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
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.89K+ 280.61% |
$530K - $602K
|
5.28K
$715K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.83KNew |
$522K - $593K
|
3.83K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 196.48% |
$517K - $587K
|
5.73K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.79KNew |
$516K - $586K
|
3.79K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 13.06% |
$513K - $582K
|
32.6K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75K+ 61.96% |
$511K - $580K
|
9.79K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.74K+ 5.36% |
$509K - $578K
|
73.5K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.74K+ 107.79% |
$509K - $578K
|
7.2K
$976K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.7KNew |
$505K - $573K
|
3.7K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.66KNew |
$499K - $567K
|
3.66K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.66KNew |
$499K - $566K
|
3.66K
$496K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.55K+ 97.02% |
$484K - $550K
|
7.21K
$977K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.52K+ 11.64% |
$480K - $545K
|
33.7K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 45.34% |
$469K - $533K
|
11K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.44K+ 10.55% |
$468K - $532K
|
36K
$4.88M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.43KNew |
$467K - $531K
|
3.43K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.42K+ 11.05% |
$467K - $530K
|
34.4K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.39KNew |
$461K - $524K
|
3.39K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 1269.32% |
$457K - $519K
|
3.62K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.33K+ 7.44% |
$454K - $515K
|
48.1K
$6.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.32K+ 17.68% |
$452K - $513K
|
22.1K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.31KNew |
$452K - $513K
|
3.31K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.3KNew |
$450K - $511K
|
3.3K
$447K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.28KNew |
$447K - $508K
|
3.28K
$445K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$445K - $505K
|
3.26K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.26K+ 42.08% |
$444K - $504K
|
11K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.24KNew |
$442K - $502K
|
3.24K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.24K+ 4.42% |
$442K - $502K
|
76.5K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.21K+ 57.35% |
$438K - $497K
|
8.81K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.12K+ 4.58% |
$425K - $482K
|
71.1K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.1KNew |
$422K - $480K
|
3.1K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.09K+ 13.77% |
$421K - $478K
|
25.5K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 171.62% |
$420K - $477K
|
4.88K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.07KNew |
$419K - $475K
|
3.07K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.03K+ 4.4% |
$412K - $468K
|
71.7K
$9.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.01KNew |
$410K - $466K
|
3.01K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$409K - $464K
|
3K
$406K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.99KNew |
$407K - $463K
|
2.99K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.97KNew |
$404K - $459K
|
2.97K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.97K+ 5.49% |
$404K - $459K
|
56.9K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.94K+ 0.93% |
$400K - $454K
|
318K
$43M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 3.91% |
$395K - $448K
|
77K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.85KNew |
$388K - $441K
|
2.85K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.8K+ 1.47% |
$382K - $434K
|
194K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.76KNew |
$376K - $427K
|
2.76K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.76KNew |
$375K - $426K
|
2.76K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.72KNew |
$371K - $422K
|
2.72K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 7.6% |
$367K - $417K
|
38.1K
$5.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 9.29% |
$362K - $411K
|
31.2K
$4.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.65K+ 1.88% |
$361K - $410K
|
143K
$19.4M
|