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
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.99K- 60.11% |
$1.36M - $1.55M
|
6.63K
$895K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.99K- 4.56% |
$1.36M - $1.55M
|
209K
$28.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 92.62% |
$1.39M - $1.58M
|
813
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 5.05% |
$1.45M - $1.65M
|
201K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 12.02% |
$1.47M - $1.67M
|
78.7K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.1K- 20.07% |
$1.52M - $1.72M
|
44.4K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 62.94% |
$1.52M - $1.73M
|
6.57K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 7.88% |
$1.53M - $1.74M
|
131K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.3K- 5.33% |
$1.53M - $1.74M
|
200K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 43.19% |
$1.56M - $1.77M
|
15.1K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.6K- 42.68% |
$1.58M - $1.79M
|
15.5K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-11.9K- 41.18% |
$1.62M - $1.84M
|
17K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-12.2K- 62.25% |
$1.66M - $1.89M
|
7.4K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 10.02% |
$1.68M - $1.91M
|
111K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-12.6K- 95.4% |
$1.71M - $1.95M
|
607
$82K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13K- 85.57% |
$1.77M - $2.01M
|
2.19K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 1.52% |
$1.78M - $2.02M
|
847K
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.3K- 48.25% |
$1.81M - $2.05M
|
14.2K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 10.56% |
$1.92M - $2.19M
|
120K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.93% |
$1.93M - $2.19M
|
22.2K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.4K- 53.96% |
$1.97M - $2.23M
|
12.3K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.8K- 69.14% |
$2.02M - $2.3M
|
6.63K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-14.9K- 20.46% |
$2.03M - $2.3M
|
57.9K
$7.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.3K- 85.05% |
$2.08M - $2.36M
|
2.68K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-15.3K- 51.68% |
$2.09M - $2.37M
|
14.3K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.7K- 11.46% |
$2.14M - $2.43M
|
121K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-16.1K- 86.01% |
$2.2M - $2.49M
|
2.62K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-16.2K- 59.28% |
$2.2M - $2.5M
|
11.1K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16.4K- 50.13% |
$2.24M - $2.54M
|
16.3K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-16.5K- 35.58% |
$2.24M - $2.55M
|
29.8K
$4.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17K- 52.62% |
$2.32M - $2.64M
|
15.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17.1K- 36.69% |
$2.33M - $2.65M
|
29.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.3K- 49.64% |
$2.35M - $2.67M
|
17.5K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.67% |
$2.39M - $2.72M
|
164K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 0.61% |
$2.53M - $2.87M
|
3.02M
$408M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.6K- 20.64% |
$2.54M - $2.88M
|
71.6K
$9.67M
|
|
|
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
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-20.2K- 60.01% |
$2.76M - $3.13M
|
13.5K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-21K- 93.93% |
$2.86M - $3.25M
|
1.36K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-22.3K- 88.47% |
$3.04M - $3.45M
|
2.91K
$393K
|
|
|
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
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-24.3K- 23.11% |
$3.32M - $3.77M
|
81K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-24.7K- 78.67% |
$3.37M - $3.83M
|
6.71K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-24.8K- 44.5% |
$3.37M - $3.83M
|
30.9K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24.8K- 64.02% |
$3.38M - $3.84M
|
13.9K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-25K- 99.23% |
$3.41M - $3.87M
|
194
$26.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25.9K- 95.98% |
$3.53M - $4M
|
1.08K
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.9K- 90.29% |
$3.53M - $4.01M
|
2.79K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$3.72M
|