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 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.17K- 7.42% |
$295K - $335K
|
27K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 1.28% |
$309K - $351K
|
176K
$25.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.37K- 45.8% |
$322K - $366K
|
2.8K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.38K- 3.6% |
$325K - $369K
|
63.8K
$9.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.41K- 1.91% |
$328K - $372K
|
124K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.43K- 3.22% |
$331K - $376K
|
73.1K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.44K- 24.9% |
$332K - $377K
|
7.35K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.45K- 7.67% |
$334K - $379K
|
29.5K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 21.57% |
$337K - $383K
|
8.99K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.48K- 26.58% |
$339K - $384K
|
6.86K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.49K- 6.41% |
$339K - $385K
|
36.3K
$5.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.51K- 33.36% |
$341K - $388K
|
5K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 40.08% |
$344K - $391K
|
3.77K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.57K- 17.33% |
$351K - $398K
|
12.3K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.57K- 21.84% |
$351K - $398K
|
9.21K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.62K- 35.88% |
$357K - $406K
|
4.69K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.63K- 8.68% |
$358K - $407K
|
27.6K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.64K- 19.13% |
$360K - $408K
|
11.2K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 10.56% |
$367K - $416K
|
22.8K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.7K- 9.66% |
$368K - $418K
|
25.2K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.73K- 6.79% |
$372K - $422K
|
37.5K
$5.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.74K- 1.86% |
$374K - $424K
|
145K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 8.26% |
$385K - $437K
|
31.3K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.9K- 58.59% |
$395K - $449K
|
2.05K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 13.05% |
$402K - $456K
|
19.6K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.96K- 35.99% |
$404K - $458K
|
5.27K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.06K- 32.39% |
$416K - $473K
|
6.38K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.1K- 7.17% |
$423K - $480K
|
40.2K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.37K- 23.94% |
$459K - $521K
|
10.7K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.49K- 38.6% |
$476K - $540K
|
5.55K
$813K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.56K- 2.96% |
$485K - $551K
|
117K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-3.56K- 17.23% |
$485K - $551K
|
17.1K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.58K- 55.76% |
$487K - $554K
|
2.84K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.62K- 40.12% |
$493K - $559K
|
5.4K
$790K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 9.05% |
$495K - $562K
|
36.5K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.74K- 4.05% |
$510K - $579K
|
88.8K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.78K- 9.68% |
$515K - $585K
|
35.3K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.89K- 28.34% |
$530K - $601K
|
9.83K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.05K- 8.75% |
$552K - $626K
|
42.2K
$6.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.11K- 36.28% |
$560K - $636K
|
7.21K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.16K- 5.08% |
$567K - $644K
|
77.7K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.16K- 26.79% |
$567K - $644K
|
11.4K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.31K- 13.04% |
$588K - $667K
|
28.7K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4.43K- 20.44% |
$604K - $686K
|
17.3K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.54K- 22.31% |
$618K - $702K
|
15.8K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.55K- 24.84% |
$620K - $705K
|
13.8K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.6K- 4.75% |
$627K - $712K
|
92.3K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 14.66% |
$642K - $729K
|
27.4K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.73K- 40.75% |
$644K - $731K
|
6.87K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.96K- 12.05% |
$676K - $768K
|
36.2K
$5.31M
|