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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.89% |
$92.5K - $105K
|
6.96K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-684- 24.13% |
$93.2K - $106K
|
2.15K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-700- 9.65% |
$95.4K - $108K
|
6.56K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-713- 3.66% |
$97.2K - $110K
|
18.8K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-713- 49.58% |
$97.2K - $110K
|
725
$96.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-728- 5.7% |
$99.2K - $113K
|
12.1K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-743- 8.14% |
$101K - $115K
|
8.39K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-751- 5.92% |
$102K - $116K
|
11.9K
$1.58M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-760- 9.63% |
$104K - $118K
|
7.13K
$946K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-773- 4.08% |
$105K - $120K
|
18.2K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-773- 3.59% |
$105K - $120K
|
20.8K
$2.76M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-775- 18.08% |
$106K - $120K
|
3.51K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-776- 10.91% |
$106K - $120K
|
6.34K
$841K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-780- 3.77% |
$106K - $121K
|
19.9K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-787- 14.41% |
$107K - $122K
|
4.67K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-793- 17.99% |
$108K - $123K
|
3.61K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-794- 3.85% |
$108K - $123K
|
19.9K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-804- 30.54% |
$110K - $124K
|
1.83K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 35.24% |
$110K - $125K
|
1.48K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-817- 12.45% |
$111K - $126K
|
5.74K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-819- 27.32% |
$112K - $127K
|
2.18K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-839- 16.09% |
$114K - $130K
|
4.37K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-849- 5.67% |
$116K - $131K
|
14.1K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-854- 28.93% |
$116K - $132K
|
2.1K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-863- 8.63% |
$118K - $134K
|
9.14K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-880- 3.87% |
$120K - $136K
|
21.9K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-885- 0.44% |
$121K - $137K
|
200K
$26.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-890- 90.63% |
$121K - $138K
|
92
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-901- 5.48% |
$123K - $139K
|
15.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-903- 7.87% |
$123K - $140K
|
10.6K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-903- 16.19% |
$123K - $140K
|
4.68K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-910- 2.87% |
$124K - $141K
|
30.8K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-919- 11.19% |
$125K - $142K
|
7.29K
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-921- 32.08% |
$126K - $143K
|
1.95K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-926- 0.61% |
$126K - $143K
|
151K
$20M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-943- 15.45% |
$129K - $146K
|
5.16K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-944- 35.74% |
$129K - $146K
|
1.7K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-947- 8.15% |
$129K - $147K
|
10.7K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-971- 0.41% |
$132K - $150K
|
236K
$31.2M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-990- 83.19% |
$135K - $153K
|
200
$26.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-990- 4.72% |
$135K - $153K
|
20K
$2.65M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-990- 18.81% |
$135K - $153K
|
4.27K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.01K- 33.08% |
$137K - $156K
|
2.03K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.01K- 5.25% |
$138K - $157K
|
18.3K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.02K- 64.74% |
$139K - $158K
|
556
$73.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.06K- 2.58% |
$144K - $163K
|
39.9K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.08K- 13.77% |
$147K - $167K
|
6.76K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.08K- 6.24% |
$147K - $167K
|
16.3K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.09K- 25.13% |
$148K - $168K
|
3.24K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 4.67% |
$149K - $169K
|
22.3K
$2.95M
|