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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332+ 7.43% |
$45.2K - $51.4K
|
4.8K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
320+ 1777.78% |
$43.6K - $49.5K
|
338
$49.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
319New |
$43.5K - $49.4K
|
319
$46.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
315+ 6.06% |
$42.9K - $48.7K
|
5.51K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$45.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
308+ 13.03% |
$42K - $47.7K
|
2.67K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
307+ 7.64% |
$41.8K - $47.5K
|
4.33K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
301+ 20.24% |
$41K - $46.6K
|
1.79K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 8.5% |
$40.9K - $46.4K
|
3.83K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 47.77% |
$40.9K - $46.4K
|
928
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
299+ 13.34% |
$40.7K - $46.3K
|
2.54K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
284+ 15.09% |
$38.7K - $43.9K
|
2.17K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
279+ 9.26% |
$38K - $43.2K
|
3.29K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
276+ 4.31% |
$37.6K - $42.7K
|
6.69K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
274+ 3.87% |
$37.3K - $42.4K
|
7.36K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
273+ 2.69% |
$37.2K - $42.2K
|
10.4K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
270+ 10.54% |
$36.8K - $41.8K
|
2.83K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
269+ 15.23% |
$36.7K - $41.6K
|
2.04K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
265+ 17.04% |
$36.1K - $41K
|
1.82K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
260+ 4.35% |
$35.4K - $40.2K
|
6.24K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
259+ 1.62% |
$35.3K - $40.1K
|
16.2K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
259+ 5.05% |
$35.3K - $40.1K
|
5.38K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
258+ 86.0% |
$35.2K - $39.9K
|
558
$81.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 18.61% |
$34.6K - $39.3K
|
1.62K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
252+ 15.35% |
$34.3K - $39K
|
1.89K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
247+ 18.41% |
$33.7K - $38.2K
|
1.59K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
247+ 3.07% |
$33.7K - $38.2K
|
8.28K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
240+ 4.7% |
$32.7K - $37.1K
|
5.34K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
239+ 0.66% |
$32.6K - $37K
|
36.6K
$5.34M
|
|
|
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
$5.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
221+ 0.4% |
$30.1K - $34.2K
|
55.3K
$8.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
219+ 0.98% |
$29.8K - $33.9K
|
22.5K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
219New |
$29.8K - $33.9K
|
219
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
218+ 1.36% |
$29.7K - $33.7K
|
16.2K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
217+ 0.86% |
$29.6K - $33.6K
|
25.5K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
213New |
$29K - $33K
|
213
$31.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
206+ 0.37% |
$28.1K - $31.9K
|
55.2K
$8.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
206+ 9.04% |
$28.1K - $31.9K
|
2.48K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
204+ 6.7% |
$27.8K - $31.6K
|
3.25K
$474K
|
|
|
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
$639K
|
|
|
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
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
184+ 5.08% |
$25.1K - $28.5K
|
3.8K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
181+ 8.03% |
$24.7K - $28K
|
2.44K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
175+ 4.17% |
$23.8K - $27.1K
|
4.37K
$639K
|
|
|
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
$862K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
167+ 4.7% |
$22.8K - $25.8K
|
3.72K
$544K
|