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 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 36.19% |
$2.68M - $3.05M
|
74.1K
$9.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
19.5KNew |
$2.66M - $3.02M
|
19.5K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
18.8K+ 32.06% |
$2.57M - $2.91M
|
77.6K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.8K+ 2.04% |
$2.56M - $2.91M
|
940K
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 3.17% |
$2.52M - $2.86M
|
601K
$79.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.4K+ 312.94% |
$2.51M - $2.84M
|
24.3K
$3.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 147.45% |
$2.44M - $2.77M
|
30K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
17.7K+ 19.83% |
$2.41M - $2.74M
|
107K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.2K+ 527.8% |
$2.34M - $2.66M
|
20.4K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.6KNew |
$2.27M - $2.58M
|
16.6K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.3K+ 47.41% |
$2.23M - $2.53M
|
50.8K
$6.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 14.79% |
$2.14M - $2.43M
|
122K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.3KNew |
$2.09M - $2.37M
|
15.3K
$2.04M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$2.07M - $2.35M
|
15.2K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.1K+ 423.45% |
$2.06M - $2.34M
|
18.7K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15K+ 416.49% |
$2.05M - $2.32M
|
18.6K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 11.12% |
$2.03M - $2.31M
|
149K
$19.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.8K+ 28.04% |
$2.02M - $2.29M
|
67.6K
$8.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 0.25% |
$1.99M - $2.26M
|
5.92M
$785M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 7.96% |
$1.99M - $2.26M
|
198K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.3K+ 23.17% |
$1.94M - $2.21M
|
75.8K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.2K+ 24.51% |
$1.93M - $2.19M
|
72K
$9.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.9K+ 16.02% |
$1.89M - $2.15M
|
100K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$1.85M - $2.1M
|
13.5K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 2.01% |
$1.82M - $2.07M
|
679K
$90M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13.3KNew |
$1.82M - $2.06M
|
13.3K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
13.2K+ 1.49% |
$1.8M - $2.04M
|
901K
$119M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
13.1KNew |
$1.79M - $2.03M
|
13.1K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 2.39% |
$1.78M - $2.03M
|
561K
$74.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 19.66% |
$1.78M - $2.02M
|
79.5K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.76M - $2M
|
12.9K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 100.76% |
$1.72M - $1.96M
|
25.2K
$3.34M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12.6K+ 53.64% |
$1.71M - $1.95M
|
36K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.2K+ 8.86% |
$1.67M - $1.89M
|
150K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.1K+ 24.13% |
$1.64M - $1.86M
|
62K
$8.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 6.61% |
$1.64M - $1.86M
|
194K
$25.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.8KNew |
$1.61M - $1.83M
|
11.8K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.4KNew |
$1.56M - $1.77M
|
11.4K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.55M - $1.76M
|
11.4K
$1.51M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$1.53M - $1.74M
|
11.2K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$1.52M - $1.73M
|
11.2K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.1K+ 54.54% |
$1.51M - $1.72M
|
31.4K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
10.9KNew |
$1.49M - $1.69M
|
10.9K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10.8KNew |
$1.47M - $1.67M
|
10.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
10.7K+ 1479.33% |
$1.45M - $1.65M
|
11.4K
$1.51M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
10.6KNew |
$1.45M - $1.64M
|
10.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.6K+ 3.54% |
$1.44M - $1.64M
|
310K
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.5K+ 23.43% |
$1.43M - $1.63M
|
55.3K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$1.43M - $1.62M
|
10.5K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
10.5KNew |
$1.43M - $1.62M
|
10.5K
$1.39M
|