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 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.43K- 3.22% |
$331K - $376K
|
73.1K
$9.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.44K- 24.9% |
$332K - $377K
|
7.35K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.45K- 7.67% |
$334K - $379K
|
29.5K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 21.57% |
$337K - $383K
|
8.99K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.48K- 26.58% |
$339K - $384K
|
6.86K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.49K- 6.41% |
$339K - $385K
|
36.3K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.51K- 33.36% |
$341K - $388K
|
5K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.52K- 11.49% |
$343K - $390K
|
19.4K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 40.08% |
$344K - $391K
|
3.77K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.57K- 17.33% |
$351K - $398K
|
12.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.57K- 21.84% |
$351K - $398K
|
9.21K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.62K- 35.88% |
$357K - $406K
|
4.69K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.63K- 8.68% |
$358K - $407K
|
27.6K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.64K- 19.13% |
$360K - $408K
|
11.2K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 10.56% |
$367K - $416K
|
22.8K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.7K- 9.66% |
$368K - $418K
|
25.2K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.73K- 6.79% |
$372K - $422K
|
37.5K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.73K- 57.88% |
$372K - $422K
|
1.99K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.74K- 1.86% |
$374K - $424K
|
145K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.82K- 7.36% |
$384K - $436K
|
35.4K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 8.26% |
$385K - $437K
|
31.3K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.83K- 11.9% |
$385K - $437K
|
20.9K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.9K- 58.59% |
$395K - $449K
|
2.05K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 32.82% |
$395K - $449K
|
5.94K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 13.05% |
$402K - $456K
|
19.6K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.96K- 35.99% |
$404K - $458K
|
5.27K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.06K- 32.39% |
$416K - $473K
|
6.38K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.09K- 3.83% |
$421K - $478K
|
77.5K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.1K- 7.17% |
$423K - $480K
|
40.2K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.26K- 14.37% |
$445K - $505K
|
19.4K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.36K- 1.44% |
$458K - $520K
|
230K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.37K- 23.94% |
$459K - $521K
|
10.7K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.49K- 38.6% |
$476K - $540K
|
5.55K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.56K- 2.96% |
$485K - $551K
|
117K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-3.56K- 17.23% |
$485K - $551K
|
17.1K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.58K- 55.76% |
$487K - $554K
|
2.84K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.62K- 40.12% |
$493K - $559K
|
5.4K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 9.05% |
$495K - $562K
|
36.5K
$4.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.74K- 4.05% |
$510K - $579K
|
88.8K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.77K- 1.93% |
$514K - $584K
|
191K
$25.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.78K- 9.68% |
$515K - $585K
|
35.3K
$4.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.89K- 28.34% |
$530K - $601K
|
9.83K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 3.75% |
$543K - $617K
|
102K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.05K- 8.75% |
$552K - $626K
|
42.2K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.1K- 18.04% |
$558K - $634K
|
18.6K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.11K- 36.28% |
$560K - $636K
|
7.21K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.15K- 49.97% |
$565K - $641K
|
4.15K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.16K- 5.08% |
$567K - $644K
|
77.7K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.16K- 26.79% |
$567K - $644K
|
11.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.29K- 3.14% |
$585K - $664K
|
132K
$17.9M
|