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 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-480- 1.95% |
$65.4K - $74.3K
|
24.1K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-490- 28.13% |
$66.8K - $75.8K
|
1.25K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-498- 24.19% |
$67.9K - $77.1K
|
1.56K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-498- 2.72% |
$67.9K - $77.1K
|
17.8K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-500- 11.44% |
$68.1K - $77.4K
|
3.87K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-500- 10.2% |
$68.1K - $77.4K
|
4.4K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-514- 12.99% |
$70K - $79.5K
|
3.44K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-518- 18.39% |
$70.6K - $80.2K
|
2.3K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-520- 21.99% |
$70.9K - $80.5K
|
1.85K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-525- 10.15% |
$71.5K - $81.2K
|
4.65K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-525- 2.1% |
$71.5K - $81.2K
|
24.5K
$3.25M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-533- 1.24% |
$72.6K - $82.5K
|
42.4K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-534- 25.04% |
$72.8K - $82.6K
|
1.6K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-534- 4.21% |
$72.8K - $82.6K
|
12.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-541- 4.05% |
$73.7K - $83.7K
|
12.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-548- 21.74% |
$74.7K - $84.8K
|
1.97K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-548- 17.94% |
$74.7K - $84.8K
|
2.51K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-553- 91.71% |
$75.4K - $85.6K
|
50
$6.63K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-555- 18.94% |
$75.6K - $85.9K
|
2.38K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-558- 5.95% |
$76K - $86.3K
|
8.82K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-568- 2.75% |
$77.4K - $87.9K
|
20.1K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-575- 2.52% |
$78.4K - $89K
|
22.2K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-584- 1.66% |
$79.6K - $90.4K
|
34.7K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-588- 7.11% |
$80.1K - $91K
|
7.69K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-593- 9.49% |
$80.8K - $91.8K
|
5.65K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-605- 26.96% |
$82.4K - $93.6K
|
1.64K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-606- 36.46% |
$82.6K - $93.8K
|
1.06K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-607- 3.88% |
$82.7K - $93.9K
|
15K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-611- 15.36% |
$83.3K - $94.5K
|
3.37K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-614- 9.05% |
$83.7K - $95K
|
6.17K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-622- 2.14% |
$84.8K - $96.2K
|
28.4K
$3.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-625- 20.66% |
$85.2K - $96.7K
|
2.4K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-627- 3.98% |
$85.4K - $97K
|
15.1K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-627- 1.06% |
$85.4K - $97K
|
58.6K
$7.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-634- 3.68% |
$86.4K - $98.1K
|
16.6K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-635- 7.21% |
$86.5K - $98.3K
|
8.17K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-636- 7.36% |
$86.7K - $98.4K
|
8.01K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-637- 7.59% |
$86.8K - $98.6K
|
7.75K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-639- 4.01% |
$87.1K - $98.9K
|
15.3K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-640- 19.04% |
$87.2K - $99K
|
2.72K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-642- 24.12% |
$87.5K - $99.3K
|
2.02K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-647- 29.34% |
$88.2K - $100K
|
1.56K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-649- 14.74% |
$88.4K - $100K
|
3.76K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-650- 7.44% |
$88.6K - $101K
|
8.09K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-653- 20.09% |
$89K - $101K
|
2.6K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-655- 5.36% |
$89.3K - $101K
|
11.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-659- 18.83% |
$89.8K - $102K
|
2.84K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-666- 5.43% |
$90.8K - $103K
|
11.6K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-675- 4.31% |
$92K - $104K
|
15K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-676- 5.71% |
$92.1K - $105K
|
11.2K
$1.48M
|