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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69.8K- 72.09% |
$9.51M - $10.8M
|
27K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 1.99% |
$9.6M - $10.9M
|
3.48M
$503M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-70.4K- 89.7% |
$9.6M - $10.9M
|
8.09K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-70.8K- 25.15% |
$9.64M - $10.9M
|
211K
$30.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-71.2K- 92.9% |
$9.71M - $11M
|
5.45K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.5K- 99.73% |
$9.75M - $11.1M
|
197
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-73.2K- 78.2% |
$9.98M - $11.3M
|
20.4K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-73.5K- 34.89% |
$10M - $11.4M
|
137K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-75.4K- 96.8% |
$10.3M - $11.7M
|
2.49K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-75.5K- 65.69% |
$10.3M - $11.7M
|
39.5K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-82K- 29.32% |
$11.2M - $12.7M
|
198K
$28.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-89.3K- 78.96% |
$12.2M - $13.8M
|
23.8K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-90.1K- 65.18% |
$12.3M - $13.9M
|
48.1K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-96.9K- 25.13% |
$13.2M - $15M
|
289K
$41.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-101K- 47.56% |
$13.8M - $15.6M
|
111K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-104K- 51.5% |
$14.2M - $16.2M
|
98.4K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-106K- 31.57% |
$14.4M - $16.4M
|
229K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-111K- 24.78% |
$15.2M - $17.2M
|
338K
$49M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-120K- 69.18% |
$16.4M - $18.6M
|
53.6K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-141K- 87.23% |
$19.2M - $21.8M
|
20.7K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-143K- 79.8% |
$19.5M - $22.1M
|
36.2K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-150K- 79.89% |
$20.4M - $23.2M
|
37.7K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-158K- 72.62% |
$21.5M - $24.4M
|
59.4K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-159K- 40.77% |
$21.6M - $24.6M
|
231K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-184K- 0.5% |
$25M - $28.4M
|
36.6M
$5.3B
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-186K- 11.25% |
$25.4M - $28.8M
|
1.47M
$213M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-197K- 84.36% |
$26.9M - $30.5M
|
36.6K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-217K- 80.01% |
$29.5M - $33.5M
|
54.1K
$7.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-275K- 87.98% |
$37.5M - $42.6M
|
37.6K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-280K- 66.35% |
$38.1M - $43.3M
|
142K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-301K- 44.76% |
$41M - $46.6M
|
372K
$53.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-325K- 48.74% |
$44.3M - $50.3M
|
342K
$49.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-338K- 60.85% |
$46M - $52.3M
|
217K
$31.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-362K- 49.25% |
$49.3M - $56M
|
373K
$54M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-371K- 19.09% |
$50.6M - $57.4M
|
1.57M
$228M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-397K- 23.5% |
$54.2M - $61.5M
|
1.29M
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-432K- 92.15% |
$58.9M - $66.9M
|
36.9K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-444K- 18.52% |
$60.6M - $68.8M
|
1.96M
$283M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-563K- 43.7% |
$76.8M - $87.2M
|
726K
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-565K- 15.49% |
$77M - $87.4M
|
3.08M
$446M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-637K- 98.88% |
$86.8M - $98.5M
|
7.21K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-700K- 93.34% |
$95.4M - $108M
|
50K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-720K- 33.03% |
$98.1M - $111M
|
1.46M
$211M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-853K- 12.96% |
$116M - $132M
|
5.73M
$830M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-934K- 19.07% |
$127M - $145M
|
3.97M
$574M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.13M- 9.39% |
$154M - $174M
|
10.9M
$1.58B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.16M- 16.49% |
$158M - $179M
|
5.86M
$848M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.62M- 99.1% |
$221M - $251M
|
14.7K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59M- 19.18% |
$353M - $401M
|
10.9M
$1.58B
|