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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 0.17% |
$2.45K - $2.79K
|
10.6K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-21- 0.05% |
$2.86K - $3.25K
|
40.5K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-21- 0.43% |
$2.86K - $3.25K
|
4.91K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-23- 0.48% |
$3.13K - $3.56K
|
4.77K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.91% |
$3.13K - $3.56K
|
1.18K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23- 1.46% |
$3.13K - $3.56K
|
1.55K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-25- 0.83% |
$3.41K - $3.87K
|
3K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 50.0% |
$3.41K - $3.87K
|
25
$3.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-28- 0.87% |
$3.82K - $4.33K
|
3.17K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-28- 0.11% |
$3.82K - $4.33K
|
25.1K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-28- 1.79% |
$3.82K - $4.33K
|
1.54K
$208K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28Closed |
$3.82K - $4.33K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.72% |
$3.95K - $4.49K
|
4K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-30- 1.23% |
$4.09K - $4.64K
|
2.42K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 0.4% |
$4.09K - $4.64K
|
7.41K
$1M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.24% |
$4.09K - $4.64K
|
2.39K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-32- 28.32% |
$4.36K - $4.95K
|
81
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-32- 0.19% |
$4.36K - $4.95K
|
16.7K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-33- 1.58% |
$4.5K - $5.11K
|
2.05K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 0.51% |
$4.77K - $5.42K
|
6.78K
$918K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.68% |
$4.77K - $5.42K
|
5.14K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.88% |
$4.77K - $5.42K
|
3.96K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-36- 0.97% |
$4.91K - $5.57K
|
3.67K
$497K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-38- 0.67% |
$5.18K - $5.88K
|
5.63K
$763K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38- 0.25% |
$5.18K - $5.88K
|
15.2K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 1.88% |
$5.18K - $5.88K
|
1.98K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.64% |
$5.45K - $6.19K
|
6.18K
$837K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-40- 3.47% |
$5.45K - $6.19K
|
1.11K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 29.71% |
$5.59K - $6.34K
|
97
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-42- 2.3% |
$5.72K - $6.5K
|
1.78K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-44- 1.41% |
$6K - $6.81K
|
3.07K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-45- 51.72% |
$6.13K - $6.96K
|
42
$5.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47- 42.73% |
$6.41K - $7.27K
|
63
$8.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-47- 0.69% |
$6.41K - $7.27K
|
6.77K
$917K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-48- 1.22% |
$6.54K - $7.43K
|
3.87K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-48- 0.19% |
$6.54K - $7.43K
|
24.9K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-49- 0.82% |
$6.68K - $7.58K
|
5.95K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.41% |
$6.81K - $7.74K
|
2.02K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-50- 0.41% |
$6.81K - $7.74K
|
12K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 2.11% |
$6.81K - $7.74K
|
2.32K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 1.11% |
$6.81K - $7.74K
|
4.45K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-51- 0.18% |
$6.95K - $7.89K
|
27.7K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-51- 0.34% |
$6.95K - $7.89K
|
14.8K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-52- 1.53% |
$7.09K - $8.05K
|
3.35K
$454K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-52- 3.44% |
$7.09K - $8.05K
|
1.46K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-54- 1.53% |
$7.36K - $8.36K
|
3.47K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-54- 10.65% |
$7.36K - $8.36K
|
453
$61.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 34.59% |
$7.5K - $8.51K
|
104
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 3.43% |
$7.5K - $8.51K
|
1.55K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 3.5% |
$7.5K - $8.51K
|
1.52K
$205K
|