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 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$10.1K - $11.5K
|
74
$10K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
74+ 1.99% |
$10.1K - $11.5K
|
3.79K
$513K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
73New |
$9.95K - $11.3K
|
73
$9.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
72+ 6.38% |
$9.81K - $11.1K
|
1.2K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
70+ 10.22% |
$9.54K - $10.8K
|
755
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
67+ 0.73% |
$9.13K - $10.4K
|
9.28K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
66New |
$8.99K - $10.2K
|
66
$8.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 0.87% |
$8.99K - $10.2K
|
7.62K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
65+ 0.27% |
$8.86K - $10.1K
|
23.8K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
65New |
$8.86K - $10.1K
|
65
$8.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 387.5% |
$8.45K - $9.59K
|
78
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 0.19% |
$8.45K - $9.59K
|
32.5K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.17% |
$8.18K - $9.28K
|
1.95K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
59+ 1.49% |
$8.04K - $9.13K
|
4.03K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
58+ 4.45% |
$7.9K - $8.97K
|
1.36K
$185K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
58+ 2.97% |
$7.9K - $8.97K
|
2.01K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
57+ 1.89% |
$7.77K - $8.82K
|
3.08K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57+ 19.52% |
$7.77K - $8.82K
|
349
$47.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 0.17% |
$7.09K - $8.05K
|
31.2K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
51+ 1.57% |
$6.95K - $7.89K
|
3.3K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.08% |
$6.95K - $7.89K
|
4.77K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
50+ 0.27% |
$6.81K - $7.74K
|
18.5K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 0.51% |
$6.81K - $7.74K
|
9.88K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 3.4% |
$6.81K - $7.74K
|
1.52K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
46+ 12.17% |
$6.27K - $7.12K
|
424
$57.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
45+ 0.36% |
$6.13K - $6.96K
|
12.4K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.85% |
$5.72K - $6.5K
|
4.97K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.96% |
$5.45K - $6.19K
|
4.19K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
39+ 2.18% |
$5.31K - $6.03K
|
1.83K
$248K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 2.61% |
$5.18K - $5.88K
|
1.49K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.1% |
$5.18K - $5.88K
|
38.7K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
37+ 0.48% |
$5.04K - $5.73K
|
7.79K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 1.2% |
$4.63K - $5.26K
|
2.86K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
34+ 0.86% |
$4.63K - $5.26K
|
3.98K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
31+ 0.03% |
$4.22K - $4.8K
|
100K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.92% |
$4.09K - $4.64K
|
3.28K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.33% |
$4.09K - $4.64K
|
9.05K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.13% |
$3.82K - $4.33K
|
21.4K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
28New |
$3.82K - $4.33K
|
28
$3.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$3.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.41% |
$3.68K - $4.18K
|
1.94K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 5.15% |
$3.54K - $4.02K
|
531
$71.9K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$43.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.44% |
$3.27K - $3.71K
|
5.47K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.58% |
$3.27K - $3.71K
|
4.14K
$561K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 2.34% |
$3.27K - $3.71K
|
1.05K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
24+ 0.05% |
$3.27K - $3.71K
|
46.9K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 9.44% |
$3K - $3.4K
|
255
$34.5K
|