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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-306- 41.35% |
$41.7K - $47.4K
|
434
$62.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-311- 6.26% |
$42.4K - $48.1K
|
4.65K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-317- 8.83% |
$43.2K - $49.1K
|
3.27K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-317- 4.9% |
$43.2K - $49.1K
|
6.15K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-324- 4.86% |
$44.2K - $50.1K
|
6.34K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 13.31% |
$45.2K - $51.4K
|
2.16K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-333- 5.72% |
$45.4K - $51.5K
|
5.48K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-337- 3.71% |
$45.9K - $52.1K
|
8.75K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-338- 1.15% |
$46.1K - $52.3K
|
29.2K
$4.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-338- 11.81% |
$46.1K - $52.3K
|
2.52K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-340- 1.65% |
$46.3K - $52.6K
|
20.3K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 51.59% |
$46.5K - $52.8K
|
320
$46.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-344- 37.07% |
$46.9K - $53.2K
|
584
$84.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-344- 16.03% |
$46.9K - $53.2K
|
1.8K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-347- 6.13% |
$47.3K - $53.7K
|
5.32K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-358- 2.6% |
$48.8K - $55.4K
|
13.4K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-362- 1.8% |
$49.3K - $56K
|
19.8K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-365- 19.23% |
$49.7K - $56.5K
|
1.53K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-366- 19.32% |
$49.9K - $56.6K
|
1.53K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-366- 7.31% |
$49.9K - $56.6K
|
4.64K
$672K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-369- 3.66% |
$50.3K - $57.1K
|
9.71K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-370- 1.83% |
$50.4K - $57.3K
|
19.9K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-377- 4.87% |
$51.4K - $58.3K
|
7.36K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-380- 7.31% |
$51.8K - $58.8K
|
4.82K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-380- 6.9% |
$51.8K - $58.8K
|
5.13K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-382- 15.88% |
$52.1K - $59.1K
|
2.02K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-387- 3.92% |
$52.7K - $59.9K
|
9.49K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-389- 19.56% |
$53K - $60.2K
|
1.6K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-394- 9.71% |
$53.7K - $61K
|
3.66K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-396- 0.85% |
$54K - $61.3K
|
46.2K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-397- 8.11% |
$54.1K - $61.4K
|
4.5K
$652K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-400- 21.33% |
$54.5K - $61.9K
|
1.48K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-400- 1.92% |
$54.5K - $61.9K
|
20.5K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-410- 17.61% |
$55.9K - $63.4K
|
1.92K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-424- 5.3% |
$57.8K - $65.6K
|
7.58K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-428- 13.67% |
$58.3K - $66.2K
|
2.7K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-429- 2.78% |
$58.5K - $66.4K
|
15K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-432- 2.03% |
$58.9K - $66.8K
|
20.9K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-438- 0.6% |
$59.7K - $67.8K
|
72.6K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-442- 9.16% |
$60.2K - $68.4K
|
4.38K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-447- 5.32% |
$60.9K - $69.2K
|
7.95K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-451- 3.61% |
$61.5K - $69.8K
|
12.1K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-463- 7.95% |
$63.1K - $71.6K
|
5.36K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-478- 2.89% |
$65.1K - $74K
|
16K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-480- 9.83% |
$65.4K - $74.3K
|
4.4K
$638K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-480- 1.95% |
$65.4K - $74.3K
|
24.1K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-490- 28.13% |
$66.8K - $75.8K
|
1.25K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-498- 24.19% |
$67.9K - $77.1K
|
1.56K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-498- 2.72% |
$67.9K - $77.1K
|
17.8K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-500- 11.44% |
$68.1K - $77.4K
|
3.87K
$560K
|