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
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-185- 7.59% |
$25.2K - $28.6K
|
2.25K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-189- 1.72% |
$25.8K - $29.2K
|
10.8K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-192- 72.45% |
$26.2K - $29.7K
|
73
$9.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-192- 0.86% |
$26.2K - $29.7K
|
22.1K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-195- 3.42% |
$26.6K - $30.2K
|
5.51K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198- 0.98% |
$27K - $30.6K
|
19.9K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-199- 1.57% |
$27.1K - $30.8K
|
12.5K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 19.94% |
$27.3K - $30.9K
|
803
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-202- 3.1% |
$27.5K - $31.3K
|
6.31K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-205- 3.3% |
$27.9K - $31.7K
|
6.01K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-215- 1.33% |
$29.3K - $33.3K
|
16K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-218- 1.59% |
$29.7K - $33.7K
|
13.5K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 1.1% |
$29.7K - $33.7K
|
19.6K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-218- 11.64% |
$29.7K - $33.7K
|
1.66K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 11.63% |
$30.1K - $34.2K
|
1.68K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-229- 2.07% |
$31.2K - $35.4K
|
10.8K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 3.64% |
$31.6K - $35.9K
|
6.15K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-233- 1.52% |
$31.8K - $36.1K
|
15.1K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-235- 13.62% |
$32K - $36.4K
|
1.49K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-235- 10.15% |
$32K - $36.4K
|
2.08K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-235- 12.53% |
$32K - $36.4K
|
1.64K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-236- 5.56% |
$32.2K - $36.5K
|
4.01K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-237- 3.56% |
$32.3K - $36.7K
|
6.42K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 1.59% |
$33.3K - $37.8K
|
15.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-245- 5.51% |
$33.4K - $37.9K
|
4.2K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-246- 72.35% |
$33.5K - $38.1K
|
94
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 2.66% |
$33.7K - $38.2K
|
9.03K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-247- 7.5% |
$33.7K - $38.2K
|
3.05K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-248- 9.47% |
$33.8K - $38.4K
|
2.37K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-257- 8.15% |
$35K - $39.8K
|
2.9K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-257- 2.23% |
$35K - $39.8K
|
11.3K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-260- 2.97% |
$35.4K - $40.2K
|
8.5K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 1.95% |
$35.4K - $40.2K
|
13K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-261- 9.66% |
$35.6K - $40.4K
|
2.44K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-262- 22.72% |
$35.7K - $40.5K
|
891
$118K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-277- 0.53% |
$37.7K - $42.9K
|
52.4K
$6.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-277- 8.41% |
$37.7K - $42.9K
|
3.02K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-279- 11.32% |
$38K - $43.2K
|
2.19K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-280- 0.42% |
$38.2K - $43.3K
|
66.1K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-281- 1.32% |
$38.3K - $43.5K
|
21.1K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-282- 55.51% |
$38.4K - $43.6K
|
226
$30K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-284- 11.11% |
$38.7K - $43.9K
|
2.27K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-286- 1.16% |
$39K - $44.3K
|
24.4K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-289- 7.36% |
$39.4K - $44.7K
|
3.64K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-291- 30.38% |
$39.7K - $45K
|
667
$88.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-291- 6.07% |
$39.7K - $45K
|
4.51K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-293- 2.3% |
$39.9K - $45.3K
|
12.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-293- 8.7% |
$39.9K - $45.3K
|
3.07K
$408K
|
|
|
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
$330K
|