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 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-54- 1.53% |
$7.36K - $8.36K
|
3.47K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 3.43% |
$7.5K - $8.51K
|
1.55K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 34.59% |
$7.5K - $8.51K
|
104
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 1.57% |
$7.63K - $8.67K
|
3.51K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-56- 0.97% |
$7.63K - $8.67K
|
5.69K
$833K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-59- 2.32% |
$8.04K - $9.13K
|
2.48K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-62- 0.28% |
$8.45K - $9.59K
|
21.9K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-68- 0.93% |
$9.27K - $10.5K
|
7.28K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-70- 1.54% |
$9.54K - $10.8K
|
4.48K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-70- 2.16% |
$9.54K - $10.8K
|
3.18K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-70- 1.34% |
$9.54K - $10.8K
|
5.15K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-70- 1.93% |
$9.54K - $10.8K
|
3.55K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-75- 0.67% |
$10.2K - $11.6K
|
11.2K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 1.66% |
$10.2K - $11.6K
|
4.45K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.36% |
$10.2K - $11.6K
|
5.45K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76- 4.66% |
$10.4K - $11.8K
|
1.55K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$10.9K - $12.4K
|
2.56K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-83- 0.07% |
$11.3K - $12.8K
|
126K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 3.44% |
$11.7K - $13.3K
|
2.42K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 15.28% |
$11.7K - $13.3K
|
477
$69.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-87- 5.08% |
$11.9K - $13.5K
|
1.63K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-89- 6.45% |
$12.1K - $13.8K
|
1.29K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-89- 5.46% |
$12.1K - $13.8K
|
1.54K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90- 7.36% |
$12.3K - $13.9K
|
1.13K
$166K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-90- 0.12% |
$12.3K - $13.9K
|
73.4K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-91- 1.32% |
$12.4K - $14.1K
|
6.8K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-93- 4.73% |
$12.7K - $14.4K
|
1.87K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-93- 35.36% |
$12.7K - $14.4K
|
170
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 22.22% |
$13.6K - $15.5K
|
350
$51.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 1.1% |
$13.6K - $15.5K
|
8.97K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 20.16% |
$13.6K - $15.5K
|
396
$58K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-100- 0.58% |
$13.6K - $15.5K
|
17.2K
$2.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-101- 0.55% |
$13.8K - $15.6K
|
18.2K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-104- 2.24% |
$14.2K - $16.1K
|
4.54K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-112- 4.46% |
$15.3K - $17.3K
|
2.4K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-112- 0.58% |
$15.3K - $17.3K
|
19.3K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-113- 1.98% |
$15.4K - $17.5K
|
5.58K
$817K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-113- 1.51% |
$15.4K - $17.5K
|
7.35K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-116- 0.73% |
$15.8K - $17.9K
|
15.7K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-122- 0.96% |
$16.6K - $18.9K
|
12.5K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-123- 0.58% |
$16.8K - $19K
|
21.1K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-130- 11.9% |
$17.7K - $20.1K
|
962
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-131- 1.27% |
$17.9K - $20.3K
|
10.2K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-138- 5.94% |
$18.8K - $21.4K
|
2.19K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.05% |
$18.9K - $21.5K
|
282K
$41.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-139- 14.03% |
$18.9K - $21.5K
|
852
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-141- 3.88% |
$19.2K - $21.8K
|
3.49K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 50.0% |
$19.4K - $22K
|
142
$20.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-146- 3.75% |
$19.9K - $22.6K
|
3.75K
$549K
|