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
|
Rda Financial Network
|
BUY
|
- |
30+ 0.92% |
$4.09K - $4.64K
|
3.28K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.33% |
$4.09K - $4.64K
|
9.05K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.13% |
$3.82K - $4.33K
|
21.4K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
28New |
$3.82K - $4.33K
|
28
$3.71K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
28New |
$3.82K - $4.33K
|
28
$3.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$3.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.41% |
$3.68K - $4.18K
|
1.94K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 5.15% |
$3.54K - $4.02K
|
531
$70.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$43K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.44% |
$3.27K - $3.71K
|
5.47K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.58% |
$3.27K - $3.71K
|
4.14K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 2.34% |
$3.27K - $3.71K
|
1.05K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
24+ 0.05% |
$3.27K - $3.71K
|
46.9K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 9.44% |
$3K - $3.4K
|
255
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 7.02% |
$2.73K - $3.09K
|
305
$40.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
20+ 6.39% |
$2.73K - $3.09K
|
333
$44.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
18+ 0.41% |
$2.45K - $2.79K
|
4.45K
$591K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.17% |
$2.32K - $2.63K
|
10.1K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 0.2% |
$2.32K - $2.63K
|
8.59K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
16+ 0.57% |
$2.18K - $2.48K
|
2.81K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.25% |
$2.18K - $2.48K
|
6.48K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
15+ 0.59% |
$2.04K - $2.32K
|
2.56K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.07% |
$2.04K - $2.32K
|
22.6K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 0.05% |
$2.04K - $2.32K
|
32.9K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.86% |
$1.91K - $2.17K
|
1.65K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.35% |
$1.91K - $2.17K
|
4.07K
$539K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$1.77K - $2.01K
|
13
$1.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12+ 0.7% |
$1.64K - $1.86K
|
1.72K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12+ 0.21% |
$1.64K - $1.86K
|
5.64K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12New |
$1.64K - $1.86K
|
12
$1.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.27% |
$1.5K - $1.7K
|
4.05K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.45% |
$1.36K - $1.55K
|
2.26K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 1.41% |
$1.36K - $1.55K
|
718
$95.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$1.09K - $1.24K
|
4.12K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.46% |
$1.09K - $1.24K
|
1.75K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8+ 1.47% |
$1.09K - $1.24K
|
551
$73.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
8+ 0.45% |
$1.09K - $1.24K
|
1.79K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.24% |
$1.09K - $1.24K
|
3.4K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.41% |
$1.09K - $1.24K
|
1.96K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.35% |
$954 - $1.08K
|
1.98K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.21% |
$954 - $1.08K
|
3.37K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7+ 0.32% |
$954 - $1.08K
|
2.21K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6New |
$818 - $928
|
6
$796
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.06% |
$681 - $774
|
8.59K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.31% |
$681 - $774
|
1.64K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4+ 0.23% |
$545 - $619
|
1.71K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 2.65% |
$545 - $619
|
155
$20.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.27% |
$545 - $619
|
1.49K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.2% |
$545 - $619
|
1.98K
$263K
|