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 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.33K- 0.91% |
$181K - $205K
|
145K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.34K- 2.54% |
$183K - $208K
|
51.5K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 11.26% |
$185K - $210K
|
10.7K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 19.05% |
$186K - $212K
|
5.81K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.39K- 43.04% |
$190K - $216K
|
1.85K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.4K- 11.94% |
$191K - $217K
|
10.3K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.4K- 30.84% |
$191K - $217K
|
3.15K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.43K- 3.05% |
$195K - $222K
|
45.5K
$6.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.44K- 49.5% |
$196K - $222K
|
1.47K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 24.33% |
$196K - $222K
|
4.47K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.45K- 41.72% |
$197K - $224K
|
2.02K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.45K- 99.52% |
$198K - $225K
|
7
$1.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.5K- 6.28% |
$205K - $232K
|
22.4K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.51K- 81.18% |
$206K - $234K
|
350
$50.6K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.53K- 1.89% |
$208K - $236K
|
79.1K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 13.01% |
$214K - $243K
|
10.5K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.59K- 12.79% |
$217K - $246K
|
10.8K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.61K- 4.28% |
$219K - $249K
|
36K
$5.2M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.63K- 15.89% |
$222K - $253K
|
8.64K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.63K- 29.25% |
$223K - $253K
|
3.95K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.65K- 20.47% |
$225K - $255K
|
6.41K
$927K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.66K- 11.09% |
$226K - $257K
|
13.3K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.67K- 45.79% |
$227K - $258K
|
1.98K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 15.21% |
$230K - $261K
|
9.4K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.69K- 2.04% |
$230K - $261K
|
80.9K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.7K- 1.34% |
$232K - $263K
|
125K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.7K- 6.34% |
$232K - $263K
|
25.1K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 4.05% |
$233K - $264K
|
40.4K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 20.29% |
$233K - $264K
|
6.71K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.73K- 1.31% |
$236K - $268K
|
130K
$18.8M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 36.35% |
$250K - $284K
|
3.21K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.86K- 41.31% |
$254K - $288K
|
2.65K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.88K- 21.09% |
$256K - $290K
|
7.02K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 22.26% |
$260K - $295K
|
6.66K
$962K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 8.06% |
$263K - $298K
|
22K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2K- 35.24% |
$273K - $309K
|
3.68K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.03K- 14.94% |
$277K - $315K
|
11.6K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.05K- 2.33% |
$280K - $317K
|
85.9K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.11K- 5.21% |
$288K - $327K
|
38.4K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.13K- 12.65% |
$290K - $330K
|
14.7K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 29.96% |
$293K - $333K
|
5.02K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.15K- 23.68% |
$294K - $333K
|
6.94K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.17K- 7.42% |
$295K - $335K
|
27K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 1.28% |
$309K - $351K
|
176K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 3.55% |
$311K - $353K
|
62K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 3.67% |
$318K - $361K
|
61.1K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.37K- 45.8% |
$322K - $366K
|
2.8K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.38K- 3.6% |
$325K - $369K
|
63.8K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.41K- 1.91% |
$328K - $372K
|
124K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.43K- 3.22% |
$331K - $376K
|
73.1K
$10.6M
|