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
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.41% |
$6.81K - $7.74K
|
2.02K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-50- 0.41% |
$6.81K - $7.74K
|
12K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 2.11% |
$6.81K - $7.74K
|
2.32K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 1.11% |
$6.81K - $7.74K
|
4.45K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-51- 0.18% |
$6.95K - $7.89K
|
27.7K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-51- 0.34% |
$6.95K - $7.89K
|
14.8K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-54- 1.53% |
$7.36K - $8.36K
|
3.47K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-54- 10.65% |
$7.36K - $8.36K
|
453
$66.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 34.59% |
$7.5K - $8.51K
|
104
$15.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 3.43% |
$7.5K - $8.51K
|
1.55K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-56- 0.97% |
$7.63K - $8.67K
|
5.69K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-56- 1.57% |
$7.63K - $8.67K
|
3.51K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-59- 2.32% |
$8.04K - $9.13K
|
2.48K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-62- 0.28% |
$8.45K - $9.59K
|
21.9K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-68- 0.93% |
$9.27K - $10.5K
|
7.28K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-70- 1.54% |
$9.54K - $10.8K
|
4.48K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-70- 1.93% |
$9.54K - $10.8K
|
3.55K
$519K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-70- 2.16% |
$9.54K - $10.8K
|
3.18K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-70- 1.34% |
$9.54K - $10.8K
|
5.15K
$752K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 1.66% |
$10.2K - $11.6K
|
4.45K
$649K
|
|
|
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
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.36% |
$10.2K - $11.6K
|
5.45K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-75- 3.38% |
$10.2K - $11.6K
|
2.14K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76- 4.66% |
$10.4K - $11.8K
|
1.55K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-80- 3.03% |
$10.9K - $12.4K
|
2.56K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-83- 0.07% |
$11.3K - $12.8K
|
126K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 15.28% |
$11.7K - $13.3K
|
477
$69.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 3.44% |
$11.7K - $13.3K
|
2.42K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-87- 5.08% |
$11.9K - $13.5K
|
1.63K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-89- 5.46% |
$12.1K - $13.8K
|
1.54K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-89- 6.45% |
$12.1K - $13.8K
|
1.29K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-89- 3.29% |
$12.1K - $13.8K
|
2.62K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90- 7.36% |
$12.3K - $13.9K
|
1.13K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-90- 0.12% |
$12.3K - $13.9K
|
73.4K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-91- 1.32% |
$12.4K - $14.1K
|
6.8K
$993K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-93- 35.36% |
$12.7K - $14.4K
|
170
$24.8K
|
|
|
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
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 20.16% |
$13.6K - $15.5K
|
396
$57.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 22.22% |
$13.6K - $15.5K
|
350
$51.1K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-100- 0.58% |
$13.6K - $15.5K
|
17.2K
$2.51M
|
|
|
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 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-101- 0.55% |
$13.8K - $15.6K
|
18.2K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-102- 5.53% |
$13.9K - $15.8K
|
1.74K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-104- 2.24% |
$14.2K - $16.1K
|
4.54K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-109- 1.33% |
$14.9K - $16.9K
|
8.07K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-110- 1.09% |
$15K - $17K
|
9.98K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-112- 0.58% |
$15.3K - $17.3K
|
19.3K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-112- 4.46% |
$15.3K - $17.3K
|
2.4K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-113- 1.51% |
$15.4K - $17.5K
|
7.35K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-113- 1.98% |
$15.4K - $17.5K
|
5.58K
$815K
|