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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
196+ 3.97% |
$26.7K - $30.3K
|
5.13K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 3.95% |
$25.8K - $29.2K
|
4.97K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
184+ 5.08% |
$25.1K - $28.5K
|
3.8K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
183+ 1.91% |
$24.9K - $28.3K
|
9.76K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
181+ 8.03% |
$24.7K - $28K
|
2.44K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
175+ 4.17% |
$23.8K - $27.1K
|
4.37K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
170+ 12.29% |
$23.2K - $26.3K
|
1.55K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
169+ 2.95% |
$23K - $26.2K
|
5.9K
$782K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
167+ 4.7% |
$22.8K - $25.8K
|
3.72K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
160New |
$21.8K - $24.8K
|
160
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
159+ 3.03% |
$21.7K - $24.6K
|
5.41K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
157+ 3.64% |
$21.4K - $24.3K
|
4.47K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
157+ 8.16% |
$21.4K - $24.3K
|
2.08K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
157New |
$21.4K - $24.3K
|
157
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
155+ 8.24% |
$21.1K - $24K
|
2.04K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
153+ 7.61% |
$20.9K - $23.7K
|
2.16K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
150+ 6.78% |
$20.4K - $23.2K
|
2.36K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.98% |
$20.4K - $23.2K
|
1.82K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 4.74% |
$19.9K - $22.6K
|
3.22K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
146+ 1.02% |
$19.9K - $22.6K
|
14.5K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
146+ 3.9% |
$19.9K - $22.6K
|
3.89K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
143+ 39.29% |
$19.5K - $22.1K
|
507
$67.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
141+ 0.89% |
$19.2K - $21.8K
|
15.9K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
138+ 36.8% |
$18.8K - $21.4K
|
513
$68K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 24.16% |
$18.5K - $21K
|
699
$92.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$16.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
124+ 3.93% |
$16.9K - $19.2K
|
3.28K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$15.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
120+ 5.16% |
$16.4K - $18.6K
|
2.45K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.82% |
$16.2K - $18.4K
|
6.65K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
119New |
$16.2K - $18.4K
|
119
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
118+ 1.51% |
$16.1K - $18.3K
|
7.93K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
118+ 0.42% |
$16.1K - $18.3K
|
28.3K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
117New |
$15.9K - $18.1K
|
117
$15.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
116+ 0.75% |
$15.8K - $17.9K
|
15.7K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
115New |
$15.7K - $17.8K
|
115
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
112+ 0.38% |
$15.3K - $17.3K
|
29.4K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 7.12% |
$14.9K - $16.9K
|
1.64K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
109+ 3.88% |
$14.9K - $16.9K
|
2.92K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
107+ 5.29% |
$14.6K - $16.6K
|
2.13K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
107+ 2.52% |
$14.6K - $16.6K
|
4.35K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
106+ 2.65% |
$14.4K - $16.4K
|
4.1K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
105+ 2.34% |
$14.3K - $16.2K
|
4.58K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
105+ 1.03% |
$14.3K - $16.2K
|
10.3K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
105+ 7.41% |
$14.3K - $16.2K
|
1.52K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$13.9K
|