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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.58K- 55.76% |
$487K - $554K
|
2.84K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.62K- 40.12% |
$493K - $559K
|
5.4K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 9.05% |
$495K - $562K
|
36.5K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.74K- 4.05% |
$510K - $579K
|
88.8K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.77K- 1.93% |
$514K - $584K
|
191K
$25.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.78K- 9.68% |
$515K - $585K
|
35.3K
$4.68M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.82K- 11.08% |
$520K - $590K
|
30.6K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.89K- 28.34% |
$530K - $601K
|
9.83K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 3.75% |
$543K - $617K
|
102K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.05K- 8.75% |
$552K - $626K
|
42.2K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.1K- 18.04% |
$558K - $634K
|
18.6K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.11K- 36.28% |
$560K - $636K
|
7.21K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.15K- 49.97% |
$565K - $641K
|
4.15K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.16K- 5.08% |
$567K - $644K
|
77.7K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.16K- 26.79% |
$567K - $644K
|
11.4K
$1.51M
|
|
|
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
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.31K- 13.04% |
$588K - $667K
|
28.7K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.35K- 15.17% |
$593K - $673K
|
24.3K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4.43K- 20.44% |
$604K - $686K
|
17.3K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.52K- 16.52% |
$616K - $699K
|
22.8K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.54K- 22.31% |
$618K - $702K
|
15.8K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.54K- 18.49% |
$618K - $702K
|
20K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.55K- 24.84% |
$620K - $705K
|
13.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.6K- 4.75% |
$627K - $712K
|
92.3K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 14.66% |
$642K - $729K
|
27.4K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.73K- 40.75% |
$644K - $731K
|
6.87K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 5.92% |
$645K - $732K
|
75.2K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.77K- 13.3% |
$650K - $738K
|
31.1K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 9.11% |
$667K - $758K
|
48.9K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.94K- 59.39% |
$673K - $764K
|
3.38K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.96K- 12.05% |
$676K - $768K
|
36.2K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.01K- 28.79% |
$683K - $776K
|
12.4K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.14K- 17.12% |
$700K - $795K
|
24.9K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.18K- 1.11% |
$706K - $801K
|
462K
$61.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.38K- 27.6% |
$733K - $832K
|
14.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.5K- 2.76% |
$749K - $851K
|
193K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.5K- 5.59% |
$750K - $852K
|
92.9K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.59K- 11.97% |
$762K - $866K
|
41.1K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.68K- 26.75% |
$773K - $878K
|
15.5K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.79K- 5.06% |
$789K - $896K
|
109K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.79K- 43.25% |
$789K - $896K
|
7.6K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.85K- 4.07% |
$798K - $906K
|
138K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.94K- 8.74% |
$809K - $919K
|
62K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.01K- 17.98% |
$819K - $930K
|
27.4K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.05K- 20.69% |
$824K - $936K
|
23.2K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-6.15K- 41.92% |
$838K - $951K
|
8.52K
$1.13M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.26K- 79.02% |
$853K - $968K
|
1.66K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 10.54% |
$879K - $998K
|
54.7K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.53K- 46.16% |
$890K - $1.01M
|
7.62K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.57K- 40.15% |
$895K - $1.02M
|
9.79K
$1.3M
|