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 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17.1K- 36.69% |
$2.33M - $2.65M
|
29.5K
$4.28M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.3K- 49.64% |
$2.35M - $2.67M
|
17.5K
$2.53M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.67% |
$2.39M - $2.72M
|
164K
$23.7M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 0.61% |
$2.53M - $2.87M
|
3.02M
$438M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.6K- 20.64% |
$2.54M - $2.88M
|
71.6K
$10.4M
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-19.4K- 28.02% |
$2.64M - $3M
|
49.8K
$7.21M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-20.2K- 60.01% |
$2.76M - $3.13M
|
13.5K
$1.95M
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-21K- 93.93% |
$2.86M - $3.25M
|
1.36K
$197K
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-22.3K- 88.47% |
$3.04M - $3.45M
|
2.91K
$421K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23.6KClosed |
$3.21M - $3.64M
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-23.7K- 40.85% |
$3.23M - $3.66M
|
34.3K
$4.96M
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-24.3K- 23.11% |
$3.32M - $3.77M
|
81K
$11.7M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-24.7K- 78.67% |
$3.37M - $3.83M
|
6.71K
$971K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-24.8K- 44.5% |
$3.37M - $3.83M
|
30.9K
$4.47M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24.8K- 64.02% |
$3.38M - $3.84M
|
13.9K
$2.02M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-25K- 99.23% |
$3.41M - $3.87M
|
194
$28.1K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.9K- 95.98% |
$3.53M - $4M
|
1.08K
$157K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.9K- 90.29% |
$3.53M - $4.01M
|
2.79K
$404K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$3.99M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31.1K- 65.65% |
$4.23M - $4.81M
|
16.3K
$2.35M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.6K- 5.51% |
$4.58M - $5.2M
|
576K
$83.5M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.2K- 6.26% |
$4.67M - $5.3M
|
513K
$74.2M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-34.5K- 29.32% |
$4.7M - $5.33M
|
83.1K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35K- 5.76% |
$4.77M - $5.42M
|
573K
$83M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-35.3K- 40.44% |
$4.81M - $5.46M
|
52K
$7.53M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.8K- 9.71% |
$5.02M - $5.7M
|
343K
$49.6M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 5.11% |
$5.2M - $5.91M
|
709K
$103M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-39K- 73.25% |
$5.31M - $6.03M
|
14.2K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-39.9K- 46.89% |
$5.44M - $6.18M
|
45.2K
$6.55M
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-42K- 39.07% |
$5.72M - $6.5M
|
65.5K
$9.48M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 29.19% |
$5.83M - $6.62M
|
104K
$15M
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-44.5K- 47.15% |
$6.06M - $6.89M
|
49.9K
$7.22M
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-44.7K- 80.05% |
$6.1M - $6.92M
|
11.1K
$1.61M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.9K- 11.82% |
$6.12M - $6.94M
|
335K
$48.5M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.3K- 5.21% |
$6.31M - $7.16M
|
842K
$122M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46.6K- 38.2% |
$6.36M - $7.22M
|
75.5K
$10.9M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-48.4K- 9.28% |
$6.59M - $7.48M
|
473K
$68.4M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.8K- 99.75% |
$6.65M - $7.55M
|
124
$18K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-49.2K- 88.72% |
$6.71M - $7.62M
|
6.26K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.3K- 31.87% |
$6.86M - $7.79M
|
108K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-51.9K- 99.99% |
$7.07M - $8.03M
|
6
$869
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51.9K- 86.86% |
$7.07M - $8.03M
|
7.85K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 8.84% |
$7.18M - $8.16M
|
543K
$78.7M
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-54K- 89.29% |
$7.35M - $8.35M
|
6.48K
$938K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.7K- 27.27% |
$7.45M - $8.46M
|
146K
$21.1M
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-55.6K- 14.25% |
$7.58M - $8.61M
|
335K
$48.5M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-56.4K- 12.36% |
$7.69M - $8.73M
|
400K
$57.9M
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-59.1K- 95.84% |
$8.06M - $9.15M
|
2.57K
$371K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-59.8K- 77.83% |
$8.15M - $9.26M
|
17K
$2.47M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.3K- 45.42% |
$8.35M - $9.48M
|
73.6K
$10.7M
|