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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.05% |
$18.9K - $21.5K
|
282K
$38.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-139- 14.03% |
$18.9K - $21.5K
|
852
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-140- 0.27% |
$19.1K - $21.7K
|
50.9K
$6.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-141- 3.88% |
$19.2K - $21.8K
|
3.49K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 50.0% |
$19.4K - $22K
|
142
$19.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-144- 0.77% |
$19.6K - $22.3K
|
18.6K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-146- 3.75% |
$19.9K - $22.6K
|
3.75K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-148- 1.33% |
$20.2K - $22.9K
|
11K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-148- 3.76% |
$20.2K - $22.9K
|
3.79K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-149- 7.64% |
$20.3K - $23.1K
|
1.8K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-150- 69.44% |
$20.4K - $23.2K
|
66
$8.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-150- 69.44% |
$20.4K - $23.2K
|
66
$8.94K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-150- 2.03% |
$20.4K - $23.2K
|
7.25K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-151- 0.95% |
$20.6K - $23.4K
|
15.7K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-153- 8.64% |
$20.9K - $23.7K
|
1.62K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-153- 0.41% |
$20.9K - $23.7K
|
36.8K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-155- 48.74% |
$21.1K - $24K
|
163
$22.1K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-158- 3.58% |
$21.5K - $24.4K
|
4.26K
$577K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 12.58% |
$21.7K - $24.6K
|
1.11K
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-161- 3.68% |
$21.9K - $24.9K
|
4.21K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-162- 0.75% |
$22.1K - $25.1K
|
21.5K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-162- 5.51% |
$22.1K - $25.1K
|
2.78K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-163- 1.32% |
$22.2K - $25.2K
|
12.1K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-164- 0.48% |
$22.3K - $25.4K
|
33.9K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-165- 5.03% |
$22.5K - $25.5K
|
3.12K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-168- 1.22% |
$22.9K - $26K
|
13.6K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-170- 0.88% |
$23.2K - $26.3K
|
19.2K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-170- 19.68% |
$23.2K - $26.3K
|
694
$94K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-172- 4.38% |
$23.4K - $26.6K
|
3.75K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 16.83% |
$23.8K - $27.1K
|
865
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-176- 4.67% |
$24K - $27.2K
|
3.6K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-178- 4.86% |
$24.3K - $27.5K
|
3.49K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-182- 47.15% |
$24.8K - $28.2K
|
204
$27.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 11.4% |
$25.2K - $28.6K
|
1.44K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-185- 0.88% |
$25.2K - $28.6K
|
20.9K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-185- 7.59% |
$25.2K - $28.6K
|
2.25K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-189- 1.72% |
$25.8K - $29.2K
|
10.8K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-192- 72.45% |
$26.2K - $29.7K
|
73
$9.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-192- 0.86% |
$26.2K - $29.7K
|
22.1K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-195- 3.42% |
$26.6K - $30.2K
|
5.51K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198- 0.98% |
$27K - $30.6K
|
19.9K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-199- 1.57% |
$27.1K - $30.8K
|
12.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 19.94% |
$27.3K - $30.9K
|
803
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-202- 3.1% |
$27.5K - $31.3K
|
6.31K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-205- 3.3% |
$27.9K - $31.7K
|
6.01K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-215- 1.33% |
$29.3K - $33.3K
|
16K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-218- 1.59% |
$29.7K - $33.7K
|
13.5K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 1.1% |
$29.7K - $33.7K
|
19.6K
$2.65M
|