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 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.16K+ 272.51% |
$839K - $953K
|
8.42K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.1K+ 15.07% |
$831K - $944K
|
46.6K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.06KNew |
$826K - $938K
|
6.06K
$821K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.94K+ 55.13% |
$810K - $919K
|
16.7K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.83KNew |
$794K - $902K
|
5.83K
$790K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.75K+ 97.46% |
$784K - $890K
|
11.7K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.66K+ 146.24% |
$771K - $876K
|
9.53K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
5.59KNew |
$762K - $865K
|
5.59K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.48K+ 5.76% |
$747K - $848K
|
101K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.47K+ 37.9% |
$746K - $847K
|
19.9K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.46K+ 2.44% |
$743K - $844K
|
229K
$31M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.44K+ 24.7% |
$741K - $841K
|
27.5K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.42K+ 217.4% |
$739K - $839K
|
7.92K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
5.25KNew |
$716K - $813K
|
5.25K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 15.36% |
$711K - $807K
|
39.2K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.16K+ 14.24% |
$704K - $799K
|
41.4K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.15KNew |
$702K - $797K
|
5.15K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.11K+ 75.42% |
$696K - $790K
|
11.9K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.09KNew |
$694K - $788K
|
5.09K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
5KNew |
$681K - $774K
|
5K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4.99K+ 7.52% |
$680K - $772K
|
71.4K
$9.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$676K - $768K
|
4.96K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.84KNew |
$659K - $748K
|
4.84K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.82K+ 337.32% |
$656K - $745K
|
6.25K
$846K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.78K+ 231.13% |
$652K - $740K
|
6.85K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.75KNew |
$648K - $735K
|
4.75K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.68K+ 27.93% |
$638K - $725K
|
21.5K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.68K+ 6.32% |
$638K - $724K
|
78.8K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.67KNew |
$636K - $722K
|
4.67K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58KNew |
$623K - $708K
|
4.58K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.56K+ 62.17% |
$622K - $706K
|
11.9K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.49K+ 5.53% |
$612K - $695K
|
85.7K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.45K+ 39.34% |
$606K - $689K
|
15.8K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.45K+ 45.86% |
$606K - $688K
|
14.1K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.45K+ 0.89% |
$606K - $688K
|
506K
$68.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.35K+ 31.15% |
$593K - $674K
|
18.3K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$590K - $670K
|
4.33K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
4.28KNew |
$583K - $662K
|
4.28K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.26K+ 275.66% |
$580K - $659K
|
5.8K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.21KNew |
$574K - $652K
|
4.21K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.18K+ 17.35% |
$570K - $647K
|
28.3K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 14.35% |
$568K - $645K
|
33.2K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.17KNew |
$568K - $645K
|
4.17K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.12K+ 111.02% |
$561K - $637K
|
7.83K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
4.11K+ 16.88% |
$561K - $637K
|
28.5K
$3.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.05KNew |
$552K - $627K
|
4.05K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.03K+ 27.7% |
$550K - $624K
|
18.6K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.97K+ 4.57% |
$541K - $614K
|
90.8K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.96KNew |
$539K - $612K
|
3.96K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.9K+ 265.53% |
$531K - $603K
|
5.37K
$727K
|