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 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
265+ 17.04% |
$36.1K - $41K
|
1.82K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
259+ 1.62% |
$35.3K - $40.1K
|
16.2K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
258+ 86.0% |
$35.2K - $39.9K
|
558
$81.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 18.61% |
$34.6K - $39.3K
|
1.62K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
252+ 15.35% |
$34.3K - $39K
|
1.89K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
247+ 18.41% |
$33.7K - $38.2K
|
1.59K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
247+ 3.07% |
$33.7K - $38.2K
|
8.28K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
239+ 0.66% |
$32.6K - $37K
|
36.6K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
232+ 1.06% |
$31.6K - $35.9K
|
22.2K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
230+ 0.64% |
$31.3K - $35.6K
|
36K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
221+ 0.4% |
$30.1K - $34.2K
|
55.3K
$8.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
219New |
$29.8K - $33.9K
|
219
$32.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
219+ 0.98% |
$29.8K - $33.9K
|
22.5K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
218+ 1.36% |
$29.7K - $33.7K
|
16.2K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
217+ 0.86% |
$29.6K - $33.6K
|
25.5K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
213New |
$29K - $33K
|
213
$31.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
206+ 0.37% |
$28.1K - $31.9K
|
55.2K
$8.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
206+ 9.04% |
$28.1K - $31.9K
|
2.48K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
204+ 6.7% |
$27.8K - $31.6K
|
3.25K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$27.1K - $30.8K
|
199
$29.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
197+ 4.72% |
$26.8K - $30.5K
|
4.37K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
192New |
$26.2K - $29.7K
|
192
$28.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 3.95% |
$25.8K - $29.2K
|
4.97K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
184+ 5.08% |
$25.1K - $28.5K
|
3.8K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
181+ 8.03% |
$24.7K - $28K
|
2.44K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
175+ 4.17% |
$23.8K - $27.1K
|
4.37K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
170+ 12.29% |
$23.2K - $26.3K
|
1.55K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
169+ 2.95% |
$23K - $26.2K
|
5.9K
$863K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
167+ 4.7% |
$22.8K - $25.8K
|
3.72K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
165+ 147.32% |
$22.5K - $25.5K
|
277
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
157+ 3.64% |
$21.4K - $24.3K
|
4.47K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
155+ 8.24% |
$21.1K - $24K
|
2.04K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
153+ 7.61% |
$20.9K - $23.7K
|
2.16K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
150+ 6.78% |
$20.4K - $23.2K
|
2.36K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.98% |
$20.4K - $23.2K
|
1.82K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 4.74% |
$19.9K - $22.6K
|
3.22K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
146+ 1.02% |
$19.9K - $22.6K
|
14.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
146+ 3.9% |
$19.9K - $22.6K
|
3.89K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
143+ 39.29% |
$19.5K - $22.1K
|
507
$74.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
141+ 0.89% |
$19.2K - $21.8K
|
15.9K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
136+ 24.16% |
$18.5K - $21K
|
699
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
127New |
$17.3K - $19.7K
|
127
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
124+ 3.93% |
$16.9K - $19.2K
|
3.28K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$16.4K - $18.6K
|
120
$17.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.82% |
$16.2K - $18.4K
|
6.65K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
119New |
$16.2K - $18.4K
|
119
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
118+ 0.42% |
$16.1K - $18.3K
|
28.3K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
118+ 1.51% |
$16.1K - $18.3K
|
7.93K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
117New |
$15.9K - $18.1K
|
117
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
116+ 0.75% |
$15.8K - $17.9K
|
15.7K
$2.29M
|