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 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-218- 11.64% |
$29.7K - $33.7K
|
1.66K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 11.63% |
$30.1K - $34.2K
|
1.68K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-229- 2.07% |
$31.2K - $35.4K
|
10.8K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 3.64% |
$31.6K - $35.9K
|
6.15K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-233- 1.52% |
$31.8K - $36.1K
|
15.1K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-235- 13.62% |
$32K - $36.4K
|
1.49K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-235- 10.15% |
$32K - $36.4K
|
2.08K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 12.53% |
$32K - $36.4K
|
1.64K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-236- 5.56% |
$32.2K - $36.5K
|
4.01K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-237- 3.56% |
$32.3K - $36.7K
|
6.42K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 1.59% |
$33.3K - $37.8K
|
15.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-245- 5.51% |
$33.4K - $37.9K
|
4.2K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-246- 72.35% |
$33.5K - $38.1K
|
94
$12.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 2.66% |
$33.7K - $38.2K
|
9.03K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-247- 7.5% |
$33.7K - $38.2K
|
3.05K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-248- 9.47% |
$33.8K - $38.4K
|
2.37K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-257- 8.15% |
$35K - $39.8K
|
2.9K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-257- 2.23% |
$35K - $39.8K
|
11.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-260- 2.97% |
$35.4K - $40.2K
|
8.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 1.95% |
$35.4K - $40.2K
|
13K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-261- 9.66% |
$35.6K - $40.4K
|
2.44K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-262- 22.72% |
$35.7K - $40.5K
|
891
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-277- 0.53% |
$37.7K - $42.9K
|
52.4K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-277- 8.41% |
$37.7K - $42.9K
|
3.02K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-279- 11.32% |
$38K - $43.2K
|
2.19K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-280- 0.42% |
$38.2K - $43.3K
|
66.1K
$8.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-281- 1.32% |
$38.3K - $43.5K
|
21.1K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-282- 55.51% |
$38.4K - $43.6K
|
226
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-284- 11.11% |
$38.7K - $43.9K
|
2.27K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-286- 1.16% |
$39K - $44.3K
|
24.4K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-289- 7.36% |
$39.4K - $44.7K
|
3.64K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-291- 30.38% |
$39.7K - $45K
|
667
$90.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-291- 6.07% |
$39.7K - $45K
|
4.51K
$611K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-293- 2.3% |
$39.9K - $45.3K
|
12.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-293- 8.7% |
$39.9K - $45.3K
|
3.07K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-294- 10.56% |
$40.1K - $45.5K
|
2.49K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 15.15% |
$40.6K - $46.1K
|
1.67K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-299- 8.72% |
$40.7K - $46.3K
|
3.13K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-303- 11.83% |
$41.3K - $46.9K
|
2.26K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-306- 16.44% |
$41.7K - $47.4K
|
1.56K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-306- 41.35% |
$41.7K - $47.4K
|
434
$58.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-311- 6.26% |
$42.4K - $48.1K
|
4.65K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-317- 8.83% |
$43.2K - $49.1K
|
3.27K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-317- 4.9% |
$43.2K - $49.1K
|
6.15K
$833K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-324- 4.86% |
$44.2K - $50.1K
|
6.34K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 13.31% |
$45.2K - $51.4K
|
2.16K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-333- 5.72% |
$45.4K - $51.5K
|
5.48K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-337- 3.71% |
$45.9K - $52.1K
|
8.75K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-338- 1.15% |
$46.1K - $52.3K
|
29.2K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-338- 11.81% |
$46.1K - $52.3K
|
2.52K
$342K
|