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 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.24K+ 4.42% |
$442K - $502K
|
76.5K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.21K+ 57.35% |
$438K - $497K
|
8.81K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.12K+ 4.58% |
$425K - $482K
|
71.1K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.09K+ 13.77% |
$421K - $478K
|
25.5K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 171.62% |
$420K - $477K
|
4.88K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.07KNew |
$419K - $475K
|
3.07K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.03K+ 4.4% |
$412K - $468K
|
71.7K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.01KNew |
$410K - $466K
|
3.01K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.97KNew |
$404K - $459K
|
2.97K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.97K+ 5.49% |
$404K - $459K
|
56.9K
$8.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 3.91% |
$395K - $448K
|
77K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.85KNew |
$388K - $441K
|
2.85K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.8K+ 1.47% |
$382K - $434K
|
194K
$28.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.76KNew |
$376K - $427K
|
2.76K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.76KNew |
$375K - $426K
|
2.76K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 7.6% |
$367K - $417K
|
38.1K
$5.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 9.29% |
$362K - $411K
|
31.2K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.65K+ 1.88% |
$361K - $410K
|
143K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.62K+ 1.44% |
$357K - $406K
|
185K
$27M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.59KNew |
$354K - $401K
|
2.59K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.56K+ 83.96% |
$348K - $395K
|
5.6K
$818K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.55K+ 8.99% |
$348K - $395K
|
30.9K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.55K+ 7.22% |
$347K - $394K
|
37.8K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.54K+ 3.42% |
$346K - $393K
|
76.7K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.51K+ 7.14% |
$342K - $389K
|
37.7K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.51K+ 1.55% |
$342K - $389K
|
164K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
2.5KNew |
$341K - $387K
|
2.5K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.48KNew |
$338K - $384K
|
2.48K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.48KNew |
$338K - $384K
|
2.48K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.42KNew |
$330K - $375K
|
2.42K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 2.23% |
$330K - $374K
|
111K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.37K+ 61.3% |
$324K - $367K
|
6.25K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$322K - $366K
|
2.36K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 14.52% |
$320K - $364K
|
18.5K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.33K+ 13.62% |
$317K - $360K
|
19.4K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.21K+ 53.26% |
$302K - $342K
|
6.37K
$930K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.2K+ 28.06% |
$299K - $340K
|
10K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.17K+ 45.66% |
$296K - $336K
|
6.93K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.17K+ 107.33% |
$295K - $335K
|
4.19K
$612K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$294K - $333K
|
2.16K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14KNew |
$292K - $331K
|
2.14K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.14K+ 13.1% |
$291K - $331K
|
18.5K
$2.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.12K+ 159.7% |
$289K - $329K
|
3.45K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.1K+ 36.41% |
$286K - $325K
|
7.87K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.07K+ 10.47% |
$282K - $321K
|
21.9K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.05K+ 17.33% |
$279K - $316K
|
13.8K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.03K+ 6.17% |
$276K - $314K
|
34.9K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.01K+ 16.57% |
$274K - $311K
|
14.2K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 31.47% |
$274K - $311K
|
8.39K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2KNew |
$272K - $309K
|
2K
$292K
|