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 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
689+ 2.53% |
$93.9K - $107K
|
27.9K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$722K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
667+ 38.29% |
$90.9K - $103K
|
2.41K
$320K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
662+ 30.56% |
$90.2K - $102K
|
2.83K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
652+ 3.59% |
$88.9K - $101K
|
18.8K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
651+ 1.25% |
$88.7K - $101K
|
52.7K
$6.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
650+ 11.52% |
$88.6K - $101K
|
6.29K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
650+ 11.2% |
$88.6K - $101K
|
6.45K
$856K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
643+ 23.13% |
$87.6K - $99.5K
|
3.42K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
642+ 22.97% |
$87.5K - $99.3K
|
3.44K
$456K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
638+ 29.09% |
$86.9K - $98.7K
|
2.83K
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
637+ 9.12% |
$86.8K - $98.6K
|
7.62K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
630+ 5.32% |
$85.9K - $97.5K
|
12.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
630+ 1.94% |
$85.9K - $97.5K
|
33K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
628+ 3.46% |
$85.6K - $97.2K
|
18.8K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
623+ 5.51% |
$84.9K - $96.4K
|
11.9K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
613New |
$83.5K - $94.9K
|
613
$81.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
611New |
$83.3K - $94.5K
|
611
$81K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
607+ 7.71% |
$82.7K - $93.9K
|
8.48K
$1.12M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
607+ 7.71% |
$82.7K - $93.9K
|
8.48K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
589+ 35.31% |
$80.3K - $91.1K
|
2.26K
$299K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
589+ 36.9% |
$80.3K - $91.1K
|
2.19K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 16.88% |
$79.6K - $90.4K
|
4.04K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
579+ 3.89% |
$78.9K - $89.6K
|
15.5K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
576+ 40.31% |
$78.5K - $89.1K
|
2.01K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
575+ 150.13% |
$78.4K - $89K
|
958
$127K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
574+ 1.88% |
$78.2K - $88.8K
|
31.1K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
568+ 14.61% |
$77.4K - $87.9K
|
4.46K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
557+ 0.26% |
$75.9K - $86.2K
|
215K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
555+ 33.47% |
$75.6K - $85.9K
|
2.21K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
548+ 11.67% |
$74.7K - $84.8K
|
5.24K
$695K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
546New |
$74.4K - $84.5K
|
546
$72.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
539+ 2.0% |
$73.5K - $83.4K
|
27.4K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
529+ 30.25% |
$72.1K - $81.9K
|
2.28K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
519+ 3.61% |
$70.7K - $80.3K
|
14.9K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
515+ 3.49% |
$70.2K - $79.7K
|
15.3K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
514+ 1.77% |
$70K - $79.5K
|
29.6K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
510+ 10.02% |
$69.5K - $78.9K
|
5.6K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
508+ 34.94% |
$69.2K - $78.6K
|
1.96K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
506+ 12.35% |
$69K - $78.3K
|
4.6K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
506+ 2.12% |
$69K - $78.3K
|
24.4K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
506+ 176.92% |
$69K - $78.3K
|
792
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
492+ 11.03% |
$67K - $76.1K
|
4.95K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
492+ 4.3% |
$67K - $76.1K
|
11.9K
$1.58M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
490+ 3.92% |
$66.8K - $75.8K
|
13K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
487+ 5.53% |
$66.4K - $75.4K
|
9.3K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486+ 55.93% |
$66.2K - $75.2K
|
1.36K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
483+ 8.57% |
$65.8K - $74.7K
|
6.12K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
480+ 9.03% |
$65.4K - $74.3K
|
5.79K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
464+ 2.05% |
$63.2K - $71.8K
|
23.1K
$3.06M
|