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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.38K- 27.6% |
$733K - $832K
|
14.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.5K- 2.76% |
$749K - $851K
|
193K
$28M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.5K- 5.59% |
$750K - $852K
|
92.9K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.59K- 11.97% |
$762K - $866K
|
41.1K
$5.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.68K- 26.75% |
$773K - $878K
|
15.5K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.79K- 5.06% |
$789K - $896K
|
109K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.79K- 43.25% |
$789K - $896K
|
7.6K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.85K- 4.07% |
$798K - $906K
|
138K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.94K- 8.74% |
$809K - $919K
|
62K
$8.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.01K- 17.98% |
$819K - $930K
|
27.4K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.05K- 20.69% |
$824K - $936K
|
23.2K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-6.15K- 41.92% |
$838K - $951K
|
8.52K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 10.54% |
$879K - $998K
|
54.7K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.53K- 46.16% |
$890K - $1.01M
|
7.62K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.57K- 40.15% |
$895K - $1.02M
|
9.79K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-6.7K- 65.31% |
$913K - $1.04M
|
3.56K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.7K- 9.72% |
$914K - $1.04M
|
62.3K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-6.77K- 70.82% |
$923K - $1.05M
|
2.79K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.43K- 27.2% |
$1.01M - $1.15M
|
19.9K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.5K- 99.91% |
$1.02M - $1.16M
|
7
$1.01K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-7.51K- 22.28% |
$1.02M - $1.16M
|
26.2K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.57K- 29.52% |
$1.03M - $1.17M
|
18.1K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 9.51% |
$1.05M - $1.2M
|
73.6K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-7.91K- 9.19% |
$1.08M - $1.22M
|
78.1K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.12K- 13.63% |
$1.11M - $1.26M
|
51.4K
$7.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.5K- 49.1% |
$1.16M - $1.31M
|
8.81K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-8.64K- 11.19% |
$1.18M - $1.34M
|
68.5K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.98K- 25.19% |
$1.22M - $1.39M
|
26.7K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-9.29K- 72.09% |
$1.27M - $1.44M
|
3.6K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.8K- 15.18% |
$1.33M - $1.52M
|
54.7K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.99K- 60.11% |
$1.36M - $1.55M
|
6.63K
$959K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.99K- 4.56% |
$1.36M - $1.55M
|
209K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 92.62% |
$1.39M - $1.58M
|
813
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 5.05% |
$1.45M - $1.65M
|
201K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 12.02% |
$1.47M - $1.67M
|
78.7K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.1K- 20.07% |
$1.52M - $1.72M
|
44.4K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 62.94% |
$1.52M - $1.73M
|
6.57K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 7.88% |
$1.53M - $1.74M
|
131K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.3K- 5.33% |
$1.53M - $1.74M
|
200K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 43.19% |
$1.56M - $1.77M
|
15.1K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.6K- 42.68% |
$1.58M - $1.79M
|
15.5K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-11.9K- 41.18% |
$1.62M - $1.84M
|
17K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.2K- 62.25% |
$1.66M - $1.89M
|
7.4K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 10.02% |
$1.68M - $1.91M
|
111K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13K- 85.57% |
$1.77M - $2.01M
|
2.19K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 1.52% |
$1.78M - $2.02M
|
847K
$123M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.3K- 48.25% |
$1.81M - $2.05M
|
14.2K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 10.56% |
$1.92M - $2.19M
|
120K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.93% |
$1.93M - $2.19M
|
22.2K
$3.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.4K- 53.96% |
$1.97M - $2.23M
|
12.3K
$1.78M
|