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 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-104- 2.24% |
$14.2K - $16.1K
|
4.54K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-109- 1.33% |
$14.9K - $16.9K
|
8.07K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-110- 1.09% |
$15K - $17K
|
9.98K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-112- 0.58% |
$15.3K - $17.3K
|
19.3K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-112- 4.46% |
$15.3K - $17.3K
|
2.4K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-113- 1.51% |
$15.4K - $17.5K
|
7.35K
$975K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-113- 1.98% |
$15.4K - $17.5K
|
5.58K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-116- 0.73% |
$15.8K - $17.9K
|
15.7K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-122- 0.96% |
$16.6K - $18.9K
|
12.5K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-123- 0.58% |
$16.8K - $19K
|
21.1K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-128- 36.16% |
$17.4K - $19.8K
|
226
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-130- 11.9% |
$17.7K - $20.1K
|
962
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-131- 1.27% |
$17.9K - $20.3K
|
10.2K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-138- 5.94% |
$18.8K - $21.4K
|
2.19K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.05% |
$18.9K - $21.5K
|
282K
$37.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-139- 14.03% |
$18.9K - $21.5K
|
852
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-140- 0.27% |
$19.1K - $21.7K
|
50.9K
$6.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-141- 3.88% |
$19.2K - $21.8K
|
3.49K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 50.0% |
$19.4K - $22K
|
142
$18.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-144- 0.77% |
$19.6K - $22.3K
|
18.6K
$2.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-146- 3.75% |
$19.9K - $22.6K
|
3.75K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-148- 1.33% |
$20.2K - $22.9K
|
11K
$1.46M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-148- 3.76% |
$20.2K - $22.9K
|
3.79K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-149- 7.64% |
$20.3K - $23.1K
|
1.8K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-150- 69.44% |
$20.4K - $23.2K
|
66
$8.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-150- 69.44% |
$20.4K - $23.2K
|
66
$8.75K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-150- 2.03% |
$20.4K - $23.2K
|
7.25K
$961K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-151- 0.95% |
$20.6K - $23.4K
|
15.7K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-153- 8.64% |
$20.9K - $23.7K
|
1.62K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-153- 0.41% |
$20.9K - $23.7K
|
36.8K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-155- 48.74% |
$21.1K - $24K
|
163
$21.6K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-158- 3.58% |
$21.5K - $24.4K
|
4.26K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 12.58% |
$21.7K - $24.6K
|
1.11K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-161- 3.68% |
$21.9K - $24.9K
|
4.21K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-162- 0.75% |
$22.1K - $25.1K
|
21.5K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-162- 5.51% |
$22.1K - $25.1K
|
2.78K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-163- 1.32% |
$22.2K - $25.2K
|
12.1K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-164- 0.48% |
$22.3K - $25.4K
|
33.9K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-165- 5.03% |
$22.5K - $25.5K
|
3.12K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-168- 1.22% |
$22.9K - $26K
|
13.6K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-170- 0.88% |
$23.2K - $26.3K
|
19.2K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-170- 19.68% |
$23.2K - $26.3K
|
694
$92.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-172- 4.38% |
$23.4K - $26.6K
|
3.75K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 16.83% |
$23.8K - $27.1K
|
865
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-176- 4.67% |
$24K - $27.2K
|
3.6K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-178- 4.86% |
$24.3K - $27.5K
|
3.49K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-182- 47.15% |
$24.8K - $28.2K
|
204
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 11.4% |
$25.2K - $28.6K
|
1.44K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-185- 0.88% |
$25.2K - $28.6K
|
20.9K
$2.77M
|