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 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
861+ 97.18% |
$117K - $133K
|
1.75K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
834+ 5.2% |
$114K - $129K
|
16.9K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
831+ 9.8% |
$113K - $129K
|
9.31K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
830+ 8.54% |
$113K - $128K
|
10.5K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
830+ 11.3% |
$113K - $128K
|
8.18K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
815+ 17.2% |
$111K - $126K
|
5.55K
$813K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
804+ 3.01% |
$110K - $124K
|
27.5K
$4.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
798+ 4.13% |
$109K - $123K
|
20.1K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
798+ 1.83% |
$109K - $123K
|
44.5K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
795+ 0.52% |
$108K - $123K
|
154K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
791+ 12.82% |
$108K - $122K
|
6.96K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
750New |
$102K - $116K
|
750
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
748+ 2.17% |
$102K - $116K
|
35.2K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
735+ 13.45% |
$100K - $114K
|
6.2K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
733+ 7.96% |
$99.9K - $113K
|
9.94K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
723+ 46.26% |
$98.5K - $112K
|
2.29K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
722+ 3.07% |
$98.4K - $112K
|
24.3K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
722+ 11.9% |
$98.4K - $112K
|
6.79K
$994K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
720+ 258.06% |
$98.1K - $111K
|
999
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
667+ 38.29% |
$90.9K - $103K
|
2.41K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
652+ 3.59% |
$88.9K - $101K
|
18.8K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
650+ 11.52% |
$88.6K - $101K
|
6.29K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
643+ 23.13% |
$87.6K - $99.5K
|
3.42K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
642+ 22.97% |
$87.5K - $99.3K
|
3.44K
$503K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
638+ 29.09% |
$86.9K - $98.7K
|
2.83K
$415K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
637+ 9.12% |
$86.8K - $98.6K
|
7.62K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
630+ 5.32% |
$85.9K - $97.5K
|
12.5K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
630+ 1.94% |
$85.9K - $97.5K
|
33K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
628+ 3.46% |
$85.6K - $97.2K
|
18.8K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
623+ 5.51% |
$84.9K - $96.4K
|
11.9K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
611New |
$83.3K - $94.5K
|
611
$89.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 16.88% |
$79.6K - $90.4K
|
4.04K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
579+ 3.89% |
$78.9K - $89.6K
|
15.5K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
576+ 40.31% |
$78.5K - $89.1K
|
2.01K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
575+ 150.13% |
$78.4K - $89K
|
958
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
574+ 1.88% |
$78.2K - $88.8K
|
31.1K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
568+ 14.61% |
$77.4K - $87.9K
|
4.46K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
548+ 11.67% |
$74.7K - $84.8K
|
5.24K
$768K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
546New |
$74.4K - $84.5K
|
546
$80K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
539+ 2.0% |
$73.5K - $83.4K
|
27.4K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
519+ 3.61% |
$70.7K - $80.3K
|
14.9K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
515+ 3.49% |
$70.2K - $79.7K
|
15.3K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
514+ 1.77% |
$70K - $79.5K
|
29.6K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
508+ 34.94% |
$69.2K - $78.6K
|
1.96K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
506+ 176.92% |
$69K - $78.3K
|
792
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
506+ 2.12% |
$69K - $78.3K
|
24.4K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
506+ 12.35% |
$69K - $78.3K
|
4.6K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
492+ 11.03% |
$67K - $76.1K
|
4.95K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
492+ 4.3% |
$67K - $76.1K
|
11.9K
$1.75M
|