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
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
10.1K+ 101.4% |
$1.38M - $1.57M
|
20.1K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.1K+ 248.57% |
$1.37M - $1.56M
|
14.1K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.9K+ 99.53% |
$1.35M - $1.53M
|
19.8K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.86KNew |
$1.34M - $1.52M
|
9.86K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.56K+ 44.43% |
$1.3M - $1.48M
|
31.1K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.55K+ 11.34% |
$1.3M - $1.48M
|
93.8K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.53K+ 11.76% |
$1.3M - $1.47M
|
90.6K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.42K+ 61.1% |
$1.28M - $1.46M
|
24.8K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.32K+ 19.27% |
$1.27M - $1.44M
|
57.7K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.14K+ 35.46% |
$1.25M - $1.41M
|
34.9K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.08K+ 18.5% |
$1.24M - $1.4M
|
58.1K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9KNew |
$1.23M - $1.39M
|
9K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.87K+ 4.07% |
$1.21M - $1.37M
|
227K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.73KNew |
$1.19M - $1.35M
|
8.73K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.7K+ 82.83% |
$1.19M - $1.35M
|
19.2K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.62K+ 7.84% |
$1.17M - $1.33M
|
119K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.37K+ 59.11% |
$1.14M - $1.29M
|
22.5K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
8.25KNew |
$1.12M - $1.28M
|
8.25K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.21KNew |
$1.12M - $1.27M
|
8.21K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.18KNew |
$1.12M - $1.27M
|
8.18K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.01KNew |
$1.09M - $1.24M
|
8.01K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.99K+ 8.43% |
$1.09M - $1.24M
|
103K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.95KNew |
$1.08M - $1.23M
|
7.95K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.95K+ 111.13% |
$1.08M - $1.23M
|
15.1K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
7.79KNew |
$1.06M - $1.21M
|
7.79K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.75K+ 13.32% |
$1.06M - $1.2M
|
65.9K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
7.74K+ 43.71% |
$1.05M - $1.2M
|
25.4K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.6KNew |
$1.04M - $1.18M
|
7.6K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.52K+ 8.45% |
$1.03M - $1.16M
|
96.6K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.46K+ 9.55% |
$1.02M - $1.15M
|
85.6K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.44K+ 30.79% |
$1.01M - $1.15M
|
31.6K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.43K+ 10.98% |
$1.01M - $1.15M
|
75.1K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.41KNew |
$1.01M - $1.15M
|
7.41K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.41KNew |
$1.01M - $1.15M
|
7.41K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
7.31K+ 18.15% |
$997K - $1.13M
|
47.6K
$6.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.26KNew |
$989K - $1.12M
|
7.26K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
7.12KNew |
$970K - $1.1M
|
7.12K
$965K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$954K - $1.08M
|
7K
$948K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
6.96KNew |
$949K - $1.08M
|
6.96K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.93KNew |
$945K - $1.07M
|
6.93K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.71K+ 9.88% |
$914K - $1.04M
|
74.5K
$10.1M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.63KNew |
$903K - $1.03M
|
6.63K
$898K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.57K+ 12.15% |
$895K - $1.02M
|
60.6K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.49K+ 6.75% |
$884K - $1M
|
103K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.47K+ 105.18% |
$882K - $1M
|
12.6K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.4KNew |
$873K - $991K
|
6.4K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.32KNew |
$862K - $978K
|
6.32K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.29K+ 50.42% |
$857K - $973K
|
18.8K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
6.28K+ 8.43% |
$856K - $972K
|
80.8K
$10.9M
|