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 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.18% |
$954 - $1.08K
|
3.86K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.31% |
$1.09K - $1.24K
|
2.61K
$346K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9- 0.17% |
$1.23K - $1.39K
|
5.39K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-9- 1.28% |
$1.23K - $1.39K
|
696
$92.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10- 0.24% |
$1.36K - $1.55K
|
4.24K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-10- 32.26% |
$1.36K - $1.55K
|
21
$2.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 10.1% |
$1.36K - $1.55K
|
89
$11.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-12- 7.79% |
$1.64K - $1.86K
|
142
$18.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13- 0.71% |
$1.77K - $2.01K
|
1.82K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-13- 0.41% |
$1.77K - $2.01K
|
3.15K
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 26.42% |
$1.91K - $2.17K
|
39
$5.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15- 0.51% |
$2.04K - $2.32K
|
2.92K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-15- 0.4% |
$2.04K - $2.32K
|
3.76K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-17- 0.3% |
$2.32K - $2.63K
|
5.66K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 0.17% |
$2.45K - $2.79K
|
10.6K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-21- 0.05% |
$2.86K - $3.25K
|
40.5K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-21- 0.43% |
$2.86K - $3.25K
|
4.91K
$651K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-23- 0.48% |
$3.13K - $3.56K
|
4.77K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.91% |
$3.13K - $3.56K
|
1.18K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23- 1.46% |
$3.13K - $3.56K
|
1.55K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-25- 0.83% |
$3.41K - $3.87K
|
3K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 50.0% |
$3.41K - $3.87K
|
25
$3.32K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-28- 0.87% |
$3.82K - $4.33K
|
3.17K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-28- 0.11% |
$3.82K - $4.33K
|
25.1K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-28- 1.79% |
$3.82K - $4.33K
|
1.54K
$204K
|
|
|
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
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-30- 1.23% |
$4.09K - $4.64K
|
2.42K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 0.4% |
$4.09K - $4.64K
|
7.41K
$982K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.24% |
$4.09K - $4.64K
|
2.39K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-32- 28.32% |
$4.36K - $4.95K
|
81
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-32- 0.19% |
$4.36K - $4.95K
|
16.7K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-33- 1.58% |
$4.5K - $5.11K
|
2.05K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 0.51% |
$4.77K - $5.42K
|
6.78K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.68% |
$4.77K - $5.42K
|
5.14K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.88% |
$4.77K - $5.42K
|
3.96K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-36- 0.97% |
$4.91K - $5.57K
|
3.67K
$486K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-38- 0.67% |
$5.18K - $5.88K
|
5.63K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38- 0.25% |
$5.18K - $5.88K
|
15.2K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 1.88% |
$5.18K - $5.88K
|
1.98K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.64% |
$5.45K - $6.19K
|
6.18K
$819K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-40- 3.47% |
$5.45K - $6.19K
|
1.11K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 29.71% |
$5.59K - $6.34K
|
97
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-42- 2.3% |
$5.72K - $6.5K
|
1.78K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-44- 1.41% |
$6K - $6.81K
|
3.07K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-45- 51.72% |
$6.13K - $6.96K
|
42
$5.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47- 42.73% |
$6.41K - $7.27K
|
63
$8.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-47- 0.69% |
$6.41K - $7.27K
|
6.77K
$898K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-48- 1.22% |
$6.54K - $7.43K
|
3.87K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-48- 0.19% |
$6.54K - $7.43K
|
24.9K
$3.3M
|