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 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 8.12% |
$149K - $169K
|
12.4K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.1K- 24.05% |
$149K - $169K
|
3.46K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 78.57% |
$150K - $170K
|
300
$39.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.11K- 5.57% |
$151K - $171K
|
18.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.17K- 2.28% |
$159K - $180K
|
49.9K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 23.66% |
$159K - $181K
|
3.78K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 45.36% |
$165K - $188K
|
1.46K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.24K- 28.84% |
$169K - $191K
|
3.05K
$405K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.26K- 6.68% |
$171K - $195K
|
17.6K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.26K- 0.04% |
$172K - $195K
|
2.91M
$386M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.31K- 3.6% |
$178K - $202K
|
35K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.31K- 3.08% |
$178K - $202K
|
41.1K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.31K- 6.5% |
$178K - $203K
|
18.8K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 39.19% |
$179K - $203K
|
2.03K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.33K- 0.91% |
$181K - $205K
|
145K
$19.2M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.34K- 1.83% |
$182K - $207K
|
71.7K
$9.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.34K- 2.54% |
$183K - $208K
|
51.5K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 11.26% |
$185K - $210K
|
10.7K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 19.05% |
$186K - $212K
|
5.81K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.39K- 43.04% |
$190K - $216K
|
1.85K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.4K- 11.94% |
$191K - $217K
|
10.3K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.4K- 30.84% |
$191K - $217K
|
3.15K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.43K- 3.05% |
$195K - $222K
|
45.5K
$6.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.44K- 49.5% |
$196K - $222K
|
1.47K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 24.33% |
$196K - $222K
|
4.47K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.45K- 41.72% |
$197K - $224K
|
2.02K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.45K- 99.52% |
$198K - $225K
|
7
$928
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.5K- 6.28% |
$205K - $232K
|
22.4K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.51K- 81.18% |
$206K - $234K
|
350
$46.4K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.53K- 1.89% |
$208K - $236K
|
79.1K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 13.01% |
$214K - $243K
|
10.5K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.59K- 12.79% |
$217K - $246K
|
10.8K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.61K- 4.28% |
$219K - $249K
|
36K
$4.78M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.63K- 15.89% |
$222K - $253K
|
8.64K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.63K- 29.25% |
$223K - $253K
|
3.95K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.65K- 20.47% |
$225K - $255K
|
6.41K
$850K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.66K- 11.09% |
$226K - $257K
|
13.3K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.67K- 45.79% |
$227K - $258K
|
1.98K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 15.21% |
$230K - $261K
|
9.4K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.69K- 2.04% |
$230K - $261K
|
80.9K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.7K- 1.34% |
$232K - $263K
|
125K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.7K- 6.34% |
$232K - $263K
|
25.1K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 4.05% |
$233K - $264K
|
40.4K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 20.29% |
$233K - $264K
|
6.71K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.73K- 1.31% |
$236K - $268K
|
130K
$17.3M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 36.35% |
$250K - $284K
|
3.21K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.86K- 41.31% |
$254K - $288K
|
2.65K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.88K- 21.09% |
$256K - $290K
|
7.02K
$931K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 30.01% |
$256K - $291K
|
4.38K
$581K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 22.26% |
$260K - $295K
|
6.66K
$883K
|