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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33K+ 3.58% |
$181K - $205K
|
38.4K
$5.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 5.37% |
$179K - $204K
|
25.8K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.31K+ 1.85% |
$178K - $202K
|
71.9K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 1.86% |
$178K - $202K
|
71.6K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.3K+ 19.74% |
$177K - $201K
|
7.89K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.3K+ 84.75% |
$176K - $200K
|
2.82K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.29K+ 6.99% |
$176K - $200K
|
19.8K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.27K+ 24.2% |
$173K - $197K
|
6.53K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.26K+ 2.07% |
$172K - $195K
|
62.1K
$9.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.25KNew |
$171K - $194K
|
1.25K
$183K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.25K+ 5.31% |
$170K - $194K
|
24.8K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 8.7% |
$167K - $190K
|
15.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.23K+ 52.49% |
$167K - $190K
|
3.56K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 6.14% |
$166K - $189K
|
21.1K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.17K+ 14.79% |
$160K - $181K
|
9.09K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.17KNew |
$159K - $181K
|
1.17K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.16K+ 4.85% |
$158K - $179K
|
25K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.15KNew |
$157K - $178K
|
1.15K
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 7.25% |
$156K - $177K
|
16.9K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.14KNew |
$156K - $177K
|
1.14K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 7.96% |
$154K - $175K
|
15.3K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 78.87% |
$154K - $174K
|
2.56K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.09K+ 31.61% |
$148K - $168K
|
4.52K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.07K+ 0.61% |
$146K - $166K
|
178K
$25.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.04K+ 35.76% |
$141K - $160K
|
3.93K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.03K+ 9.21% |
$141K - $160K
|
12.2K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 2.87% |
$140K - $159K
|
36.9K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.44% |
$139K - $158K
|
232K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1K+ 2.07% |
$136K - $155K
|
49.4K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
990+ 495.0% |
$135K - $153K
|
1.19K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
989+ 21.89% |
$135K - $153K
|
5.51K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 1.45% |
$134K - $152K
|
68.4K
$9.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
976+ 9.13% |
$133K - $151K
|
11.7K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
976+ 20.77% |
$133K - $151K
|
5.67K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
963+ 8.04% |
$131K - $149K
|
12.9K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
961New |
$131K - $149K
|
961
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
945+ 0.71% |
$129K - $146K
|
134K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
939+ 3.51% |
$128K - $145K
|
27.7K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
936New |
$128K - $145K
|
936
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922+ 51.71% |
$126K - $143K
|
2.71K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
911+ 17.83% |
$124K - $141K
|
6.02K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
879+ 2.73% |
$120K - $136K
|
33K
$4.83M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
871+ 1.64% |
$119K - $135K
|
54K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
869+ 12.85% |
$118K - $134K
|
7.63K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
861+ 97.18% |
$117K - $133K
|
1.75K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
834+ 5.2% |
$114K - $129K
|
16.9K
$2.46M
|
|
|
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
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
815+ 17.2% |
$111K - $126K
|
5.55K
$811K
|