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
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13K- 85.57% |
$1.77M - $2.01M
|
2.19K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 1.52% |
$1.78M - $2.02M
|
847K
$124M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.3K- 48.25% |
$1.81M - $2.05M
|
14.2K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 10.56% |
$1.92M - $2.19M
|
120K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.93% |
$1.93M - $2.19M
|
22.2K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.4K- 53.96% |
$1.97M - $2.23M
|
12.3K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.8K- 69.14% |
$2.02M - $2.3M
|
6.63K
$968K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-14.9K- 20.46% |
$2.03M - $2.3M
|
57.9K
$8.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.3K- 85.05% |
$2.08M - $2.36M
|
2.68K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-15.3K- 51.68% |
$2.09M - $2.37M
|
14.3K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.7K- 11.46% |
$2.14M - $2.43M
|
121K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-16.1K- 86.01% |
$2.2M - $2.49M
|
2.62K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-16.2K- 59.28% |
$2.2M - $2.5M
|
11.1K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16.4K- 50.13% |
$2.24M - $2.54M
|
16.3K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-16.5K- 35.58% |
$2.24M - $2.55M
|
29.8K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.67% |
$2.39M - $2.72M
|
164K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-19.4K- 28.02% |
$2.64M - $3M
|
49.8K
$7.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-20.2K- 60.01% |
$2.76M - $3.13M
|
13.5K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-21K- 93.93% |
$2.86M - $3.25M
|
1.36K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-22.3K- 88.47% |
$3.04M - $3.45M
|
2.91K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23.6KClosed |
$3.21M - $3.64M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-23.7K- 40.85% |
$3.23M - $3.66M
|
34.3K
$5.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-24.3K- 23.11% |
$3.32M - $3.77M
|
81K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-24.7K- 78.67% |
$3.37M - $3.83M
|
6.71K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24.8K- 64.02% |
$3.38M - $3.84M
|
13.9K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-25K- 99.23% |
$3.41M - $3.87M
|
194
$28.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.9K- 90.29% |
$3.53M - $4.01M
|
2.79K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31.1K- 65.65% |
$4.23M - $4.81M
|
16.3K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.6K- 5.51% |
$4.58M - $5.2M
|
576K
$84.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.2K- 6.26% |
$4.67M - $5.3M
|
513K
$74.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-34.5K- 29.32% |
$4.7M - $5.33M
|
83.1K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-35.3K- 40.44% |
$4.81M - $5.46M
|
52K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.8K- 9.71% |
$5.02M - $5.7M
|
343K
$50.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 5.11% |
$5.2M - $5.91M
|
709K
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-39K- 73.25% |
$5.31M - $6.03M
|
14.2K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-39.9K- 46.89% |
$5.44M - $6.18M
|
45.2K
$6.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-42K- 39.07% |
$5.72M - $6.5M
|
65.5K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 29.19% |
$5.83M - $6.62M
|
104K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-44.5K- 47.15% |
$6.06M - $6.89M
|
49.9K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.9K- 11.82% |
$6.12M - $6.94M
|
335K
$48.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.3K- 5.21% |
$6.31M - $7.16M
|
842K
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46.6K- 38.2% |
$6.36M - $7.22M
|
75.5K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-48.4K- 9.28% |
$6.59M - $7.48M
|
473K
$69.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.8K- 99.75% |
$6.65M - $7.55M
|
124
$18.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-49.2K- 88.72% |
$6.71M - $7.62M
|
6.26K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.3K- 31.87% |
$6.86M - $7.79M
|
108K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51.9K- 86.86% |
$7.07M - $8.03M
|
7.85K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 8.84% |
$7.18M - $8.16M
|
543K
$79.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-54K- 89.29% |
$7.35M - $8.35M
|
6.48K
$946K
|