$88.9K - $101K
|
18.8K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
651+ 1.25% |
$88.7K - $101K
|
52.7K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
650+ 11.52% |
$88.6K - $101K
|
6.29K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
650+ 11.2% |
$88.6K - $101K
|
6.45K
$874K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
643+ 23.13% |
$87.6K - $99.5K
|
3.42K
$464K
|